Creating Specialty Forms in AMS360

Monday May 23, 2022 | 10:00 a.m. - 11:30 a.m. Central

System Function: AMS360
Audience: CSRs/Account Managers, Operations, Marketing, Sales/Business Development
Organization: Agency

If you attended the Specialty Data Entry Setup session at Accelerate you will not want to miss this session.  The focus of this session is to create Specialty Forms, Company Supplements and more in AMS360 Form Letters.  These forms will take the information collected in AMS360 from Customer, Policy and Specialty Lines of Business that you setup and merge to the form.  This allows your team to manage a library of forms (both blank and with merge fields) in one place – AMS360.

Note:  attending the Accelerate session live is not a prerequisite.  Watch the video in NetVU University to catch-up and be ready to join the fun!

Important Take-a-ways:
-Data in Specialty Lines of Business is accessible
-Form Letters are the gateway to using Specialty LOB data
-You can get data back out of AMS360!

Presenters:
Angela Painter | Regional Manager | Angela Adams Consulting

Need help registering? Contact NetVU.
Session questions? Contact Debbie Ivie.

Want to connect with users who have similar interests? Join the conversations on the NetVU Community (NCOM).


When
5/23/2022 10:00 AM - 11:30 AM
Where
Virtual

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