A Message from Your New NetVU Chairman of the Board
I am so excited about what just might be around "your" corner this year. Each of our NetVU Chapters represents the cornerstone and foundation of our group — now more than ever!
This is not to say your work and growth within Chapters hasn't been substantial, but I think the real excitement is yet to come.
You guys are the drivers of change, especially at the local level. When we get together, this driving mechanism moves into a higher gear that takes our organization to a new level, one we are just beginning to experience.
The NetVU Leadership Workshop coming soon to Dallas, has always been an important time to really get the most out of your position. We're all volunteers doing what we do because we enjoy it — meeting new people, sharing ideas and strategies, and all the while having fun at the same time!
Our responsibilities are to get as many people to Dallas as possible. Personally, I have been to a few of these, and they keep getting better and better. We will have more committee involvement this year, which will bring even more "brainpower" to the event in June.
Do whatever you can to be involved and in attendance as a NetVU leader representing your local peers within the Chapter. If you can't make it, get someone who can represent your Chapter and help take our group to the next level! Remember, all you pay for is the expense to get to Dallas, nothing more. The rest is on me!
ANY questions, contact email@example.com or myself at firstname.lastname@example.org, and we'll make it happen!
Remember, U R NetVU!!
Chairman of the Board
2012 NetVU Conference
Anaheim, CA was a perfect location for this year’s
conference as the weather was warm and sunny all week long with a forecast of
clear skies in the month ahead. The 1,500 attendees left the convention center
feeling the same way about NetVU.
The conference opened with a dynamic presentation by Disney Institute on their approach to business
excellence, and how they hire for attitude not aptitude while treating their
employees like guests.
The inspiration continued with the Friday morning keynote
address by Dr. Nido Qubein. His passion and simple logic of business success
resonated with the audience.
The quality of all the sessions was a reflection of the
growth in Certified Educator's Guild members, as Gray Nester mentioned in his presentation
on Saturday. This past year has seen a growth in all three pillars of NetVU’s
Education through certification has stepped up a few notches
with Sagitta SSA Certification now totaling 25 graduates; Guild member who are
certified expert speakers now nearly 100 people; and the newest 360 Account
Manager Certification program numbering 22 certifications.
Chapter growth has gone through the roof with 18 new Chapters
and an increase of 63% in participation at the Chapter level meaning more than
The Chapter MVP's were recognized at conference. Their service and dedication to other NetVU members is impressive and invaluable. Our local Chapters are the organizations that keep the excitement and education going the other 11 months of the year.
Advocacy continues to grow as the Industry Relations
Committee continued their carrier visits meeting up with executives from 9 more
companies this past year. In addition, the NetVU Playbook is soon to be adopted
by AUGIE, placing our position on various industry issues as the basis for the
whole industry’s activities.
As Mark Stolly took over the reins of leading NetVU’s board,
he warned the group that he couldn’t do it alone and challenged everyone to help
build a vision for the future as a group because “U R NetVU.” Mark encouraged
the audience to find a colleague or friend that should be involved with the
user group and make the case for participation.
In addition, Vertafore leadership spoke about the “revolutionary”
changes taking place and how they are “not in the selling mode” but rather “in
the listening mode.” There are a lot of great developments on the short and
long term horizon.
If that wasn’t enough, the tradeshow was the best one yet.
With lots of great products demoed and terrific prizes given away, mobile was
definitely on top of mind for many attendees and vendors. If you haven’t
downloaded the NetVU Conference App, you should. Even after the conference,
there is still a great deal of valuable information you can find there,
especially as it’s not going away. It will evolve over the coming months to
become the NetVU Mobile App supporting you throughout the year.
There was way too much going on during the conference to
cover everything here. You’ll just have to plan on attending next year to see
for yourself...March 14-17, 2013 in Grapevine, TX.
Mark Stolly Elected Chairman of the Board; Four New Directors Added
Mark Stolly, CPCU, CIC, president, Stolly Insurance Group,
was elected by the membership to serve as your 2012-2013 chairman of the board
of NetVU. Carl Schlotman, III, CPCU, CIC, ex-officio member of the board and
principal at CAI Insurance Agency Inc., presented the slate of officers.
In addition to Stolly, Stephen
Moriyama, senior vice president, Hayward Tilton & Rolapp Insurance
Associates Inc. was elected
vice chairman and the following new directors were added to the board:
- Tod Ashby,
senior vice president, IT, Van Gilder Insurance Corp. in Denver, CO
Clendenin, controller, Piller Group in Indianapolis, IN
- Barb Dale,
P&C operations manager, SilverStone Group in Omaha, NE
Savino, partner & COO, Warwick Resource Group in Warwick, NY
Smart Use of
Technology to Best Serve the Customer Recognized by NetVU Award Winners
Auto-Owners and CNA
Named NetVU Quantum Award Winners; Dean & Draper Wins Automation Excellence
The Quantum Awards
recognize carriers that have made a definitive commitment to NetVU member
agencies to offer superior workflow productivity and profitability.
