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9/19/2023QQCatalyst: Making Download Work For You Series, Part 1View recording
Download setup and implementation is a well-documented but often misunderstood feature of QQCatalyst. In this 2-part series designed specifically for QQCatalyst users, we'll start at the beginning and help you understand all the decisions and setups required to create a great experience for your agency. You'll be introduced to resources available to guide you through the implementation and utilization process. It is possible to create a download environment that is specific to your organization's needs that saves time and increases data accuracy. Join Chelsea and Zach on the journey to successful Download!
9/19/2023AMS360 Data Detox for Operational WellnessView recording
In this session, you will discover valuable strategies for performing a data detox that improves the quality and accuracy of your data in AMS360. We'll show you how to identify and correct any missing or erroneous data from your system. We'll also provide an overview of auditing procedures and best practices for maintaining good data hygiene.
9/12/2023PL Rating Masterclass | Admin Best Practices Session 1View recording
Session 1: Managing Users & Carriers in PL Rating Learn how to set up your users with the right user permissions and how to manage your carriers through VSSO and Credential Manager.
9/6/2023AMS360 & Sagitta: Making Download Work For You, Part 2View recording
Part 2: Making Download Work for You – Policy Download Workflows – where you’ll learn how to include the information found in the download reports in your written plan. Plenty of time is set aside to ask any questions that have come up during your review of download in your agency and the implementation of your agency’s written plan.
8/31/2023Sagitta Accounting NetVU Chapter: Payables ConnectView recording
If you are using ePayPolicy, then you are already familiar with their receivables integration. Join the Sagitta Accounting NetVU Chapter as we hear from Wade Schon, Product Owner on their newest release, Payables Connect!
8/24/2023AMS360 Tips & Tricks for EfficiencyView recording
This recording will have tips & tricks for greater efficiency within AMS460.
8/23/2023Simplifying Insurance Business Process to Retain Your TeamView recording
Listen in on how simplifying insurance business processes can help to retain your team from, Synatic VP of Business Development and Alliances, Jamie Peers.
8/23/2023NetVU Volunteer Leader One Voice Call - August 2023View recording
NetVU's quarterly One Voice Call unites NetVU volunteer leaders through shared goals. These calls are designed to help our leaders be educated, equipped, and empowered to serve NetVU members. We aim to create a more connected community and new advocates for NetVU, Vertafore, our industry, and ourselves. The development of better-informed NetVU members leads to higher effectiveness.
8/22/2023Small Agency Round TableView recording
Our conversations are geared towards agencies with 1-25 employees and isn't system-specific.
8/22/2023AMS360 & AgencyZoomView recording
AgencyZoom is more than Your Email Drip Campaign- better understand the pipeline management capabilities of AgencyZoom and cover the resources available to manage your agency’s new revenue opportunities, as well as renewal and service processes. From pipeline creation and filters to campaign development that includes email, texts, and tasks to operations and process management, you will learn ways to stay on top of the sales opportunities for you and your business with this webinar.
8/17/2023AMS360 Accounting NetVU Chapter: Book of BusinessView recording
In this session you will learn how to create your MAR Book of Business report and turn it into a meaningful financial reporting tool.
8/16/2023BenefitPoint Masterclass | New 23R2 ReleaseView recording
NetVU and Vertafore are proud to bring you our BenefitPoint Masterclass series! Every quarter, BenefitPoint experts from Vertafore will discuss some of our most popular product topics. Join the BenefitPoint Product Team for a presentation on the new enhancements and functionality being delivered with the BenefitPoint 23R2 release scheduled for September 15, 2023!
8/15/2023Maximizing Service Levels Through OutsourcingView recording
Let's debunk some myths about outsourcing and share how it is an efffective, long term solution to back- office, redundant tasks as well as solving a major part of the talent crisis.
8/8/2023QQCatalyst: Making Download Work For You Series, Part 2View recording
Download setup and implementation is a well-documented but often misunderstood feature of QQCatalyst. In this 2-part series designed specifically for QQCatalyst users, we'll start at the beginning and help you understand all the decisions and setups required to create a great experience for your agency. You'll be introduced to resources available to guide you through the implementation and utilization process. It is possible to create a download environment that is specific to your organization's needs that saves time and increases data accuracy. Join Chelsea and Zach on the journey to successful Download!
