Partner Article Archive |    

Hear from NetVU Partners on the latest news and highlights that affect the insurance industry.

2021

Why Standing More and Sitting Less is Critical to Your Health

2/2/2021
When you think about something that might have a harmful effect on your health, you probably don’t think about the chair you sit on for work – but maybe you should. Even before COVID-19, Americans didn’t get enough physical activity, but the pandemic

Why Most Insurance Agency Sales Training Fails

9/8/2021
HOW INSURANCE BUYERS HAVE CHANGED Driven by the current digital fatigue and information overload, insurance buyers today are: • Overwhelmed, time starved, distracted, and stressed • More risk averse, uncomfortable with change, and likely to defe

What's New with IVANS Exchange in 2022

12/7/2021
The overall technology landscape is evolving at a breakneck pace. While these changes are meant to improve the quality of life, the unfortunate flip side is an increase in cyberthreats. This is why global cybersecurity spending increased from nearly

Using Imperial PFS® Technology to Build Rapport with Your Clients

10/5/2021
In the current market, it can be difficult to stand apart in the insurance industry. The marketing pushed to consumers today encourages them to shop around for rates and find the insurance group that can deliver their needs the fastest. This approach

Unlocking The Power of Digital in Your Agency

8/3/2021
Learn how to strategically navigate digital transformation. Whether you’re a traditional agency just starting to implement digital tools or a fully digital agency looking for what’s next, we want to help you identify the capabilities that can help

Transform Your Premium Collection Process

1/12/2021
Imperial PFS is evolving technology solutions in the insurance industry and we want you to reap the benefits. We have been asking our Customers about their business processes and are intensely listening. One recurring theme is that there are too many

Tips for Setting Up a Hybrid Workplace

7/7/2021
We’ve talked about the future of the workplace being a new, flexible model—one where employees work both in the office and at home, with part-time, contract, flex-schedule and job-sharing arrangements flourishing. But while 78% of employees say they

The Role of Compliance in Cybersecurity

12/7/2021
The overall technology landscape is evolving at a breakneck pace. While these changes are meant to improve the quality of life, the unfortunate flip side is an increase in cyberthreats. This is why global cybersecurity spending increased from nearly

The Power of Personalization

8/3/2021
Let me tell you a quick, real-life story that ties directly into the importance of personalized marketing during a customer’s journey from awareness to conversion to full on brand enthusiast. The day my fiancée moved in with me, an hour after we sat

The Magic of Keeping in Touch

1/12/2021
As your business grows, personally staying in touch with clients becomes more important than ever. But as you know, it’s easier said than done when you’re up against local and national competitors who often have larger budgets and more resources. Sta

The Importance of Being Kind

10/5/2021
Yesterday, I saw a post on my Facebook feed about a friend of a friend who just found out that her five-year-old son has an inoperable brain tumor. A woman I work with was rushed to the hospital this week and ended up delivering her baby three months

The Impact of the Pandemic on the Insurance Industry

7/7/2021
We have certainly seen a fair amount of change in our world due to the pandemic, and there is more to come. The long-term impact is yet to be determined as we continue to adapt and learn from an unprecedented situation. The insurance industry has alr

The Hartford’s New Innovation Lab Reflects Insurance Industry’s Embrace of Insurtech

11/9/2021
Equipped with a scribbled-on whiteboard, small putting green and a sign that says “Think Big,” the Innovation Lab at the top floor of The Hartford’s Asylum Avenue headquarters evokes a respite from the buttoned-down insurance company feel.

Ransomware on the Rise: Top Delivery Vectors

10/5/2021
Ransomware is a costly and destructive threat to organizations – and a quick glance at the headlines shows that these attacks are clearly on the rise. Fortunately, with a clear understanding of the risk to your business there’s no need to panic.

Quivit by Imperial PFS

12/7/2021
As a refresher, a digital transformation is, “the process of using digital technologies to create new – or modify existing – business processes, culture, and customer experiences to meet changing business and market requirements,” according to Salesf

Mastering The Art of Intentional Relationship-Building

4/6/2021
Traditionally workers have measured their value within an organization as a combination of effort and performance (i.e.: contribution to the bottom line). For the most part, this is a result of how companies have long assessed their employees. After

It’s Not About Setting Goals – Building an Inclusive Culture Drives Results

2/2/2021
There is a change in the air, and it is a much-needed change. According to CNN Money, the millennial and Gen Z generations are the most diverse in history. Only 56% of millennials are white, while the baby boomer generation is a whopping 72%.

