Alphabet Soup – Commercial Lines A to Z
If you are an intermediate to advanced user in commercial lines this session is for you.
We’ll cover everything from coverage and template set up to maintaining databases to exporting lists. Bring us your favorite work around along with any questions or trouble areas you’d like to discuss with this group.
• Setting up policy limits and enhancing them for carrier specific coverages
• New business & renewals and how to pull lists and merge them.
• Maintaining databases for lienholders, additional insureds and certificate holders
• Handling Certificates
• Acord forms and carriers that down load versus manual input
AFTER REGISTRATION HAS FILLED AND BEFORE THE MEETING DATE, WE WILL SEND YOU THE ACCESS LINK TO GET INTO THE VIRTUAL INTERACTIVE MEETING. PLEASE PUT A PLACEHOLDER IN YOUR CALENDAR IN THE MEAN TIME.