CNA was so
recognized in the National category “for its commitment and intense focus on
its agency force. Relying heavily on agent feedback for solution improvements
and upgrades, CNA understands the importance of creating automation solutions,
which increase productivity, and thus profitability.”
That close connection to their agency force is made possible
through social media groups targeted specifically to independent agent
automation discussions and a National Product and Automation Council. Most recently, CNA made a
significant investment in improving their existing Real Time Quoting solution,
increasing the productivity and profitability of Vertafore agents, and of their
independent agencies across the U.S.
Auto-Owners, as a
regional carrier, was recognized for its outstanding commercial download
results. They have moved all agency-based software to the Internet allowing
agencies the flexibility and efficiencies of not having to
in their office, but also instant connectivity. Auto-Owners recently launched
their package download, which makes the electronic download closer to looking
exactly like their DEC page views.
Also, Auto-Owners seek out feedback from not only the
producers but the CSRs, as well.
Dean & Draper Insurance
Agency, based in Houston, TX, wins NetVU’s 2012 Automation Excellence Award
for the category of “more than 25 users.” This award recognizes the NetVU
insurance agency that best exemplifies excellence in agency automation
Dean & Draper set their technology strategy on the
foundation of Vertafore products. Recently having converted two of their AfW
offices to Sagitta, while implementing WorkSmart across all five of their
locations, Dean & Draper put in motion the steps necessary to integrate the
entire agency. They are utilizing ProducerPlus company-wide and have
implemented CSR24 to allow customers to access their information round the
clock. Access to it is on their newly updated website http://www.deandraper.com,
or on their new mobile app for the iPhone/iPad/Android.
In addition, the agency’s benefits company, Benefit
Solutions uses both BenefitPoint and WorkSmart to maximize productivity.
Plan on attending the NetVU Conference scheduled for March
14-17, 2013 in Grapevine, TX, and add your agency to the list of Automation
NetVU Leadership and Contribution
to the Industry Recognized in the 2012 Award Winners
The Louie E. Woodbury
Jr. Leadership Award and Wade S.
Dunbar Jr. Award are NetVU’s acknowledgement of individuals who have
demonstrated unparalleled leadership and service to NetVU and/or the industry.
The awards were presented during the afternoon general session.
James T. Armitage, owner of Arroyo Insurance Services Inc. in
Arcadia, CA, is the 2012 recipient of the Louie
E. Woodbury Jr. Leadership Award, Stephen Moriyama, announced. This
award was created to honor long time
leadership to NetVU. Armitage is past president of NetVU and a past member
of the Industry Relations, Conference Host, and Sagitta Education Committees
“For many years,
Jim has served NetVU in numerous capacities on committees, many times as a
conference speaker and as someone with whom you can count on for whatever you
need. His leadership to this organization is without question an important
component to why NetVU has succeeded over the years,” said Moriyama, senior
vice president, Hayward Tilton & Rolapp Insurance Associates Inc. and
member of the NetVU board of directors.
, vice president and director of technology,
Haylor Freyer & Coon Inc., is the 2012 recipient of the Wade S. Dunbar Jr. Award
, recognizing an
individual who has made significant contributions to insurance industry
automation. Smith is also the 2011 recipient of the Louie E. Woodbury
“Cyndy has been a
tireless advocate of download and Real Time. For 15 years, she has served NetVU
and the industry by her leadership, and activities in the advancement of
technology and automation to improve agency workflow efficiencies, and
profitability,” said Moriyama.
The Chairman’s Award is given at the
discretion of the current chairman of the board in recognition for outstanding
annual service to NetVU. This year, Gray Nester, chose to confer this honor on
Angela Adams, president, Angela Adams Consulting Services Inc.
In presenting her with this award, Nester said, “the time
and energy Angela gives to this organization is above and beyond. She
personally conducted 20 Chapter meetings this past year, and her team did well
more than that. As a result, our education program is so highly regarded and
valued by our membership.”
Five Try to Open
the Vertafore Vault Containing $250,000
The Vertafore Vault Sweepstakes Contestants
were randomly drawn during the final night of NetVU Conference at the Grand
Finale Celebration. They each had an attempt to open the vault and redeem
the $250,000 prize. The five contestants were not able to crack the Vault by
guessing the code, but Vertafore made sure they walked away with some wonderful
contestants and their prizes are:
Bush/Rust Ewing Insurance - X Box Kinnect
Roussel/Hub International - $500 American Express Gift Card
Shadley/Simpson & McCardy – iPad
James/Carnal-Roberts Agency - Bose Noise Cancelling Headphones
Mohler/ The Holmes Organization - iPad
Attendee Wins $10k Prize from Imperial PFS
Cindy Cudd, training and operations coordinator with Ramey
& King Insurance in Denton, TX wins the Imperial PFS $10,000 NetVU
Conference Grand Prize.
