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Expert Session: Intermediary Management

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At our office in Amersfoort, with up to 20 people, we discuss various topics surrounding ANVA 6. Think of topics such as "Control of data models and data labels," "Periodic or immediate prolongation," and "Working in the cloud. Some sessions take a brainstorming approach, at other times it's more testing. During this Expert Session, we're going to talk about Intermediary Management.

At ANVA we are working hard on a worthy cloud successor to ANVA 4/5: ANVA 6. In order to make the best possible use of new techniques and to meet your needs as a customer, we organize ANVA Expert Sessions every 4 to 6 weeks. On Thursday, October 31, we will discuss Intermediary Management. The role and administration around agents. Will you be there?

During this session, we will discuss components that are important for managing relationships with advisors and intermediaries in ANVA 6.

In our workshop, consider:

Administration of contact information
Establish permits and office cooperation agreements
Administration and settlement of compensation arrangements
Understanding production
Statements such as statements and current accounts
Explore agent messages

From ANVA, Justin Schlee (Chief Product Owner) is supervising the Expert Session.

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Program

9.30

Receipt

12.00

Lunch

15.00

End of Expert Session

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About the course

Sign up immediately!

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