7/28/2023AMS360 & Sagitta: Making Download Work For You, Part 1View recording
Part 1: Making Download Work for You – Creating an Agency Download Plan Come away with the knowledge and tools to build the download plan for your agency. In this class, we'll discuss the tools and information to make download work to your advantage and give you the steps to follow to build a written download plan for your agency regardless of whether you are NEW to download or REVISITING an existing set-up for a check-up.
7/26/2023MAR 101: Start Here!View recording
My Agency Reports (MAR) is AMS360's robust reporting solution that can take your agency to the next level in finding and analyzing the data in your system. Feel like you've missed out on all the excitement surrounding this great tool? Join this class for a chance to rewind time and go back to MAR Basics.
7/25/2023QQCatalyst: Making Download Work For You Series, Part 1View recording
Download setup and implementation is a well-documented but often misunderstood feature of QQCatalyst. In this 2-part series designed specifically for QQCatalyst users, we'll start at the beginning and help you understand all the decisions and setups required to create a great experience for your agency. You'll be introduced to resources available to guide you through the implementation and utilization process. It is possible to create a download environment that is specific to your organization's needs that saves time and increases data accuracy. Join Chelsea and Zach on the journey to successful Download!
7/25/2023Top KPI's Your Agency Should be TrackingView recording
Leverage your Agency’s data to make data-driven decisions for maximum benefit. Track important KPIs for sales, finance and claims to Improve your bottom line. Choose the right Business Intelligence tool for your Agency's needs.
7/20/2023Midsize Agency Round TableView recording
Watch this recording of your fellow midsize agency owners and managers during our monthly virtual round table discussion. Our conversations are geared towards agencies with 25-99 employees and isn't system-specific.
7/19/2023Gain Even More Out of the Data in Your Vertafore SolutionView recording
Listen in as Jamie Peers discusses gaining more out of the data in your Vertafore solution.
7/18/2023Small Agency Round TableView recording
Watch this recording of your fellow small agency owners and managers during our monthly virtual round table discussion. Our conversations are geared towards agencies with 1-25 employees and isn't system-specific.
7/12/2023Create A Customer Onboarding Program That WorksView recording
Has your agency implemented a Customer Onboarding Program? No? Why not? Join Krystal as she shares why a properly onboarded customer can become a lifetime customer. She'll share the importance of a documented, repeatable process for new customers and for existing agency clients. You'll learn Krystal's 'Four Cs' of an effective onboarding system that preserves new sales and prevents exits of existing customers out the back door!
7/11/2023BenefitPoint: New Updates, Accelerate Highlights, & More!View recording
Hear updates for BenefitPoint, including new features and enhancements. We'll also outline BenefitPoint’s vision and strategy for the future, highlighting the awesome feedback provided by our community. Additionally, we'll be promoting the future of our Masterclass Series, following up on our BenefitPoint education sessions from Accelerate, and discussing strategies for recruiting more members and chapter leaders. Don't miss this chance to contribute and shape the future of BenefitPoint together! We’ll also hear from our official chapter sponsor ReSourcePro on their valuable service to BenefitPoint product users.
6/29/2023Why a Full-service Agency needs the Right CRMView recording
When evaluating technology, it's not always easy to know what to look for.  In this webinar, you'll learn why a full service agency needs the right CRM.  You'll walk away with knowlege of what you should be thinking about ahead of time when implementing, what the possibilities are and how to propel your employees and data strategy forward.
6/28/2023IT and Cybersecurity DebriefView recording
Accelerate covered a huge range of IT and Cybersecurity topics across the wealth of sessions and vendors focused on the topic. Join this webinar to debrief on the biggest takeaways and hot topics in the sessions and exhibit hall this year. Rhodian Group will be sharing our joint IT and Cybersecurity perspectives on what NetVU members need to be thinking about today.
6/28/2023Sagitta ReportingView recording
Using business cases submitted by Accelerate Workshop attendees, Bill Henson and Kate O'Toole will walk through the process to take a report from request to output, teaching you along the way the logic and techniques needed to create impactful reports from Sagitta data.
