Display event - AMS360: Make Your Data & System Work, Avoid CSR Burnout!

Share this page

AMS360: Make Your Data & System Work, Avoid CSR Burnout!

Friday, October 18th, 2024 | 8:30 a.m. - 3:00 p.m. Eastern
FFVA Maitland, FL
Hosted by: Florida Community

Are you a CSR in Florida? This session is for you! Join us for an exclusive event packed with insights to help you excel. Learn how to optimize AMS360 with tips on quoting, remarketing, and document management. Discover how virtual assistants can free up your time, and look at the latest features coming to AMS360. Plus, we’ll dive into carrier connectivity with a focus on eDocs and claims management.

8:30 Registration opens/breakfast
9:00 Lightspeed
9:30 What can you do NOW in AMS360 - Gail Berg, Vertafore
Quoting/Remarketing
- Submissions
- Personal Lines Rating
Certificates
AMS360 Documents (Doc360)
Acord Apps/eForms
Invoicing
Orange Partners - Michelle Perez, Vertafore
Virtual Assistants
- Have more time with your customers, take the backend tasks off your list!
Vertafore AMS360 Upcoming New Features - Janice Pierson, Vertafore
AgencyOne
New Certificate Module
Invoice and Letter Builder
12:00 Lunch - ePayPolicy
1:00 Carrier Connectivity - Nellie Massoni, Vertafore
eDocs
All Things Download!
- What are your experiences?
TransactNOW
Claims
FederatedID

If you have specific questions about the meeting, please contact Jenny Petersen.

Content Leaders
Gail Berg, Vertafore
Nellie Massoni, Vertafore
Janice Pierson, Vertafore
Michelle Perez, Vertafore

Registration: $50 per person.
Breakfast and lunch is included. Thank you to our sponsors and NetVU Partners, LightSpeed Voice and ePaypolicy.

Login to register below. 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.

For assistance registering, contact [email protected].

When

10/18/2024

Where

FFVA Mutual 800 Trafalgar Court #100 Maitland, FL 32751 UNITED STATES

Use the edit icon () to update your registration information and preferences.