It can be challenging to fit local user group meetings into your schedule, but NetVU Chapters, Education, and Partners are here to help. Our user group volunteers have been working hard to provide virtual opportunities on the latest hot topics to help you better utilize your Vertafore system.
The best part of these virtual meetings is that they’re open to all NetVU members, so you have the opportunity to connect to other users and education that you might not normally have access to for a local meeting. Sign up to receive a copy of the webinar recording if you aren’t able to join during the designated meeting time.
View Our Meetings & Events Calendar, and Register Now.
Tuesday, 5/9 at 11:30 a.m. Central – Accounting Unique to Insurance Agencies - NetVU Education
Come learn how and why insurance agency accounting differs from standard bookkeeping and accounting practices. Learn from an expert about agency-specific tasks. Janet Tuttle, TDECU Insurance will guide your journey through concepts vital to effectively running the financial aspect of your agency.
REGISTRATION CLOSED: DEMAND FOR THIS COURSE HAS BEEN OVERWHELMING. WE WILL OFFER A SECOND SERIES STARTING IN JULY—2017. WATCH NCOM FOR DATES AND REGISTRATION LINKS.
Wednesday, 5/10 at 10:30 a.m. Central – Making Download Work for You - Part 2
Come back to Part 2. You’ll learn how to include the information found in the download reports in your written plan. Ask any questions that have come up during your review of download in your agency and your implementation of your agency’s written plan.
NetVU offers monthly download webinars. Stay tuned to our
Meetings & Events Calendar for details on the next webinar.
Friday, 5/12 at 11 a.m. Eastern – Going Digital: Insurance Anytime, Anywhere - Presented by Insurance Digital Revolution
Please join us for the all-industry webinar "Going Digital: Insurance Anytime, Anywhere," hosted by the Insurance Digital Revolution. The webinar is designed to help insurance professionals transform their agencies to meet the needs of today's insurance customers.
Tuesday, 5/16 at 1:00 p.m. Central – Using Video to Drive Growth & Retention - Presented by ACT
Join the Agents Council for Technology (ACT) for an insightful session on how to creatively increase sales and retention within your agency through the use of videos! Immediately following the webinar there will be 15 minutes for Q&A.
Thursday, 5/18 at 1:30 p.m. Central – AMS360 Accounting Chapter Meeting
Save the date to join the AMS360 Accounting Chapter for their upcoming Chapter Meeting.
Tuesday, 5/23 at 11:00 a.m. Central – QuickNavs & WorkQues: Understand &Implement
QuickNavs and WorkQues are at the heart of the efficiencies gained by implementing Vertafore Agency Platform in your agency. Join presenters Joyce Sigler (Jones-Wenner Insurance), Kerri Urrutia (Vertafore) and Kevin Pham (Vertafore) for this two-part session. Part 2 will take place on Wednesday, 5/24 at 11:00 a.m. Central. Part 2 will take place on Tuesday, 5/30 at 11:00 a.m. Central.
Wednesday, 5/24 at 2:00 p.m. Central – Access the Best Markets and Data-Driven Insights – Presented by IVANS
By providing a simple, automated solution to connect to markets and review industry insights, IVANS enables agencies to gain access to new markets, leverage data-driven insights, and search for markets within existing workflows. Join IVANS and Hagerty Insurance as they discuss complimentary market appetite tools available for your agency.
View Our Meetings & Events Calendar, and Register Now.
Efficient access to market information is crucial to ensure that you provide the best coverage for your clients’ risks. With IVANS, you can quickly and easily identify insurer appetite when you begin searching for markets. Reduce dependency on the time-consuming, manual methods of searching for insurer appetite with a complimentary online search tool that enables your business to increase visibility and access to markets for new and renewal business. IVANS enables you to match clients’ risks with the best markets and provide valuable insight on premium renewal rate change for more informed client conversations and a superior customer experience.
At no cost to you, IVANS provides your business with:
- Market appetite search: Search for appetite beyond your current insurer partners, enabling your agency to find the best markets faster for your clients to drive more business.
- Future growth identification: Easily identify markets and lines of business targeted for future growth and gain new appointment opportunities through proactive insurer and MGA engagement on these specific risk segments.
- Valuable market insights: Analyze data-driven market insights and review premium renewal rate for the most commonly placed lines of business to ensure the best premium compared to industry benchmarks.
- Integrated workflows: The online tool is available to all IVANS agencies, allowing you to search for insurer appetite directly from your management system.
- Appointed markets: Quickly view search results that clearly indicate and rank your appointed insurer and MGA relationships by line of business.
Getting started with IVANS is easy. Access more markets today by visiting
markets.ivansinsurance.com. Be sure to register for the Wednesday, 5/24 at 2:00 p.m. Central –
Access the Best Markets and Data-Driven Insights.
What should you look for when selecting an e-signature software that’s super easy for both your agency and insureds to use?
- Easy document set-up. Setting up your first document for signing shouldn’t take more than a minute. The easiest e-sign software can instantly turn documents of any file type into ones where you can drag and drop signature fields where you need them.
- Simple signing for insureds. An easy-to-use e-signature software won’t ask your insureds to download anything - and will allow them to simply open your documents directly from an email – and even via a text message – to sign.
- Automatic time-saving features. From automatic email reminders for insureds to automatic storage and backup of your signed documents, the right e-sign software should make previously tedious tasks simple for you.
- Easy to use with Vertafore’s agency management systems. From AMS360 to QQCatalyst, leading e-signature software, InsureSign, works with them all.
“We researched different e-signature tools first before choosing InsureSign,” says Anne Marie Miller from The Kinney Agency. “InsureSign was easy to use, and we could just drop files from it into AMS360.” Read more -
by clicking here - about the other e-sign software The Kinney Agency tried before choosing InsureSign.
Exclusive offer for NetVU members: Want try out InsureSign, which offers all of the above features? Start a 14-day free trial (no credit card required) by
signing up here.
Then enjoy 20% off the first six months when you use code NETVUMEMBER!
Tips from NCOM Posts 
Gina Foster, Davis Dyer & Max Inc, Garland, TX
Is there a report that will list your clients by premium size?
Read more
Terry Pendley, Old South Insurance Group, Hazlehurst, MS
What do you find to be best practice with regard to applying credit balance to an invoice?
Read more
Alice L. Martin, Taggart & Associates Inc., Boulder, CO
Is there a better — possibly more legal — way to get company logos for use on our own website and for Client Portal as well?
Read more
Paul Ventura, Inter City Agency Inc., Lake Success, NY
When downloading policy documents into IR/WS, the files seems overly large. We're doing extra steps to make them smaller. Does anyone have a solution for this?
Read more