Legacy of Legends
By: Stephen M. Moriyama, NetVU Vice Chairman of the Board
On September 11, 2012, we
conducted our monthly NetVU Board of Directors meeting. Chairman Mark
Stolly asked us to take a moment to reflect on September 11, 2001 and how it
still impacts us. Some of us knew people
either in the Twin Towers or supported search and rescue efforts. For others, this date is a reflection of how
the human spirit of courage in the face of adversity inspires others to do more
and give more of themselves.
Our association has its
own legacy of legends. Decades of men and women have made extraordinary
efforts to share their passions and to make this industry a better place to
live, work, and grow.
The NetVU Board of
Directors, in the pursuit for continuous improvement, has moved the national
awards selection to the Industry Relations Committee. This year’s
committee includes many of our own association legends, leaders, and
We asked these simple
- How do we continue to honor those that have made our association
and industry significantly better?
- Can we inspire others by sharing the stories and accomplishments
of these award recipients?
The board of directors
unanimously approved a motion presented by NetVU Vice Chairman Stephen Moriyama
to amend the names of three of our awards as follows:
Service Award in Memory of James M. Gibson
Leadership Award in Memory of Louie E. Woodbury Jr.
Insurance Automation Award in Memory of Wade S. Dunbar Jr.
Adding the description of the award before their namesakes highlights the
spirit of their achievements. Continuous recognition is not only given to
these industry pioneers, but to the recipients who have been bestowed the honor
of these awards, yesterday, today and tomorrow.
Other NetVU awards include:
Education Memorial Award in Memory of Francis P. McDonnell
Young Professional Financial Assistance
Nominations are received from across the industry for the Automation Excellence
and Quantum Awards. Let's be sure to
take a few moments to consider those around NetVU that stand out in Chapters,
committees and the industry. People inspire people every day with a class
they presented, an NCOM post they shared, or support given in a committee. Please take a moment to honor these people by
nominating them for an award.
Please visit the Awards page for a full description of each award.
We will never forget 9/11
and its impact on our world. On this 9/11, NetVU took time to ensure our own
legacy of legends is never forgotten.
Young Insurance Professionals Financial Assistance
The Motorists Insurance Group is once again sponsoring a Young
Insurance Professional to attend the upcoming NetVU Conference.
First-Time NetVU Conference attendees may now apply for financial assistance targeted
to increase participation among young insurance professionals.
The financial assistance package includes:
Accommodations at the Headquarters Hotel
The Young Insurance Professionals Financial Assistance has been
established to assist young professionals in reaching a higher level of
performance by participating in the conference and networking with their peers.
It also helps agencies with the sometimes unaffordable professional development
costs, and thereby contributes to their ability to provide continuing education
to employees. By enhancing the knowledge of young professional agency
employees, it enables them to contribute to their association, and the
profession as a whole.
Click here for more information and
to complete the application.
Hurry - applications are due
November 30 and the winner will be notified by January 1.
NetVU Industry Relations Committee Delivers Message to More
Continuing with NetVU’s vision of building on its strong carrier
connections, the Industry Relations Committee recently visited with five key
companies – Allied Insurance, EMC, Liberty Mutual Agency Corp, Plymouth Rock
and Quincy. The goal of the meetings is to discuss the NetVU Industry Playbook,
and industry priorities as it relates to business and technology issues, and
trends each organization is experiencing.
The meetings focused on industry facing challenges like Real Time
implementation, use of Vertafore’s technology tools, and interacting with
Vertafore agencies. Other topics of
discussion centered on the challenges confronting the growing need to address
mobile access and effectiveness, small and mid-commercial quoting, tools for
appetite management and how we can all work together as one to compete with
specific item that has been mentioned in almost every meeting was the ability
to download claims. We are happy to say this functionality will be
available, downloading into TransactNOW in its initial phase, which is
scheduled to be released first quarter of 2013. We have also heard loud
and clear, that more and more the majority of personal lines business is
derived from comparative raters.
Representatives from NetVU and Vertafore senior staff joined the
committee in visiting with executives from the companies. “The NetVU board of
directors tasked the Industry Relations Committee with visiting 25 of the top
50 carriers by 2015. By the end of 2012, we will have visited 18 carriers
across the country,” said Committee Chair and Vice Chairman of the Board Stephen
Moriyama, Hayward Tilton & Rolapp Insurance Associates Inc.
“These visits have opened the door to increased carrier
communications which is leading to NetVU being ‘top of mind’ among our members’
key business partners. In our discussions, many carriers have voiced a
commitment to improving password management and data security, among other
issues,” stated Moriyama
Our primary focus in these meetings is to represent NetVU Members’
concerns, which is why we look to you to help us build the agenda, watch NCOM
for posts about future visits. We expect
to visit carriers in Texas and Michigan in early 2013.
Want More Carriers to Use Real-Time Systems, Survey Says
“Sky is the limit” on what
agents can do with time freed up because of real-time programs, an agent says.
For independent agent Joyce Sigler, one hour of time can be the difference between a carrier that uses a real-time system and one that does not.
An agent works on an auto policy with three vehicles and three drivers, each with a different rating. It takes less than minute—a click of a button—to move the information from the agency management system to the carrier using a real-time system, says Sigler, vice president of administration of Jones & Wenner Insurance in Fairlawn, Ohio.
But for a carrier using its own portal, the agent spends an hour rekeying the information and verifying it for accuracy, she adds.
“That time could be spent evaluating renewals, it could be spent doing other marketing programs, it can be spent looking at coverages,” says Sigler, whose agency employs 15 people and offers insurance for trucking and transportation, professional enterprises and personal lines. “The sky is the limit as to where it could be spent.”
