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PL Rating Masterclass | Admin Best Practices Session 2
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 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.
Gordon Kendall | Director, Product Management| Vertafore
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 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.
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