Let's dig into our policy data! Join the Michigan NetVU Group and Angela Adams Consulting's Angela Painter, Advisor & Regional Manager, for our upcoming webinar.
Learn how to use Target Lists for the customer/policy selection process.
- Which customer options do I choose?
- What choices do I have to pick from?
- What if I need to choose only policies with specific coverage?
- How to use “Merge Field Editor” data sets that will access specific information from your customer/policy data
- How to create a “report” in a form letter that will export to Excel
Registration - $15 per connection
Cancellation Policy: No refund for cancellation after August 5, 2019.
Need help registering, with your login, locating your registration confirmation, or have a payment question? Contact info@netvu.org.
General meeting questions? Contact chapter leaders Rose Thompke and Amy Pender.
Want to connect with users who have similar interests? Join the conversations on the NetVU Community.