6/28/2023Midsize Agency Round TableView recording
Join your fellow midsize agency owners and managers for our virtual round table discussion. Our conversations are geared towards agencies with 25-99 employees and isn't system-specific.
6/27/2023Small Agency Round TableView recording
Join your fellow small agency owners and managers for our virtual round table discussion. Our conversations are geared towards agencies with 1-25 employees and isn't system-specific.
6/22/2023Issuing certificatesView recording
Want to save more processing time on certificates of insurance? Join Certificate Hero, a web-based application that uses Artificial Intelligence and Machine Learning technology, and learn how to address the labor intense process of issuing certificates. Integrated with your agency management system, Certificate Hero uses your data to create compliance guardrails for more efficient and accurate certificates saving you time and money while reducing your E&O exposure.
6/21/2023Commercial Submissions: Maximize your AMS360 IntegrationView recording
Cut manual, repetitive data entry from your Commercial Submissions quoting process with the latest AMS360 integrations. Watch a live demo on how to configure your AMS360/Commercial Submissions integration and how to import your customer data from AMS360 into Commercial Submissions. Next, learn from Shyla Lankford of Lipscomb & Associates the ways her agency has successfully utilized the AMS360 integrations with their Commercial Submissions account—and how you can implement this at your own agency.
5/24/2023NetVU Member OrientationView recording
As a Vertafore solution user, you are automatically a member of NetVU. This overview guides you through NetVU.org and the many benefits of membership. The NetVU Community, along with joining product specific communities will be demonstrated. This is a MUST for those who are just beginning their journey with NetVU or for those that want a better understanding of NetVU resources.
5/24/2023BenefitPoint Masterclass|AMS360 Integration & Best PracticesView recording
NetVU and Vertafore are proud to bring you our BenefitPoint Masterclass series! Once a month, BenefitPoint experts from Vertafore will discuss some of our most popular product topics. This month we are diving into our AMS360 Integration.  We are talking best practices, how the data flows back and forth, and the important role firm settings can play with this integration.
5/24/2023BenefitPoint Masterclass|Sagitta Integration & Best PracticeView recording
NetVU and Vertafore are proud to bring you our BenefitPoint Masterclass series! Once a month, BenefitPoint experts from Vertafore will discuss some of our most popular product topics. This month we are diving into our Sagitta Integration.  We are talking best practices, how the data flows back and forth, and the important role firm settings can play with this integration.
5/23/2023Emerging Technology Trends UpdateView recording
Our society and industry are experiencing as much change over a shorter period of time than perhaps at any other time in history…the trajectory is steeper than we’ve likely ever seen.   Inside our industry, the impacts extend from significant influence on consumer expectations to evolved and newly emerging nature of risk.  Many leaders have paved the way by pushing carriers and technology providers to think beyond the tablestakes, we are at a pivotal point where the “old guard and the up and comers” need to work together continue to push the functionality beyond all expectations without even knowing we need it. Technological advancement is at the epicenter of this change as a fuel for advancing our capabilities, changing what and how we perform daily tasks, and how we interact with each other.  The implications are broad, exciting, and even a bit scarry.
5/19/2023Annual Meeting of MembersView recording
Hear how NetVU lives its mission each day – advocating on behalf of NetVU Members for more effective and impactful industry solutions. NetVU does this by fostering a community of information sharing while delivering education to support professional development and improve your business operations. The annual meeting also includes introduction of an swearing in of NetVU's 2023-2024 Executive Board of Directors.
4/26/2023BenefitPoint Masterclass| Defects! Bring us your #1 DefectView recording
NetVU and Vertafore are proud to bring you our BenefitPoint Masterclass series! Once a month, BenefitPoint experts from Vertafore will discuss some of our most popular product topics. You won't want to miss this session. Sit down on Zoom with the BenefitPoint product team as we discuss defects. Come prepared to tell us what is adding time to your day.
4/18/2023Transforming Customer Experience Through Data UtilizationView recording
Join us for a compelling webinar by Jamie Peers, discussing the transformation of improving the customer experience through data utilization.
3/23/2023Optimize Your Agency w/ Data Automation -Reduce Manual InputView recording
A compelling webinar by Jamie Peers and Max Smith, discussing optimizing your agency with data automation while reducing manual input.
