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7/25/2024Midsize Agency Round TableView recording
Watch this recording of your fellow midsize agency owners and managers during our virtual round table discussion.
7/23/2024Small Agency Round TableView recording
Watch this recording of your fellow small agency owners and managers during our virtual round table discussion.
7/17/2024Embrace power of strategic thinking, innovative approach...View recording
As the largest generation of insurance buyers, millennials are influencing major changes in the way people find and buy insurance. It's a big task and you're going to need help doing it. Join Agent for the Future Advisor Shannon Chatman for an essential session packed with actionable insights and proven tactics for attracting and retaining more clients.
7/17/2024AMS360 & Sagitta: Making Download Work For You Part 1View recording
Part 1: 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.
7/16/2024Scalable Resource for the Insurance IndustryView recording
Staff Boom seeks to partner with insurance focused companies interested in scaled growth and profitability. Staff Boom has partnered with companies to reduce labor costs and increase customer satisfaction by removing the high workload of non-essential tasks from key staff members getting them customer facing more hours of their day.
7/10/2024Security & Compliance in Agencies: Where to BeginView recording
Agencies have cyber threats and data security requirements that make it feel impossible to protect our technology and clients, so where do we even begin? Join us to look at what requirements exist and how that fits into our cyber defense strategy. You will be introduced to the common requirements you need to know in any insurance agency today, and what cybersecurity practices it will take to get on top of them.
7/9/2024QQCatalyst: Making Download Work For You 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!
7/2/2024Narrative Navigators: The Inertia of LegacyView recording
This month we read The Inertia of Legacy by Chris Cline and our honored to have him join us for the call!
6/27/2024RiskMatch Masterclass | Data Strategy & Insurance AnalyticsView recording
Dive into data with us! Come learn about current trends and needs in the market, Vertafore's Unified Data Strategy, and how you can leverage RiskMatch and Vertafore Data Delivery for advanced analytics and actionable insights to create a winning data strategy for your business.
6/26/2024Less Talking, More Doing: How DataFix Works within Your AMSView recording
In the past few webinars we've had several requests to make what we talk about more real, with some solution demonstration. The goal of this session is to live demonstrate Synatic's DataFix solution on AMS360, Sagitta and BenefitPoint, to show you in a no-pressured demo webinar how DataFix streamlines your data cleanliness in your AMS. We'll walk through real world use cases, in a story format, of how DataFix can impact your day to day lives. We'll dive into use cases that makes DataFix more real.
6/25/2024Discussing the Future of Policy CheckingView recording
As agencies strive to maintain competitiveness in today’s dynamic market, the impact of policy checking has -increased for overall risk management. We invite you to explore the future of policy checking, aimed at effective risk mitigation while enhancing efficiency and reducing costs.
6/25/2024Small Agency Round TableView recording
Our conversations are geared towards agencies with 1-25 employees and isn't system-specific. Watch this recording to hear about the latest news in your industry.
6/18/2024Sagitta Accounting Chapter: 24R1 Release Production CreditsView recording
Join us for an engaging and interactive webinar on the new Sagitta 24R1 Release: Production Credits! We'll show you how to allocate producer compensation separately from commission using the new fields on the Client Multi and Policy Multi pages. Learn how Production Credits are calculated, displayed on the Policy Invoice page, and flow into an exported Production Report without impacting Financials. Plus, we'll have an open forum segment where you can ask any questions about Sagitta. Don't miss this chance to deepen your knowledge and streamline your processes.
6/6/2024AMS360: What's New 24R1 & 23R3 RecapView recording
Watch this recording to hear from Vertafore's Barbara Wold as she goes over what's new in AMS360 with the 24R1 release with a brief recap of the 23R3 release.
6/5/2024Maximize digital footprint for small commercial businessView recording
In this session, you’ll hear best-practices for creating dedicated product pages and why you need to do this now; best practices for rising above the competition to attract small commercial lines prospects to grow your business; strategies to optimize your Google Business profile to get found for niche commercial products; and resources to help you get it all done.
5/30/2024ImageRight 7.2 ReleaseView recording
Watch this recording to hear from Michael Williams, Sr. Director of Product Management, and learn about the latest ImageRight Release, v7.2. We demo'd some of the key enhancements and discussed how your organization can benefit. We also provided a preview of what’s coming.
5/23/2024Cybersecurity in Seven Words or LessView recording
Agencies knows that cybersecurity is important. But understanding cybersecurity can be a challenge, especially when technical jargon is used. In this session, Jason Gobbel, Chief Solutions Officer and Partner at Kite Technology Group, will explain Cybersecurity in Seven Words or Less. Learn more about cybersecurity, compliance, and much more in this practical, down-to-earth webinar.  Take-a-ways will include, a non-technical way to understand the difference between security and compliance.  The right questions to ask for making security personal and actionable. A process for ensuring that cybersecurity investments deliver results.  A framework for engaging technical experts that doesn't leave you in the dark.
