Sponsored by: Sunshine State NetVU Chapter
Hear from Vertafore product managers/owners/developers as they partner with actual product users/NetVU members to demonstrate new features in practice and how they’ll benefit you. Increase your understanding of what’s possible in your own firm. This is a 60 minute session with 15-30 minutes reserved for Q&A.
Attendees will join with the ability to unmute to share with the group and participate in group chat. We encourage you to turn on your webcam. We'll be pausing after each feature for open group dialogue surrounding top concerns and other questions for a round table-style session as much as possible.
Agenda
AMS360 20R1
Technical Updates
•Browser agnostic
•No longer supporting Windows 7 in Dec/Jan
Admin Updates
•Production credit
•AMS360 Mobile Updates
Custom/Policy Service
•Opt-in/out fields in Customer Setup screens
•Change Prospect to Customer when entering a policy
•Second Limit for Watercraft LOP
•Exclude from download carried over on renew and copy actions
Reports
•New Classic Report – Company Where Used Report
AMS360 20R2
•Proposal Builder
•Auto open a record with only one search result
•Enhancements to the Outlook plug-In
•Revenue Recognition Report Enhancements
•Estimated Revenue auto population
•Commercial Blanket updates
CH2532012 - AMS360 for CSRs: Latest Features Deep Dive