HR Compliance: What It Is and Why It's So Complicated

8/3/2021
Running a business comes with no shortage of perks. You get the freedom to be your own boss, invest in an idea, steer its trajectory, and create wealth. It has its challenges, too. Competition may be fierce. Demand for what you offer may be low. Cost

How to Handle a Decline in Employee Performance

8/3/2021
When a previously top-performing employee shows a decline in performance, there are a few steps you can take as an agency owner. Rather than turning a blind eye, which is damaging both to the employee who is struggling and the other employees in the

How to Engage Your Local Community in a Digital World

3/2/2021
Local engagement for insurance is a popular marketing topic, and for good reason. Engagement is what customers crave, and they punish companies that don’t create relationships by walking away or clicking a button. Agency Revolution makes digital comm

How to Communicate Business Reopening with Customers

4/6/2021
So, you’re reopening your business. That’s good news for you and your customers, right? Right? Even your most devoted customers may need reassurance that it’s safe to go back to doing business with you. You don’t just need to update your custom

How Marketing Automation Can Drive Insurance Agency Growth and Revenue

6/3/2021
The life of an insurance agent is never dull. From running the back-office functions of an agency, to selling new policies, to keeping on top of licensing and compliance, there just aren’t enough hours in the day!

Growing Small Insurance Accounts

5/4/2021
Managing small commercial accounts is a struggle many insurance agencies face. After all, small accounts bring in less revenue and are often less experienced insurance buyers who need more support.

Going Paperless: An Agency Success Story

8/3/2021
One way to easily increase productivity as an agency is to purge paper and embrace automated technology. That is one of the first decisions Meehan Insurance Agency executives made in 2019 when switching offices, exchanging physical filing cabinets fo

Full Integration Allows Clients to Pay Securely Online

2/2/2021
Simply Easier Payments is now integrated with Vertafore’s QQCatalyst® to offer seamless, no-cost payment solutions to Vertafore customers.

Engaging and Empowering the Largest Buying Market for Insurance

6/3/2021
Millennials are a fast-moving generation and as of 2020, have the largest generational purchasing power at $2.5T with Gen Z not far behind at $34B and continuing to rise. As the market profiles shifts, companies that are not updating processes to mee

Download Connections: The Key to Agency Efficiency

5/4/2021
Data shows that the insurance industry is pushing towards being entirely paperless. Insurers and MGAs are adopting modern technologies to automate information exchange between their different systems to save time and money. According to a recent IVAN

Don’t Let the Internet Destroy Your Career

7/7/2021
Insurance is a knowledge business, and it is imperative that you and your colleagues have access to the most up-to-date and accurate information possible to perform your job well. Providing a wrong answer or making a mistake can lose customers, lead

Critical Policies to Have in Your Workplace This Year

11/9/2021
Our Senior Legal Analyst, Kara Govro, JD, SPHR, recently delivered a powerful webinar: “4 Critical Policies to Have in Your Workplace This Year.” She highlighted not only policies you should have, but also best practices on COVID-19 management, hirin

Copy of Transform Your Premium Collection Process

1/12/2021
Imperial PFS is evolving technology solutions in the insurance industry and we want you to reap the benefits. We have been asking our Customers about their business processes and are intensely listening. One recurring theme is that there are too many

Change Management Basics - Adar

12/7/2021
The overall technology landscape is evolving at a breakneck pace. While these changes are meant to improve the quality of life, the unfortunate flip side is an increase in cyberthreats. This is why global cybersecurity spending increased from nearly

Building An Effective Local Marketing Strategy For Your Agency

12/7/2021
The overall technology landscape is evolving at a breakneck pace. While these changes are meant to improve the quality of life, the unfortunate flip side is an increase in cyberthreats. This is why global cybersecurity spending increased from nearly

Broker Buddha Now Integrated with Vertafore Sagitta

9/8/2021
Broker Buddha, the leading client engagement platform for independent agencies, announces the ability to seamlessly integrate with Vertafore’s Sagitta Agency Management System. Building on its library of over 10,000 Smart Forms and highly personaliz

Bad Things Come in Small Packages; Good Things Come in No Packaging at All

4/6/2021
We at Tech Essentials had been hoping to have at least a one-week respite from any talk of COVID, and we were sooo close this week…until I saw an article about a British mathematician who calculated that, based on there being two quintillion virus pa

Avoiding Email Tax Scams

4/6/2021
Cybercriminals are always eager to utilize current events for their attacks, and the tax season is no different. Hackers are well aware that the US population is stressed out about their taxes, and they know how to capitalize on tax anxieties to st

Are You Still Paying for eSign?

5/4/2021
Collecting digital signatures is a key task for any productive agency, and that software is now available for free to independent insurance agencies.

