Audience/Role: Client Service, Administration
Skill Level: Foundational (Beginner/New User), Intermediate
Topic: InsurLink - Customer Setup – How to get your insured access
a. Permissions
b. Document Management
c. Template & Content
In collaboration with Vertafore, Office Hours are a loosely structured time with Vertafore Customer Support and your peers where you can talk about your Vertafore technology solutions. Each call with open with tips and best practices from Vertafore Customer Support, then the floor will open for questions. Join us any time during the hour or register for a copy of the recorded call.
Attend to:
- Gain a better understanding of InsurLink
- Discover tips and best practices to become more efficient
- Talk about processes you find confusing or interesting
- Learn from questions asked by your peers
- Build relationships with your peers and Vertafore
- Become a more confident Vertafore product user
Content Leaders:
Jeff Hinkle | Director, Customer Support | Vertafore
Megan Holt | Customer Support Analyst II | Vertafore