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Puerto Rico: Client Communications, Proposals, COIs & More

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Join the Puerto Rico NetVU Chapter for our upcoming meeting. Connect with your fellow NetVU members (Vertafore customers) to uncover solutions and become more successful using your Vertafore technology solutions.

This interactive call will be primarily in Spanish and provide the opportunity to learn and network with your peers and share webcams. Any NetVU member interested in a session in Spanish is welcome to participate.

Vertafore Client Communications
Audience/Role: Client Service, Sales/Production, Marketing
Skill Level: Intermediate

Proposal Builder for AMS360
Audience/Role: Client Service, Sales, Marketing, Management, Administration
Skill Level: Intermediate

Related Accounts - Cross-reference, Relationships, Multi-entity Billing (1 Corporation, 4 Companies, 1 Master Policy)
Audience/Role: Client Service, Sales
Skill Level: Intermediate

Certificates of Insurance - Importing/Exporting Holders, Renewing, Attaching Documents
Audience/Role: Client Service
Skill Level: Intermediate

If you have specific questions about the meeting, please contact Lyani Vachier or Yaritza Jusino Gonzalez.

Content Leader:
Jose Rivera, CIC, ARM, AIS | Senior Solution Consultant | Vertafore