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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.
1/9/2024Small Agency Round TableView recording
Watch this recording of the first Small Agency Round Table of 2024. We had a lot of different conversations geared towards agencies with 1-25 employees. Also, these sessions are not product specific, all product users are welcome! Join us next month for an interactive call to speak freely with your peers.
12/14/2023Midsize Agency Round TableView recording
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.
12/12/2023Small Agency Round TableView recording
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.
12/12/2023PL Rating Masterclass | Admin Best Practices Session 2View recording
Maximize your team’s usage of PL Rating by setting a solid foundation with this NetVU Masterclass series. Three sessions of admin best practices that you can follow along in real-time to make sure you and your team are getting the most out of your PL Rating account.
11/14/2023Beyond the Basics: Mastering Surplus Lines ComplianceView recording
In this webinar, we'll share best practices for navigating the complexities of surplus lines compliance, empowering you to stay ahead of the game and safeguard your organization against costly fines. Join us as we discuss how to stay up to date with ever-evolving regulations; create compliance calendars to ensure you meet important deadlines; and avoid common oversights when it comes to M&A, tax calculation, and filing and reporting.
11/1/2023NetVU Member OrientationView recording
As a Vertafore product user, you are automatically a member of NetVU. Join 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. Be sure to bring any questions you have as this will be an open forum to share information and learn.
10/11/2023Where are you on the AMS360 Adoption JourneyView recording
In this session, Angela will walk you through 17 under-utilized features already included in AMS360 that most agencies are not taking full advantage of. This session will equip you with actionable steps to bring you closer to fully utilizing the functionality within your AMS360 system and maximizing your investment!
10/10/2023QQCatalyst: 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.
10/10/2023Finance Connect by ePayPolicyView recording
Finance Connect by ePayPolicy Combines the ease of integrated online payments with financing at checkout to help improve conversion rates and eliminate extra back-and-forth. Plus, with Finance Connect ePayPolicy partners with YOUR PFC Partners! Learn all about this amazing new product and see just how ePayPolicy continues to streamline your agency's process, helping you bind business faster!
9/29/2023BenefitPoint Users Group NetVU Chapter: RenewalsView recording
Join the BenefitPoint User Group for our upcoming meeting. Renewal season is approaching and has proven to be a very challenging and hectic time so in this meeting, we ‘ll be hearing from Julianna Mackuch, a BenefitPoint Product Manager with World Insurance Associates, as she highlights topics such as policy renewals with rate guarantees, plan attributes, and New vs. Renew vs. Replacing Plans.
9/28/2023Navigating the AI/ML Landscape for E&O Risk ReductionView recording
When it comes to mundane tasks, many insurance agencies tend to think of policy checking as one of the worst offenders. As a result, many view AI and machine learning as exciting new solutions to keep staff focused on high-value work. But how can agencies make use of these technologies? How accurate are they? And, most importantly, should you apply them within your agency? Please join ReSource Pro’s Brenda Grow, Senior Solutions Specialist, as she discusses how AI and machine learning can reduce E&O risk for your business.
9/27/2023AMS360 & Sagitta: Making Download Work For You, Part 3View recording
Part 3: Making Download Work for You – Maximizing Efficiency with Additional Download Types We’ll discuss rounding out your agency’s download and connectivity with direct bill commission statement, claims, and eDocs & messages downloads.
9/21/2023Midsize 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. Come prepared for an interactive call with the ability to speak freely with your peers, participate in a group chat, and share your webcam.
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.
8/23/2023NetVU 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.
8/23/2023Simplifying 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.
8/22/2023Small 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.
6/28/2023Midsize 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.
6/28/2023Sagitta 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.
6/27/2023Small 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.