The announcement came during the Grand Finale Celebration.
“The generous support, from our now Platinum Partner Imperial PFS, of the $10,000
Grand Prize is a huge win for NetVU members,” said Lisa Harrington, vice
president & COO, NetVU. Needless to say, it was a “huge win” for Cindy,
Imperial PFS is one of the leading premium financing
companies, with a network of 28 regional branch offices.
Ray Margeson Receives 2012 James M. Gibson Service Award
Ray C. Margeson, AAI, information systems director, Perry
& Carroll Inc., was named the 2012 James M. Gibson Service Award recipient.
This award recognizes service and achievement which goes
above and beyond the call of duty for NetVU activity over several years.
Margeson began his insurance career 25 years ago in the personal
lines customer service area. “Over time he developed into the agency’s
‘computer guy,’” said Gray Nester, outgoing chairman of the board. “He came
into his current role nearly 10 years ago. A staple at NetVU Conferences since
1997 and Ray has served on many committees both at the national level and at
his local Chapter, the Western Central NY AMS Users’ Group.”
Margeson said, “I strongly encourage everyone to
consider serving as a volunteer in NetVU.
The demands on your time are not onerous and the satisfaction you can
derive is truly rewarding. You can join
a select group and be proud of your contributions and of the difference you can
make. This involvement has been an
extremely rewarding experience.”
Nominations for award candidates come from Chapter leaders,
committee members, boards of directors, past presidents, Vertafore and the
Thursday, May 10 - 1:30 p.m. Central - Register NOW!
referrals is the single most powerful way of developing new business.
This webinar includes Referral Goal Setting, Referral Reluctance, Measurement
and Tracking, Scripting? How to ask for and get referrals and Overcoming
Objections? Your own!
Attend Florida: Join Vertafore & NetVU during the FAIA
Convention and see Why Real Time Makes Real Session – CE Approved
FAIA's 108th Anniversary Convention in Orlando will feature a CE session on Real
Time and Download this year! The session takes place on Thursday, June 7 - 8:00
a.m.-10:00 a.m. ET.
Real Time Makes Real Sense with Donna Barr-LaGoy, AIT, ACE,
president, Premier Insurance Consultants Inc.
Are you spending too much time logging into multiple carrier sites
to check on policy and claims statuses, to rate new business, or to remarket
existing? Do you find you sometimes think you are using your agency management
system as a Rolodex vs. a robust profit increasing machine? If you answered yes
to either or both of these questions, then this session is for you! Unlocking
the "Real Time" potential makes "Real Sense" for any
agency. This session has been approved by the DFS for two (2) hours of CE
credits (intermediate) CE #79706, CE0220-General Lines (Property &
Casualty). Sponsored by PURE.
Join Vertafore and NetVU for this session, and others at the FAIA
Convention. Make sure to stop by the exhibit hall and say hi.
Make sure your carriers attend this session – we need them to help
you write more business!
Click here for more information and to register.
Creating a Successful Agency Web Site Webinar
This recorded webinar was hosted by the Independent Insurance Agents of Texas as part of its
"Moving Your Agency Online" series — presented by agency consultant
Steve Anderson. IIAT and Steve Anderson have provided ACT permission to
help publicize this great session to the independent agency community.
Successful Agency Web Site webinar gives independent agencies a great
roadmap and practical "how to" tips on creating successful agency web
sites both for their current clients, and to attract new business. The
agency's web sites provide the anchor for an effective online presence and
every agent will find this recording well worth his or her time.
Chapter Raises $11,800 for InVEST
The NetVU YPC “hooped it up” for InVEST at the 2012 NetVU
Conference last week. Through a variety of events from a special early morning
fitness class featuring a professional hula hooper sponsored by AppRiver, to a
hula hoop demonstration on stage by the NetVU Executive Committee during the Grand
Finale Celebration, the YPC drew attention to the great value InVEST brings to
The initial goal was $2,500, but the tipping point for the
board involvement was reaching a goal of $10k, which was exceeded during the
closing night's festivities in which "donations were made in order to see
an attendee of their choice shake, rattle and roll while trying to keep the
hula hoop circling their hips," explained Mark Stolly, newly elected NetVU
Founded in 1970 at Hollywood High School by the Independent
Insurance Agents of Los Angeles, InVEST's mission is to improve insurance
literacy in students and attract new talent to the industry. You can find more
information about InVEST and how your Chapter can support it as well, by
Keep up-to-date with the YPC at https://www.facebook.com/NetVUYPC