CH2662010 - Sagitta for CSRs: Latest Features Deep Dive

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Description

Sponsored by: Sagitta All Users Chapter, Inc. (SAUCI)
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.Certificates Reissue Enhancement
2.New Report Builder Dictionaries - Based on RiskMatch data.
3.New Export Columns for the Production Report - Not even in the early adopter phase yet!

Contributors

Bill Henson

Director-Customer Success Technical Manager, Vertafore

Bill has been involved in insurance agency automation since 1985 when he began as a programmer/consultant with Creative Information Systems (CISCO). In 1989, he was an integral part of the development team that built Gemini II. In 1995, when CISGEM became part of AMS, he continued to direct portions of development for the product that is known today as Sagitta until 2010. From then on, he focused on integrations between all of Vertafore's products and is currently assisting numerous clients and Sales initiatives. He is a huge futbol and hockey fan but is also an active member of the Canton CT Lions Club and its past president.