Join this highly interactive session with Scott Lundquist, Vertafore Solution Consultant to create your initial Agency Brand Styles and your first Proposal Cover Page. Scott will take you step-by-step through the process of establishing your agency's brand styles in the new Proposal Builder system - the first task to get you on your way to implementing Vertafore's latest efficiency tool. If you missed the overview class earlier this year, you can review it here in NetVU University.
Attendees must bring the following to class:
Attendees must have sufficient security rights to access Proposal Builder. Full Access is required to All Centers>360 Toolbox>User Settings & Tools, Merge Field Editor and All Centers>Policy>360 Toolbox: Schedules/Proposals/Summaries. See Proposal Builder Instructional Guide for more information about security settings.
Seating is limited to 25 attendees per session. Please register for only one of the sessions below to allow all who are interested an opportunity to join a workshop.
Full Schedule (all classes on Wednesday starting at 2:00pm Central)
The REGISTER NOW button takes you to the full list of class options.
Scott Lundquist | Solutions Consultant |Vertafore
Need help registering? Contact [email protected]
Session questions? Contact Debbie Ivie, [email protected]
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