CH2182003 - AMS360: InsurLink, New Features, CL Download, Reports

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Description

Join the Houston NetVU Chapter, Joyce Sigler, and Gail Berg for our upcoming meeting. We have a jam-packed virtual session OPEN TO ALL NetVU members.

Vertafore's Gail Berg will kick us off with an overview of InsurLink (the Client Portal-based mobile app for your insured) and the new features currently in the early adopter phase.

We'll be looking at new features from the most recent AMS360 releases. Come to hear about the latest software enhancements, discover which updates are most helpful to you, and learn how other firms successfully use these tools.

We will talk about Download - Commercial Lines Download especially.

We'll also discuss the following reports:

Unbilled Report: Will show commission not received on Direct Bill policies posted via Direct Bill Statement (My Agency Reports ONLY)

Book of Business: Classic Reports vs. My Agency Reports

Lost Business and Retention: What do they really mean? (My Agency Reports)

Producer/Broker Report (Classic Reports)

Presented by: Joyce Sigler, CISR, CPIW, CPIA, NcAM | Jones & Wenner-Systems Intelligence Manager, Client Advisor
Gail Berg, CIC, CPIW, LUTCF | Vertafore Sr. Solution Consultant