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Description
Join the Western PA NetVU Chapter for our upcoming virtual meeting.
We’re planning a deep dive into My Agency Reports including template setups and most frequently used reports.
We’ll also have a data and analytics overview using RiskMatch for insights to grow your business.
Agenda
• My Agency Reports (and Classic Reports if relevant) – 1.5 hours
• Executive & Producer Uses of RiskMatch – 45 minutes
• InsurLink Overview (formerly Client Portal) – 15 minutes
• Q&A