SAG104-Managing Client Exposures And Endorse Efficiently

Wednesday, June 3, 2020 | 12:30pm - 1:30pm Central


Track:
 Sagitta
Running Your Business Theme: Operational Excellence
Audience: Client Service

    

How does Client Level Data help your agency.  Using this Sagitta feature provides you will consistent data across all policies, allows for a single entry at client level and the ability to copy the information to selected policies.  No more searching to see how many policies have allocation or vehicle. Units at risk links a specific unit to all policies that provide coverage.

Presenters: 
Allyne Miller | Operations Manager | Allen Lawrence
Deb Bergren | Applications Specialist | Prime Risk Partners





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

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When
6/3/2020
Where
Virtual

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