An Employee Engagement Cheat Sheet: How to avoid the “I quit” email

6/3/2021
“To whom it may concern, Effective immediately, I am terminating my employment.” After nearly two years on the job, that’s how Valerie left the company. With an email to her boss, sent at 6:02 am the day she was due back from vacation. The e

Actionable Data: Data That YOUR Business Can React To

10/5/2021
You hear it daily: “Without data, you can’t compete in today’s business climate.” In the beginning, our opinions were counter to that. We believed that with a strong sales team and a world-class culture, that we could grow exponentially, despite ou

A Question of Balance

7/6/2021
With a degree in marketing, Jessica Jeffress wasn’t planning on a career in insurance—and then she joined the Kentucky independent agency of Peel & Holland in September 2009, first as a receptionist and then as a personal lines customer service repre

6 Lessons that are Shaping the Future of Remote Work

12/7/2021
The overall technology landscape is evolving at a breakneck pace. While these changes are meant to improve the quality of life, the unfortunate flip side is an increase in cyberthreats. This is why global cybersecurity spending increased from nearly

5 Creative Ways To Connect With Leads

3/2/2021
As an independent agent, you’re always on the hunt for new leads. But lead generation can be surprisingly tricky. Many of the classic techniques are a bit tired. They won’t help your small insurance agency stand out from the competition, causing you

5 Components to Enabling a Remote Workforce

1/12/2021
Had you asked nine months ago what predictions were made for 2020, moving the entire company to a remote workforce would not have been on the list. Fast forward to today, leadership, management, employees, customers and partners have adopted this new

4 Things Your Premium Finance Partner Should Be Doing to Make Your Life Easier

9/8/2021
Your business is your life. If you’re willing to put in the long hours, the stress, the commitment, and the sacrifices of building up a successful insurance agency, then it must be your passion. And passion is what makes life worth living.

3 Helpful Tips for Beginners in the Insurance Industry

11/9/2021
Early in your insurance career, you may be asked to do things that you’re not sure are right. The thought of saying “no” to a request like this may feel like an intimidating prospect. However, not every request deserves a “yes.” In fact, automatical

2 Tips for Innovative Marketing Strategies that Win

6/3/2021
Well over a year into the pandemic, if you’re a small or midsize agency, here’s what to try now to meet your insureds’ evolving needs and boost your sales: Offer a specialty lines product like an umbrella, personal articles floater, flood or earthqua

Change Management Basics - Adar

12/7/2021
The overall technology landscape is evolving at a breakneck pace. While these changes are meant to improve the quality of life, the unfortunate flip side is an increase in cyberthreats. This is why global cybersecurity spending increased from nearly

What's New with IVANS Exchange in 2022

12/7/2021
The overall technology landscape is evolving at a breakneck pace. While these changes are meant to improve the quality of life, the unfortunate flip side is an increase in cyberthreats. This is why global cybersecurity spending increased from nearly

Building An Effective Local Marketing Strategy For Your Agency

12/7/2021
The overall technology landscape is evolving at a breakneck pace. While these changes are meant to improve the quality of life, the unfortunate flip side is an increase in cyberthreats. This is why global cybersecurity spending increased from nearly

6 Lessons that are Shaping the Future of Remote Work

12/7/2021
The overall technology landscape is evolving at a breakneck pace. While these changes are meant to improve the quality of life, the unfortunate flip side is an increase in cyberthreats. This is why global cybersecurity spending increased from nearly

Quivit by Imperial PFS

12/7/2021
As a refresher, a digital transformation is, “the process of using digital technologies to create new – or modify existing – business processes, culture, and customer experiences to meet changing business and market requirements,” according to Salesf

The Role of Compliance in Cybersecurity

12/7/2021
The overall technology landscape is evolving at a breakneck pace. While these changes are meant to improve the quality of life, the unfortunate flip side is an increase in cyberthreats. This is why global cybersecurity spending increased from nearly

Critical Policies to Have in Your Workplace This Year

11/9/2021
Our Senior Legal Analyst, Kara Govro, JD, SPHR, recently delivered a powerful webinar: “4 Critical Policies to Have in Your Workplace This Year.” She highlighted not only policies you should have, but also best practices on COVID-19 management, hirin

The Hartford’s New Innovation Lab Reflects Insurance Industry’s Embrace of Insurtech

11/9/2021
Equipped with a scribbled-on whiteboard, small putting green and a sign that says “Think Big,” the Innovation Lab at the top floor of The Hartford’s Asylum Avenue headquarters evokes a respite from the buttoned-down insurance company feel.

