CH3032009 - AMS360 Accounting: Becoming Paperless

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Description

Join the AMS360 Accounting Chapter for our upcoming meeting. Your agency has gone paper/file-less in your service departments, and you have had a goal of doing the same in accounting and administration. In this new remote environment, being paper/file-less in accounting is no longer a goal but a necessity! Note that this webinar will focus on firms using AMS360.

During this session we will explore how you can finally efficiently take accounting and administration to the important step of becoming paperless.

Some topics covered will include:

Planning steps for becoming paperless

Implementation steps for becoming paperless

Use of front end (My Documents) features

Tracking of backlog

Moving documents/tasks between team members

Direct bill commission statements

Deposits/receipts

Documenting actions taken (activities)

Contributors

Michael Trouillon

I began my insurance career directly out of High School as a file clerk for a medium sized San Fernando Valley agency. I have since worked in the following roles: Assistant Account Manager, Account Manager, Account Executive (producer), Marketing Manager and Agency Operations Manager. I have also been a compliance manager for a large commercial property program and handled licensing and surplus lines filings for multiple states.I have utilized my experience working with various agencies to understand processes and how to match workflows.

Michael was a past member as well as chair of the NetVU Communications Committee (2012-14) (National Level), member of NetVU Educators Guild, a past board member of the SoCal Valley NetVU Chapter, and previously served on the Advisory Board of the Insurance Skills Center (insurance education arm of IBA West).

He is a lifelong Sea Scout (Boy Scouts on the water), having earned the Quartermaster (equal to Eagle Scout). He served as Skipper of Sea Scout Ship Albatross for about 22 years and previously served as the Area IV (Southern California) Sea Scout Commodore and Chair the Southwestern Sea Scout Rendezvous for the last 10 years. (2014)

Thank you

Description

Contributors

Michael Trouillon