CH2182004 - AMS360: New Features, CL Download, Reports (Part 2)

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Description

Join the Houston NetVU Chapter for part two of our 3/26/20 meeting, AMS360: InsurLink, New Features, CL Download, Reports.
We’ll kick off the first hour answering questions submitted in the survey from the 3/26 session. Then we’ll take a deeper dive into the following topics:
- Security Setup and Edit for Employees
- Commercial Lines Download Workflow WITHOUT ImageRight
- My Agency Reports for CSRs
- Additional New Release Tips & Tricks

Contributors

Joyce Sigler

Joyce holds her CISR, CPIW, CPIA, NcAM and NcSA designations and is currently Systems Intelligence Manager and Client for a book of business, for the Jones & Wenner Insurance Partners with multiple locations across Ohio. Helping users understand and gain freedom within the AMS360 system and the insurance industry is a passion. Joyce is an Industry Advocate, former NetVU Board Member and Task Force Leader. Serves on many ACT/AUGIE, ACORD groups and is a board member of NetVU, Quota of Wooster and AIMS.

Thank you

Description

Contributors

Joyce Sigler