PL Rating Masterclass | Admin Best Practices Session 3

PL Rating Masterclass Series | Admin Best Practices

Maximize your team’s usage of PL Rating by setting a solid foundation with this NetVU Masterclass series. Join us for three sessions of admin best practices that you can follow along in real-time to make sure you and your team are getting the most out of your PL Rating account.


Session 3: Supercharge Your PL Rating Account with Custom Proposals and Prefill Options
Tuesday March 12, 2024 | 1:00pm-2:00pm CT

Join the PL Rating team to learn how you and your team can use Custom Proposals to provide a delightful customer experience. Next, learn how you can use PL Rating’s prefill options to save time with your quote applications.


Presenters:
Debi Riepe | Associate Product Manager | Vertafore
Geoff Lynch | Sr. Field Solution Consultant | Vertafore



Look for these sessions on the NetVU Education Calendar:

Session 1: Managing Users & Carriers in PL Rating | Tuesday September 12, 2023 | 1:00pm-2:00pm CT
Learn how to set up your users with the right user permissions and how to manage your carriers through VSSO and Credential Manager. 

Session 2: PL Rating Templates: Maximize Your Quoting Workflow | Tuesday December 12, 2023 | 1:00pm-2:00pm CT
Find out how you and your team can create templates within PL Rating to quickly create quotes using preset defaults for almost all fields and company-specific questions. Follow along during this masterclass to set up your first template and learn some tips and tricks on how to quickly set up future templates.



Need help registering? Contact NetVU.
Session questions? Contact Debbie Ivie or Alyssia Dugas.

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


When
3/12/2024
Where
Virtual

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