Sunday, October 27 - Tuesday, October 29, 2024 Mystic, CT Hosted by: NetVU New England Community Join us in Mystic, Connecticut this fall to discuss eDocs, AgencyOne, AgencyZoom, Client Communications, VSSO, and much more! Class descriptions coming soon! Sessions Include: Making the Most of Your Day and Usage of AMS360 Tools you are not using that may provide value AMS360 Accounting - 24R1 What’s New AMS360 Accounting - Direct Bill Commission download, Commission options, Classic vs. My Agency Reports Do you know your Book of Business? Not just Numbers, but what you are writing? Retaining and Growing Account Managers Carrier Connectivity Back to the Basics - TransactNOW, edocs, All Things Download Certificate Module, Letter & Invoice Builder AMS360- 24R1 Release Tips & Tricks / Time Savers All Things Tech with Colleen Willhight Agency Zoom - User Panel Round Table Discussions with Vertafore Client Communications - In Depth Look Project Impact and Q/A Topics Include: • Accounting • Direct Bill Commission Download - DBCD (What's the difference) • AMS360 24R1 - What's New • Bank Statement Auto Reconcile • My Agency Reports (MAR) • AgencyOne • AgencyZoom • AMS360 • 24R1 Release Notes • Tips and Tricks • Certificate Module • Letters & Invoice Builder • Client Communications • Project Impact • Orange Partners • TransactNOW • Vertafore Single Sign On • MUCH MORE! If you have specific questions about the meeting, please contact Kristine Karlsson, CIC.
Content Leaders Angela Painter | Angela Adams Consulting | Advisor Barbara Wold | Vertafore | Sr. Product Manager Brett Chenail | Vertafore | VP Solution Architecture Colleen Willhight | Vertafore | Sr. Solution Architect Janice Pierson | Vertafore | Director of Solution Consulting Joyce Sigler | SeibertKeck Insurance | AMS360 Extraordinaire Katy Vargas | Vertafore- Product Manager Kelly Guenet | Client Circle | Account Executive Nellie Massoni | Vertafore | Director of Product Management Sarah Reed | Vertafore | Field Solution Consultant Vijay Muniswamy | Vertafore | Sr. Director Product Management Hotel Accommodations: Hilton Mystic Rates: $169/night plus fees and taxes Call to book and ask for the NetVU New England Room block. Hotel room block cutoff is Friday, September 27th. Registration: $350 per person thru 9/30 then it will go up on 10/1 to $375 Login to register below or mail a check using this form. Be sure to select the orange Register Myself button below, and follow prompts to check out. Once your registration is complete, you'll receive a NetVU Registration Receipt. Cancellations received before 10/1/2024 will be fully refunded. Received after 10/10/24 will be refunded 50% to cover advanced payments paid to the meeting venue. There will be NO refunds after 10/18/24. For assistance registering, contact [email protected].
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