Get the help you need to succeed with Proposal Builder!

Wednesday, April 7 | 10:30am - 11:30am Central

System Function:  AMS360 Proposal Builder

Running Your Business Theme:  Operational Efficiency
Audience: All

    

Agents should be focused on serving the needs of clients, not on becoming designers! Let us help you get the information you need so you can take advantage of this powerful new tool to streamline and standardize your proposals. Start using Proposal Builder at your agency right away!  Join this step-by-step overview of design and setup of the new Proposal Builder templates as well as end-user utilization in day-to-day workflows.

Interested in a guided workshop to take your first steps to setting up Proposals in your agency?  Don't miss the workshop series here.

Presenters: 
Scott Lundquist | Solution Consultant | Vertafore

Need help registering?  Contact info@netvu.org

Session questions?  Contact Debbie Ivie, debbie@netvu.org

Want to connect with users who have similar interests? Join the conversations on the NetVU Community (NCOM). 
When
4/7/2021 10:30 AM - 11:30 AM
Where
Virtual UNITED STATES

Use the edit icon () to update your registration information and preferences.

 

Sign In

Need Login Credentials? Get started today and enjoy the numerous benefits we offer our members.

Join the conversation.

Upcoming Education

Data pager
Data pager
 Page 1 of 9, items 1 to 4 of 36.
Show all 36
Begin DateTitleCityState Province
Data pager
Data pager
 Page 1 of 9, items 1 to 4 of 36.
Show all 36
4/13/2021SalesTrack: Implementation & Adoption Round TableVirtual CHSTK2104
4/13/2021Accounting Unique to Insurance Agencies April-May, 2021Virtual WIEDU0413
4/14/2021Making Download Work For You Part 2Virtual WIEDU2104
4/14/2021FULL: AMS360: eDocs, Renewals, New FeaturesVirtual CH2320421