Sigler agrees with other independent agents and brokers who say more insurance carriers should offer real-time capabilities to improve workflow efficiency at their agencies, according to a recent Real Time/Download Campaign survey with more than 3,100 respondents.
Using a five-point scale, survey participants prioritized 11 types of enhancements to real-time programs, according to the campaign.
Six of 10 survey respondents gave “additional carriers with real-time capabilities” the highest rating, according to the campaign. Agents and brokers also prioritized “broader carrier participation” and having “consistent lines of business/real-time functions offered across carriers.”
The number of carriers using real-time systems is growing, but there’s still more work to be done, says Stuart Durland, vice president of Seely & Durland Insurance in Warwick, N.Y., who has long supported real-time models.
For Durland’s nine-person agency, which specializes in business and personal property-casualty insurance, not all of the carriers have real-time functions—or are fully carrying them out. The same is true for other agencies too.
To receive a quote for a client, an agent may only need to enter information into the agency management system and click a button, sending the information to a carrier through a real-time program, he says. But for another carrier that’s partially implemented real-time, the agent may need to log in to the carrier’s website to add more information before receiving a rate. And for a carrier not using real-time, the agent may need to start from scratch by retyping all of the client’s information in a carrier’s portal.
“It’s an inconsistent workflow at this point,” Durland says.
In addition to carriers, more agencies could also use real-time, he says. Some aren’t using it for reasons that may include staff size or lack of access to an IT professional, but Durland notes it may seem “more overwhelming than it probably is just to get involved with it.”
“The companies have to implement it, but the agencies have to use it as well,” he adds.
Victoria Goff (email@example.com) is IA online editor. © Independent Insurance Agents and Brokers of America, Inc. 2012 copyright
More information about the Real-Time Campaign survey results is here.
Be More Profitable in 2013
More efficient and more profitable – is that how you want to
describe your agency next year? Then come to the 2013 NetVU
Conference - March 14-16 in Grapevine, TX!
Learn from Vertafore, your peers and other industry experts
how to use the tools you have to improve the way your agency operates.
Learn tips and tricks, best practices and other tools available to make the
day-to-day of your agency run like a well-oiled machine. Register today!
Now for Quality, Affordable, On Demand Education Delivered to Your Desktop
Are you getting the most out of your investment in your agency management
system? Ensure that you are by having your staff properly trained on the best
majority of these sessions are designed and presented by NetVU members.
Click here for session descriptions
and to order. These sessions are reasonably priced ($5-$15.00) and
available when you are.
convenient is that?
- System Admin
- Servicing Your
- Certificates & EPI
- Renewal Management
– Renewal List
- Where is my
– Download Reports to Run & Tips for Cleaning Up Policies
- Making the Activity Log Work for You
– Best Buddies: BBI & Excel
– Using BenefitPoint As a Sales Tool
– Beyond BBI – Think Outside the Box
– Day in the Life of a CSR (two part series)
– Accounting Tips & Tricks
– Is Your Money Safe (two part series)
Accounting (Four Part
from the Inside – 3 Key Practices to Grow your Bottom Line Presented by Emily Huling
Download Work for You – Part 1
Click here for session descriptions and
to order NOW.
University is a sub-learn center of Vertafore University. If you do not
already have a Vertafore University login, you will need to register. This
is a separate login from your NetVU.org login.
Let us know
if you have an idea for a NetVU webinar, contact us today at Theresa@NetVU.org.
Today – “The Water’s Fine, and the Payoff Immense!”
our series highlighting NetVU’s many committed volunteers, we would like to
share with you how one long time NetVU volunteer got started and what that
means today. Tina Clay has been involved with NetVU (AMSUG when she first
started) for more than 12 years. Here is her story:
attending any NetVU events, I had attended another user group conference which
was ok, but it didn’t strike a chord with me. However, from my first
NetVU local users group meeting, I found it amazing. The people were so
welcoming and willing to share information. Once I attended the first NetVU
Conference, I was hooked! I found the same warmth and witnessed
incredible volunteerism tenfold…make that one hundred fold.
volunteering immediately after attending that national conference. Even
though I’ve attended more than 10 conferences since, that same feeling
materializes every time. I am absolutely amazed at the dedication, hard
work and willingness to share from attendees, partners, staff and Vertafore.
And the bonus is that I have made some incredible life-long friends in the
have an extremely busy work life, I make time to continue my volunteerism
because it is very rewarding and provides a sense of accomplishment and pride
not found in any other area of life. My recommendation for new users is to
not be shy and dive right in…the water’s fine, and the payoff is immense!”
volunteered and presented at multiple NetVU Conferences, her local Chapter
meetings and PowerUsers. She has been awarded Chapter MVP many times, has
served on Leadership Development, Sagitta Education and R&D Committees, and
has been involved with SAUCI and the Pacific West Sagitta Users Group. Tina is
a member of the NetVU Educators Guild, currently serves on the NetVU board of directors,
and is also one of the first certified Sagitta System Admins. Please join us in
thanking Tina Clay for her stewardship and service to NetVU and wish her many
more years of contributing to users helping users.
friendliness and passion for helping others is contagious to everyone she is
around. Please consider joining Tina and
our many other NetVU volunteers. We have over four hundred opportunities
to serve, ranging from passing out registration materials at conference to
organizing a local Chapter. The commitment is up to you as Tina says –
“dive right in…the water’s fine!”
Do you have a
NetVU Volunteerism story – maybe it’s time you started one?
out the vast array of volunteer opportunities and complete your volunteerism