3/22/2023BenefitPoint Masterclass| BenefitPoint 23R1- Early AccessView recording
NetVU and Vertafore are proud to bring you our BenefitPoint Masterclass series! Once a month, BenefitPoint experts from Vertafore will discuss some of our most popular product topics. Master what's coming! The BenefitPoint product team will be on sharing some of the new functionality coming in our release next month. At the end, the team will answer your questions to ensure you are confident about the upcoming enhancements with the next BenefitPoint release.
3/7/2023Get Golden Client Engagement & Faster Commercial SubmissionsView recording
Client loyalty is like the pot of gold at the end of a rainbow, and luck is on your side! Learn how Broker Buddha can help you provide your insureds with the highest quality of service. We have features that others don't: our vast library of digitized Smart Forms, field mapping, and integrations will result in faster completed submissions. Join us and see how it all works!
2/23/2023AFCO's PMP-AMS360 Integration: How we're changing the game!View recording
AFCO is committed to meeting insureds and agents digital demands, both of which have accelerated in response to the rapid shift to a virtual environment. Join us as we demonstrate how AFCO has adapted its PayMyPremiums solution to work seamlessly with AMS360 to help you collect premium and offer payment options to every insured, without having to do the administrative work associated with premium finance. We'll also cover our upcoming Sagitta integration!
2/22/2023NetVU Member OrientationView recording
As a Vertafore product user, you are automatically a member of NetVU. Listen to this short overview to learn more about using NetVU.org and the many benefits of membership. The NetVU Community, along with joining product specific communities will be demonstrated. This is a MUST for those who are just beginning their journey with NetVU or for those that want a better understanding of NetVU resources.
2/22/2023BenefitPoint Masterclass | ACE and APIsView recording
NetVU and Vertafore are proud to bring you our BenefitPoint Masterclass series! Once a month, BenefitPoint experts from Vertafore will discuss some of our most popular product topics. The ACE and APIs Masterclass will provide you with an overview and leave you with some tips and tricks, like how to leverage custom fields.
2/21/2023Midsize Agency Round TableView recording
Watch this recording to hear your fellow midsize agency owners and managers have a round table discussion. Our conversations are geared towards agencies with 25-99 employees and isn't system-specific.
2/16/2023Sagitta Accounting Chapter- Accelerate 2023 What to ExpectView recording
Join your fellow Sagitta accounting users for our upcoming meeting. We'll be reviewing the Sagitta accounting sessions we have planned for Accelerate, powered by NetVU, coming up in Austin, TX May 7-10, 2023. Come to hear what you can expect at Accelerate and session topics. This meeting will also be a great opportunity to discuss what future virtual meeting topics would be helpful to the group. As always, part of our meeting will be an open forum where you are welcome to ask any Sagitta accounting questions of your peers and Vertafore.
2/16/2023QQCatalyst Round Table - Reporting/Getting The Data You NeedView recording
QQCatalyst users discuss Reporting and Getting The Data You Need out of your system.
2/2/2023QQCatalyst Round Table - Mailroom/Attaching EmailsView recording
QQCatalyst Users discuss Mailroom and Attaching emails within your QQCatalyst System.
1/25/2023Volunteer Leader One Voice CallView recording
One Voice and the Volunteer Leader Community unites NetVU volunteer leaders through shared goals. These calls are designed to help our leaders be educated, equipped, and empowered to serve NetVU members. We aim to create a more connected community and new advocates for NetVU, Vertafore, our industry, and ourselves. The development of better-informed NetVU members leads to higher effectiveness.
1/25/2023Optimize Security in Agency Management & 3rd Party SystemsView recording
Learn more about the cybersecurity risks associated with Agency Management Systems and other 3rd Party solutions, as well as tools within these systems that can help you become more secure. Vertafore will help demo some of the security controls we'll discuss, and you'll learn what to look for in other systems to reduce cybersecurity risks.
1/25/2023BenefitPoint Masterclass | Firm Settings CheckupView recording
NetVU and Vertafore are proud to bring you a new series, BenefitPoint Masterclass! Once a month, BenefitPoint experts from Vertafore will discuss some of our most popular product topics. Our January session will be all things Firm Settings. You will leave this session with a better understanding of each Firm Setting and how Firm Settings can help drive your integrations.