Spring Meeting 2019

April 3, 2019

 Portsmouth NH

Spring 2019 Registration Form
Spring 2019 Meeting Agenda

Portsmouth NH – Courtyard Marriott – 1000 Market Street Registration 8:30 Meeting 9:00 – Lunch Included – 3:00 adjourn Okay folks, let’s all play in “The Sandbox” and not get cranky… (unlike others we hear about every day…) We are centering/inviting both Accounting folks and Service folks to “The Sandbox”.. The idea is to have front office and back office folks know each others needs. What and why it is or isn’t important (both sides here) and what each needs to “play together – work together”. BTW: we know that this will get way out of hand, a great thing, as we all learn different jobs, workflows, procedures and more! CSR and Accounting – How they are really playing together • Reporting functions will be a primary focus discussed • Classic Reports vs • My Agency Reports o Why they are different and why ??? o Where does the data pull from for each • Do you use??? • “My User Reports” located on your Home Center • “My Scheduled Reports” located on your Home Center • How do you run Renewal Reports vs Renewal List Tool o Platform (you do know Platform has Renewals easily listed, right?) o Vs not Platform Special Guest is no stranger to our group… Caleen Alexanderson Understanding not just how agency CSRs want to work with their carriers but the subtle nuances of what makes that process easier is critical. Caleen Alexanderson, UX Researcher at Duck Creek Technologies studies how CSR’s want to work within the quoting and servicing process with their carriers. Learn what this includes and how you can be part of the process in improving CSR to carrier workflows Do you know about all the AMS360 Updates??? Recent and soon to come…. 2018 R1 • What’s changed or added… • FYI • Accounting Changes • Business Origin 2018 R2 (should be on your desktop in April) • Append to Activity • Security with in Business Unit • Merge Customer – Security Settings – no people in system, short and sweet • Multiple IVANS accounts – agency merger and acquisition issue “Sandbox” discussions Audience: CSR’s/Account Managers/Accounting/more the merrier