3 Helpful Tips for Beginners in the Insurance Industry

11/9/2021
Early in your insurance career, you may be asked to do things that you’re not sure are right. The thought of saying “no” to a request like this may feel like an intimidating prospect. However, not every request deserves a “yes.” In fact, automatical

Actionable Data: Data That YOUR Business Can React To

10/5/2021
You hear it daily: “Without data, you can’t compete in today’s business climate.” In the beginning, our opinions were counter to that. We believed that with a strong sales team and a world-class culture, that we could grow exponentially, despite ou

Using Imperial PFS® Technology to Build Rapport with Your Clients

10/5/2021
In the current market, it can be difficult to stand apart in the insurance industry. The marketing pushed to consumers today encourages them to shop around for rates and find the insurance group that can deliver their needs the fastest. This approach

Ransomware on the Rise: Top Delivery Vectors

10/5/2021
Ransomware is a costly and destructive threat to organizations – and a quick glance at the headlines shows that these attacks are clearly on the rise. Fortunately, with a clear understanding of the risk to your business there’s no need to panic.

The Importance of Being Kind

10/5/2021
Yesterday, I saw a post on my Facebook feed about a friend of a friend who just found out that her five-year-old son has an inoperable brain tumor. A woman I work with was rushed to the hospital this week and ended up delivering her baby three months

Broker Buddha Now Integrated with Vertafore Sagitta

9/8/2021
Broker Buddha, the leading client engagement platform for independent agencies, announces the ability to seamlessly integrate with Vertafore’s Sagitta Agency Management System. Building on its library of over 10,000 Smart Forms and highly personaliz

4 Things Your Premium Finance Partner Should Be Doing to Make Your Life Easier

9/8/2021
Your business is your life. If you’re willing to put in the long hours, the stress, the commitment, and the sacrifices of building up a successful insurance agency, then it must be your passion. And passion is what makes life worth living.

Why Most Insurance Agency Sales Training Fails

9/8/2021
HOW INSURANCE BUYERS HAVE CHANGED Driven by the current digital fatigue and information overload, insurance buyers today are: • Overwhelmed, time starved, distracted, and stressed • More risk averse, uncomfortable with change, and likely to defe

How to Handle a Decline in Employee Performance

8/3/2021
When a previously top-performing employee shows a decline in performance, there are a few steps you can take as an agency owner. Rather than turning a blind eye, which is damaging both to the employee who is struggling and the other employees in the

The Power of Personalization

8/3/2021
Let me tell you a quick, real-life story that ties directly into the importance of personalized marketing during a customer’s journey from awareness to conversion to full on brand enthusiast. The day my fiancée moved in with me, an hour after we sat

HR Compliance: What It Is and Why It's So Complicated

8/3/2021
Running a business comes with no shortage of perks. You get the freedom to be your own boss, invest in an idea, steer its trajectory, and create wealth. It has its challenges, too. Competition may be fierce. Demand for what you offer may be low. Cost

Unlocking The Power of Digital in Your Agency

8/3/2021
Learn how to strategically navigate digital transformation. Whether you’re a traditional agency just starting to implement digital tools or a fully digital agency looking for what’s next, we want to help you identify the capabilities that can help

Going Paperless: An Agency Success Story

8/3/2021
One way to easily increase productivity as an agency is to purge paper and embrace automated technology. That is one of the first decisions Meehan Insurance Agency executives made in 2019 when switching offices, exchanging physical filing cabinets fo

A Question of Balance

7/6/2021
With a degree in marketing, Jessica Jeffress wasn’t planning on a career in insurance—and then she joined the Kentucky independent agency of Peel & Holland in September 2009, first as a receptionist and then as a personal lines customer service repre

Don’t Let the Internet Destroy Your Career

7/7/2021
Insurance is a knowledge business, and it is imperative that you and your colleagues have access to the most up-to-date and accurate information possible to perform your job well. Providing a wrong answer or making a mistake can lose customers, lead

Tips for Setting Up a Hybrid Workplace

7/7/2021
We’ve talked about the future of the workplace being a new, flexible model—one where employees work both in the office and at home, with part-time, contract, flex-schedule and job-sharing arrangements flourishing. But while 78% of employees say they

The Impact of the Pandemic on the Insurance Industry

7/7/2021
We have certainly seen a fair amount of change in our world due to the pandemic, and there is more to come. The long-term impact is yet to be determined as we continue to adapt and learn from an unprecedented situation. The insurance industry has alr

How Marketing Automation Can Drive Insurance Agency Growth and Revenue

6/3/2021
The life of an insurance agent is never dull. From running the back-office functions of an agency, to selling new policies, to keeping on top of licensing and compliance, there just aren’t enough hours in the day!

