New Jersey Chapter Virtual Meeting

When:  Sep 22, 2021 from 11:00 AM to 01:00 PM (ET)
Associated with  New Jersey Chapter

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Location

Dial-in Instructions:
The dial-in number and link will be included in the registration confirmation email.

Contact

Nadine Vasquez
732-299-0002
madison6152002@gmail.com

Agenda


11:00 - 12:00pm ET - Downloads
- Download Setup
- Streamline Workflows utilizing eDocs and Claims Download

12:00 - 1:00pm ET - Renewals Manager
- Individual Bulk Renewals
- Bulk Renewals
- Standard Renewals
- Efficiently maintaining the Renewals Manager screen
       - View last note entered and resizing
       - Add activities from Renewals Manager screen
       - Update Renewal Stage on multiple policies at once
       - Multiple search terms for same Renewals Manager criterion

Presenter: Maureen Boeing



Registration

Chapter Members: FREE
Non-members: $25



In order to attend, you must complete an online registration. Non-registered attendees will not be permitted into the meeting.