5/23/2024Midsize 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. Come prepared for an interactive call with the ability to speak freely with your peers, participate in a group chat, and share your webcam.
5/22/2024AMS360: Maximize Efficiency and Unleash Untapped PotentialView recording
This webinar highlights features within AMS360 that are underutilized and ways your agency can improve efficiency by reviewing and implementing them.
5/22/2024What Agencies are Doing to get Better during the Hard MarketView recording
2024 is set to be another challenging year for agents as we continue to experience a once-in-a-generation hard market cycle. But while hard markets are difficult, they do end. Join Agent for the Future Advisor Dale Steinke for a research-backed discussion on what leading agencies are doing differently during a hard market to be better positioned for the next market cycle. This engaging session will explore the disconnect between what agents are currently doing to address today’s headwinds and what customers actually want – revealing findings from a new Agent for the Future hard market research study.
5/21/2024Small 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. Come prepared for an interactive call with the ability to speak freely with your peers, participate in a group chat, and share your webcam.
5/16/2024AMS360 Accounting Chapter: Using AMS360 w/ 3rd Party VendorsView recording
Join the AMS360 Accounting Chapter where we host a discussion on third-party vendors and their integration with AMS360 to elevate your accounting practices. Our featured panelists will share their hands-on experiences, offering valuable insights and practical tips on leveraging these tools effectively.
5/10/2024Annual Meeting of MembersView recording
You will hear how NetVU lives its mission each day – advocating on behalf of NetVU Members for more effective and impactful industry solutions.  NetVU board members will provide updates and insights on NetVU's direction. NetVU's Leadership Development Committee chair will present the 2024-2025 volunteer slate of officers.
5/9/2024Improve Insurance Certs w/ accuracy, efficiency, profitView recording
Want to save time and streamline your certificates of insurance processing? Join Certificate Hero, a web-based application that uses Artificial Intelligence and Machine Learning technology to transform the labor intense process of issuing certificates. When 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.
5/7/2024ImageRight NetVU Chapter: Transitioning to BrowserView recording
Join the ImageRight NetVU Chapter as we discuss practical tips for seamless transition to browser. Learn how to kickstart your organization's transition plan, effectively communicate the key features to employees, and conquer resistance to change by fostering open communication and actively listening to feedback. Don't miss this webinar designed to help you with strategies for a smooth transition. We’ll also briefly review the new features of ImageRight’s 7.2 version.
5/2/2024The Impact of Clean Data on an Agency's OperationsView recording
Join us for an engaging webinar titled "The Impact of Clean Data on an Agency's Operations". In this webinar, hear from Jamie Peers, VP of Business Development & Alliances of Synatic, and Rochelle Yoder, IT Director of Hummel Group Insurance, as they dive into the real-life impacts of clean data within an agency. Featuring brief demos to show practical significance for an agency.
4/30/2024Small 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. Come prepared for an interactive call with the ability to speak freely with your peers, participate in a group chat, and share your webcam.
4/30/2024Narrative Navigators: The Ideal Team PlayerView recording
Join your fellow NetVU Members for a monthly discussion geared around a professional development book. This month we read The Ideal Team Player by Patrick Lencioni.
4/25/2024Midsize 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. Come prepared for an interactive call with the ability to speak freely with your peers, participate in a group chat, and share your webcam.
4/24/2024SAUCI: Accelerate Recap & Development PrioritiesView recording
SAUCI (Sagitta All Users Chapter) is your connection to learning and advocating for efficient use of your Sagitta solution. Please join the SAUCI Chapter Leaders as a follow up to what we learned about Sagitta at Accelerate and to start talking about how the SAUCI Community can take a bigger part in driving product development.
4/23/2024Ivans Download for Vertafore UsersView recording
Come join Ivans for a fun and informative chat! We're going to teach you all about digitally delivering your clients' policy info using tools like Ivans Download™. You'll learn about its cool features like claims, eDocs, and more. We'll also share updates from our exchange, introduce new partnerships, and chat about our growing businesses. Don't miss this chance to take your service delivery to the next level!
3/27/2024Reconciling Commission AuditsView recording
Join us for an insightful webinar titled "Reconciling Commission Audits: Does Your True-Up Make You Want to Throw-Up?" where we'll delve into the often overlooked but critical aspect of commission reconciliation. Discover how neglecting proper reconciliation can leave revenue untapped, and learn strategies to streamline the annual true-up process, transforming it from excruciating to efficient.