2 Tips for Innovative Marketing Strategies that Win

6/3/2021
Well over a year into the pandemic, if you’re a small or midsize agency, here’s what to try now to meet your insureds’ evolving needs and boost your sales: Offer a specialty lines product like an umbrella, personal articles floater, flood or earthqua

Engaging and Empowering the Largest Buying Market for Insurance

6/3/2021
Millennials are a fast-moving generation and as of 2020, have the largest generational purchasing power at $2.5T with Gen Z not far behind at $34B and continuing to rise. As the market profiles shifts, companies that are not updating processes to mee

An Employee Engagement Cheat Sheet: How to avoid the “I quit” email

6/3/2021
“To whom it may concern, Effective immediately, I am terminating my employment.” After nearly two years on the job, that’s how Valerie left the company. With an email to her boss, sent at 6:02 am the day she was due back from vacation. The e

Growing Small Insurance Accounts

5/4/2021
Managing small commercial accounts is a struggle many insurance agencies face. After all, small accounts bring in less revenue and are often less experienced insurance buyers who need more support.

Are You Still Paying for eSign?

5/4/2021
Collecting digital signatures is a key task for any productive agency, and that software is now available for free to independent insurance agencies.

Download Connections: The Key to Agency Efficiency

5/4/2021
Data shows that the insurance industry is pushing towards being entirely paperless. Insurers and MGAs are adopting modern technologies to automate information exchange between their different systems to save time and money. According to a recent IVAN

Mastering The Art of Intentional Relationship-Building

4/6/2021
Traditionally workers have measured their value within an organization as a combination of effort and performance (i.e.: contribution to the bottom line). For the most part, this is a result of how companies have long assessed their employees. After

Bad Things Come in Small Packages; Good Things Come in No Packaging at All

4/6/2021
We at Tech Essentials had been hoping to have at least a one-week respite from any talk of COVID, and we were sooo close this week…until I saw an article about a British mathematician who calculated that, based on there being two quintillion virus pa

Avoiding Email Tax Scams

4/6/2021
Cybercriminals are always eager to utilize current events for their attacks, and the tax season is no different. Hackers are well aware that the US population is stressed out about their taxes, and they know how to capitalize on tax anxieties to st

How to Engage Your Local Community in a Digital World

3/2/2021
Local engagement for insurance is a popular marketing topic, and for good reason. Engagement is what customers crave, and they punish companies that don’t create relationships by walking away or clicking a button. Agency Revolution makes digital comm

5 Creative Ways To Connect With Leads

3/2/2021
As an independent agent, you’re always on the hunt for new leads. But lead generation can be surprisingly tricky. Many of the classic techniques are a bit tired. They won’t help your small insurance agency stand out from the competition, causing you

How to Communicate Business Reopening with Customers

4/6/2021
So, you’re reopening your business. That’s good news for you and your customers, right? Right? Even your most devoted customers may need reassurance that it’s safe to go back to doing business with you. You don’t just need to update your custom

Full Integration Allows Clients to Pay Securely Online

2/2/2021
Simply Easier Payments is now integrated with Vertafore’s QQCatalyst® to offer seamless, no-cost payment solutions to Vertafore customers.

It’s Not About Setting Goals – Building an Inclusive Culture Drives Results

2/2/2021
There is a change in the air, and it is a much-needed change. According to CNN Money, the millennial and Gen Z generations are the most diverse in history. Only 56% of millennials are white, while the baby boomer generation is a whopping 72%.

Why Standing More and Sitting Less is Critical to Your Health

2/2/2021
When you think about something that might have a harmful effect on your health, you probably don’t think about the chair you sit on for work – but maybe you should. Even before COVID-19, Americans didn’t get enough physical activity, but the pandemic

Copy of Transform Your Premium Collection Process

1/12/2021
Imperial PFS is evolving technology solutions in the insurance industry and we want you to reap the benefits. We have been asking our Customers about their business processes and are intensely listening. One recurring theme is that there are too many

Transform Your Premium Collection Process

1/12/2021
Imperial PFS is evolving technology solutions in the insurance industry and we want you to reap the benefits. We have been asking our Customers about their business processes and are intensely listening. One recurring theme is that there are too many

The Magic of Keeping in Touch

1/12/2021
As your business grows, personally staying in touch with clients becomes more important than ever. But as you know, it’s easier said than done when you’re up against local and national competitors who often have larger budgets and more resources. Sta

5 Components to Enabling a Remote Workforce

1/12/2021
Had you asked nine months ago what predictions were made for 2020, moving the entire company to a remote workforce would not have been on the list. Fast forward to today, leadership, management, employees, customers and partners have adopted this new

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