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

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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.

  • Janet Tuttle

    Janet has over 35 years of accounting experience, 26 specifically dedicated to insurance-specific issues. During her career, she has conducted workshops and taught bookkeeping for agency personnel for over 25 years. She has been involved with local insurance agents associations since 1989. She is also well versed in Outlook, Word and Excel.

    Her role at TDECU Insurance has evolved past accounting and is engaged in overall agency operations. Key accomplishments include integrating 3 acquired agencies from an accounting and operational standpoint. Improved and consistent work flows from all teams including – accounting, operations, personal, commercial and health insurance – have helped operationally align these agencies.

    Janet is the NetVU 2017 Winner of the Volunteer of the Year Award in Memory of James M. Gibson. This award recognizes an individual for outstanding volunteer service to NetVU and its community of members during the past year, and has led through example and achieving results.

April 24, 2020
Fri 9:00 AM CDT

Duration 3H 0M

This live web event has ended.