3/26/2024Small Agency Round Table 
3/26/2024Narrative Navigators: How Successful People LeadView recording
Join your fellow NetVU Members for a monthly discussion geared around a professional development book. This month we read How Successful People Lead by John Maxwell.
3/21/2024Accelerate Orientation – Prepare for SuccessView recording
Watch this recording designed to help all Accelerate Attendees have an amazing experience.
3/21/2024Unlock Agency Bill Revenue with AMS360 and AscendView recording
Are you looking for hidden operational inefficiencies in your agency? When was the last time you rethought how you managed agency billed policies? AMS360 and Ascend's integration helps agencies automate invoicing, financing, and carrier payables to unlock revenue, eliminate wasted time, and provide the best customer experience.
3/21/2024Sagitta Product UpdateView recording
SAUCI (Sagitta All Users Chapter) is your connection to learning and advocating for efficient use of your Sagitta solution. Watch this recording of Chapter leaders and Bruce Westman, Director of Product Management to hear how Vertafore has responded to SAUCI's request for more investment in development and bug fixes.
3/20/2024Policy Checking: A Look at the Latest Technology TrendsView recording
As businesses try to stay competitive in today's market, policy checking has become an increasingly important part of any organization's success. In Partnership with NetVU, Patra is proud to host an informative webinar focused on the latest trends in policy checking and how advancements in technology are rapidly transforming this critical, and historically cumbersome, part of your business.
3/19/2024Insure the Future: Exploring Invest & DECAView recording
Join us for a dynamic webinar as we delve into an exciting collaboration between Invest and DECA, two trailblazing organizations shaping the future of insurance education and career development! The last 30 minutes will be an open forum for you to ask any questions you may have.
3/19/2024PL Rating Masterclass | Admin Best Practices Session 3View recording
Learn how you and your team can use Custom Proposals to provide a delightful customer experience. Next, learn how you can use PL Rating’s prefill options to save time with your quote applications.
3/14/2024First Time Attendee Virtual Meet & GreetView recording
Watch this recording to learn how to navigate Accelerate while hearing tips and tricks on how to have an amazing experience. Have a question? Ask your mentor or reach out to [email protected].
2/29/2024More With ePayPolicy in 2024View recording
Learn how ePayPolicy is more than a payments processor in 2024! While our core products still provides great value to over 7000 happy customers we have three brand new ground breaking products that help streamline every aspect of payments. Learn how Checkmate, Finance Connect, and Payables Connect make payments the easiest thing your organization does!
2/27/2024Narrative Navigators: Five Dysfunctions of a TeamView recording
Watch this recording of your fellow NetVU Members for a monthly discussion geared around a professional development book. This month we read Five Dysfunctions of a Team by Patrick Lencioni.
2/22/2024The Agent Experience using SEP Integration with AMS360View recording
Join us for an insightful webinar on the seamless integration of AMS360 and Simply Easier Payments, where we'll explore how this dynamic duo can revolutionize your agency's billing and payment processes.
2/20/2024Small Agency Round TableView recording
Watch this recording of your fellow small agency owners and managers for a virtual round table discussion. Our monthly conversations are geared towards agencies with 1-25 employees and isn't system-specific.
2/15/2024AMS360 Accounting Chapter: Financial Center Best PracticesView recording
Join us for an insightful webinar hosted by the AMS360 Accounting NetVU Chapter, where we will dive into key topics revolving around the Financial Center in AMS360. Whether you're a seasoned user or just getting started, this webinar will help to enhance your understanding and proficiency.
2/8/2024Agency Digital Technology Adoption TrendsView recording
Join us to learn what's trending in the industry from the agent's point of view. Ivans will dive into the latest agency technology adoption trends and how to ignite the most connectivity and value across the industry.
1/25/2024Mentor Orientation for Accelerate, powered by NetVUView recording
Not a mentor? Watch this recording if you're curious about volunteering for this role during Accelerate. Email [email protected] for more information.
1/23/2024Narrative Navigators - Smart BrevityView recording
"Anyone who wants to be heard is facing an epic challenge - people are drowning in a sea of words. How do you get your audience to pay attention? By learning to say a lot more with a lot less and punch through the noise. By learning Smart Brevity."
1/18/2024Midsize Agency Round TableView recording
Watch this recording of your fellow midsize agency owners and managers during our virtual round table discussion. Our conversations are geared towards agencies with 25-99 employees and isn't system-specific. Come next month and be prepared for an interactive call with the ability to speak freely with your peers, participate in a group chat, and share your webcam.