We’ll review some of the powerful accounting features that were recently released and highlight features that are coming in the 25R2 release. Topics to include:
· Company Commission Change Utility
· Customer Money on Account report
· Commission Split Templates
· Preview of 25R2 Features
We'll explore some of the most commonly asked questions about My Agency Reports. We'll take a closer look at key reports like Book of Business, Production, and Revenue Recognition—breaking down what they show and how to get the most value from them.
Discover the AMS360 tools available to help you correct accounting transactions and clean up inaccurate data. Discussion topics will include:
· Invoice corrections
· Applying funds
· Adjustments on the Account Current and Pay Commissions statements
· Direct bill statement reconciliation
· Global Change for Personnel Import Utility
· Global Change Business Unit Utility
It all starts with policy setup and an invoice! In this session, you'll learn how account managers play a key role in keeping your organization's accounting processes running smoothly. We'll highlight the essential fields to focus on when setting up or renewing a policy, and you'll gain a better understanding of the accounting entries that appear in the customer account.
We'll cover common challenges you may face when processing a direct bill statement and offer practical solutions to overcome them. Topics include policy and transaction discrepancies, producer commission problems, and unidentified funds. You'll also be introduced to the 25R2 feature, which allows you to link direct bill statements directly to commission receipts.
Discover the future of agency management! Join us for an exclusive look at Vertafore's latest innovation, AgencyOne. See a live demonstration, explore its powerful capabilities, and learn how it can transform your agency’s efficiency and growth. Find out if AgencyOne is the right next step for your team.
Master new business and renewal workflows with the Submissions tool—track every quote’s status with clarity. Then unlock the hidden power of the AMS360 Import/Export tool to streamline data entry and even empower clients with a simple spreadsheet solution.
Take control of your workflow! Learn to customize your AMS360 screen to show exactly what you need—from suspense items to documents and activities. Plus, discover tips for navigating the 1,400+ ACORD forms so you always find the right one the first time.
Whether you’re new or experienced, there’s always more to learn! This session reveals 10 game-changing tips and tricks that can immediately boost your productivity and simplify your daily work.
How do you know if your audits are working. Making your audits work for you. In this class we’ll work on developing a plan for you and your agency. Bring your agency “goals” on what auditing should be doing for you.
All auditing is not created by a cookie cutter design. Your auditing should be tailored to the department, division and group challenges and necessary items for your agency goals.
Where are you today and where do you want to be in 3,6,12 and 24 months. This will be an interactive course in which you will leave with a “workbook” and “to do” for your agency.
In this class we’ll talk about gauging your data cleanliness, developing a cleanup plan short term and long term. This will be an interactive class in which you will leave with notes for review in your management system, departments, groups and how to develop a long-term and short-term plan.