Sponsored by: Sagitta Accounting NetVU Chapter
Hear from Vertafore product managers/owners/developers as they partner with actual product users/NetVU members to demonstrate new features in practice and how they’ll benefit you. Increase your understanding of what’s possible in your own firm. This is a 60 minute session with 15-30 minutes reserved for Q&A.

Top Three Learning Outcomes:
1.Multi Bill-To Import/Export Capability in 20R2 Release
2.Agency Commission Hierarchy Changes in 20R1 Release
3.PRD Vendor Type Options in 20R1 Release

We’ll also discuss the following updates:
•Changes to the Production Report for export – added three new columns [Estimated Premium, Est. Commission, and a OneStep DB flag (to denote the DB type)]
•Added a column for the invoice number on the grid for Insurer Receipts and CB Receipts
•Fix for the Staff Global Change to change the Client or Policy Multi records