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Accelerate 2018 Education Breakouts As of March 7, 2018 Track: ImageRight Session Title: Description ImageRight/360 for the Account Manager – New Business and Renewal Marketing Part 1 of 2: New business and renewal marketing - We'll cover everything from submission process in AMS360 to the marketing workflows in ImageRight. Part 1 of 2 Best Practice Workflows for MGAs and Carriers: A time for MGA ImageRight user to gather and consolidate ideas on best practices for ImageRight workflows. ImageRight/360 for the Account Manager – New Business and Renewal Marketing Part 2 of 2: New business and renewal marketing - We'll cover everything from submission process in AMS360 to the marketing workflows in ImageRight. Part 2 of 2 ImageRight Integration with AIM Workflow Management In ImageRight/360 - Certs, Endorsements, Audits, and Cancellations: What’s your workflow from start to finish? Are you taking advantage of all the tools available to you? From Certificates, Endorsements, Audits and Cancellations. We’ll show you the flow from AMS360 to Imageright. Introduction to Workflows and Studio: Wonder how to tweak your existing workflows or create new ones? In this session, we'll introduce you to Workflow Studio and review workflow best practices.

Updated: 3/7/2018

Role

Skill Level

Account Manager

All

Admin, Account Manager

All

Account Manager

All

Admin

Intermediate

Account Manager

All

Admin

Intermediate


Accelerate 2018 Education Breakouts As of March 7, 2018 Track: ImageRight Session Title: Description Implementing WorkSmart Beyond the Product Lines: Come hear what other agencies have done to implement ImageRight for the back side of the agency in areas such as Accounting, HR, and management. Advanced Workflow Studio: Already know how to tweak and create workflows? Join us as we answer your questions to help take your workflows to the next level. This session is tailored toward those admins with programming experience who are familiar with Workflow Studio. Process Dashboards and Process Analytics: Gain insight into the worfklow in your organization by learning about Process Dashboards. What tasks are within your guidelines? Which tasks need attention? We'll cover the setup of the dashboards and look at the new Process Analytics tool. Q&A with the Tech Team: In this session will discuss API capabilities and the setup process, Email Receivers and the setup process, and we'll have an open mic for you to ask the experts any technical question regarding ImageRight. Benefits Workflows: Have you implemented workflows for your Benefits team? Come learn how other agencies are utilizing workflows to increase their efficiencies.

Updated: 3/7/2018

Role

Skill Level

Accounting

All

Admin

Advanced

Admin, Account Manager

Intermediate

Admin

Advanced

Account Manager

All


Accelerate 2018 Education Breakouts As of March 7, 2018 Track: ImageRight Session Title: Description Capturing Information Using Forms: Did you know that admins have the ability to create and customize forms that live in ImageRight for your team to track notes, client or policy details, and more? XAML forms can help you capture the information you need in ImageRight in a format that is ea What's Next for ImageRight?: What's currently in ImageRight development? What would you like to see? Come to this session to give the product management team your input! What's New in ImageRight? Tips and Tricks for the End User (Part 1): Want to know how to make things easier in ImageRight? In this session we'll cover tips and tricks within the ImageRight Desktop and we'll also hear how other organizations utilize ImageRight to increase efficiencies. This session is so jam packed, we've m ImageRight Imports: Is your agency taking advantage of renewal task imports? Are you utilizing other automated import processes for efficiency? If not, this session is for you! Learn how agencies use NUP / FUP process, import customizations and more. Tips and Tricks for the End User (Part 2): Want to know how to make things easier in ImageRight? In this session we'll cover tips and tricks within the ImageRight Desktop and we'll also hear how other organizations utilize ImageRight to increase efficiencies. This session is so jam packed, we've m

Updated: 3/7/2018

Role

Skill Level

Admin

Advanced

Admin, Account Manager

All

Admin, Account Manager

Basic

Account Manager

Intermediate

Admin

Advanced

Account Manager

Intermediate


Accelerate 2018 Education Breakouts As of March 7, 2018 Track: ImageRight Session Title: Description ImageRight System Administration: Come to this session to learn the best practices of system administration including groups, roles, and user management. We'll also talk about profiles and policies, daily admin tasks, and file structure modifications.

Updated: 3/7/2018

Role

Admin

Skill Level

Intermediate

ImageRight Education Breakouts - Accelerate2018  

http://netvu.org/web/Accelerate18

ImageRight Education Breakouts - Accelerate2018  

http://netvu.org/web/Accelerate18

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