NetVU gives members convenient access to a multitude of resources in the insurance industry. Members also can get involved in industry workgroups for purposes of education, networking and advocacy.
NetVU Playbook - StrategicIndustry Position – NetVU created this playbook as a baseline of the
priorities that are affecting our agency members. Use this playbook as you are talking with
other leaders in the industry.
Real Time & Download Resources – our top priority!
What is Real Time?
When we speak of Real Time, we mean the ability for you
to click on a button from a client file in your agency management system or
comparative rater for immediate access to carrier information on that client.
The transaction may be a quote, billing inquiry, claim inquiry/loss runs,
policy view, endorsements or a request for information. This provides
a single workflow for servicing or quoting.
NetVU has recorded TransactNOW webinars for your system type – to review the recordings.
Please use Internet Explorer to view the following webinars, as they may not work with other browsers:
The Best Real Time Workflow - Password: NetVU
New Business Real TimeWorkflows - Password: NetVU
Monthly Download webinars - Check
Calendar often to upcoming events!
Real Time/Download Campaign - Broad segments of the industry
have come together and have taken the unprecedented step of forming the
Real-Time/Download Campaign to promote agents’ ease of doing business. The participating agents, brokers, carriers,
vendors, user groups, and associations have seen how Real Time and Download are
benefiting agency workflows, customer service, and bottom lines, and they want
to see more agencies gain these advantages.
You can find the latest articles and reports at
Check out the AUGIE Download
Time Saving Calculator to see how much your agency can save by doing
Commercial Download. You can also obtain the AUGIE CL DL AgencyGuide.
NetVU/Vertafore Commercial LinesDownload Agency Guide
Commercial Lines Download StartUp & Resource Guide
Sagitta AgencyDownload Guide
ACORD Commercial Lines Policy Detail Download-Agency Start-UpGuide
ACORD - Watch Cal Durland in The Carrier's Role in Download
Check theVertafore Carrier Partner Lists to see if your carriers are certified on
your management system.
IIABA’sACT (Agents Council for Technology) is dedicated to promoting the use of the most
effective workflows and technologies within the Independent Agency System. Visit their site often to review the latest
articles on how you can be more efficient and the tools available, internet
marketing, Planning and security and carrier interface, you can also find see
the upcoming events where you too can get involved.
AUGIE’s (ACORD User Group InformationExchange) mission is to
provide a forum for open communication among agents, brokers, carriers,
associations and solution providers leading to improved workflow and increased
productivity. NetVU supports AUGIE and
your leaders sit on the Leader council.
Review their website for upcoming events and resources. Join us at AUGIE today.