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PL Rating Masterclass: Advance PL Rating Skills Session 1

PL Rating Masterclass Series: Advance your PL Rating Skills
Expand your usage of PL Rating with advanced tips and tricks in this NetVU Masterclass series. Join us for four sessions of best practices that you can follow along in real-time to make sure you are getting the most out of your PL Rating account.

Session 1: Using templates and custom proposals in PL Rating for efficiency
Wednesday September 25, 2024 | 11:00am-12:00pm Central

Using templates and custom proposals in PL Rating for efficiency
Learn about the multiple ways you can utilize templates and custom proposals in your workflows to quote faster and win more business.

Presenters:
Gordon Kendall | Sr. Director, Product Management | Vertafore
Debi Riepe | Product Manager | Vertafore
Geoff Lynch | Sr. Solution Consultant | Vertafore

What's Next?

Our PL Rating Masterclass Series continues with more exciting sessions! Here’s a glimpse of what’s coming up:

Session 2: Market Access workflow in PL Rating
Wednesday November 20, 2024 | 1:00pm-2:00pm Central

If you are a sub-agent, join this session to watch how the Market Access workflow operates in PL Rating.

Need help registering? Contact NetVU.
Session questions? Contact Alyssia Dugas.

Want to connect with users who have similar interests? Join the conversations on the NetVU Community (NCOM).

When

9/25/2024

Where

Virtual

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