Spring 2022

Join us as we welcome Angela Painter from Angela Adams Consulting.  We will spend the day with her as we learn about Proposal Builder and Document Management.

        Proposal Builder   9 – 12pm

Proposal Builder Administration:  Creating Branding and Templates 

Come review this new tool.  Who is it Ready for? Learn to start the process by creating your agency Branding, Templates.  Create Reusable Sections, how to use System Data Sections vs. Manual Sections you want in your template. Understand how to put these together for your team to then utilize and merge the Proposal.

Proposal Builder for the Account Manager:  Creating/Editing Proposals for you Clients

Join this session to learn how to use the new Proposal Builder to create the final proposal for your clients. Review the Customer/Policy Selection, using the tool to confirm sections, labels, and extra pages from your Custom Proposal. We demonstrate how to preview and finalize the proposal in Word.   This process includes the new proposal option to get back to a DRAFT copy to continue editing the merged proposal working with data from AMS360.   The end user will learn a few tips and tricks while editing the final proposal to prepare for presentation to the insured.

Document Management – 1 – 3pm

Doc360 Overview:  How to start using 360 for Incoming Documents/Emails, Assign and Pass Work to Employees

Doc360, you think you don’t use it, but you do today.  We will talk about what you are missing by not brining in your documents early…using My Documents to assign and pass work to processors.  Imagine you know where paper is in your system – not just the documents attached to a Customer.  Let’s think outside the box and review features you might not be using, but should consider around Document Management.  This will include a review of the Setups you should look at in your agency.

Managing Customer Documents/Files:  We will Review the entire process of working with Documents and Activities.  Make sure you team is indexing documents, labeling, setting security as needed.  Can they find documents and re-use them – including emailing or copying and pasting documents from 360 directly.