ImageRight XAML Forms Immersion

XAML Forms-What They Are and How to Leverage Them for Efficiency

July 15 - 16, 2019

In this two-day immersion class, students will receive detailed instruction on XAML forms with ImageRight - their purpose and creating from scratch as well as editing samples to suite agency workflows.  Class structure includes both instruction and lab time to allow students time to practice what they are learning.

Did you know that admins have the ability to create and customize forms that live in ImageRight for your team to track notes, client or policy details, and more?  XAML forms can help you capture the information you need in ImageRight in a format that is easy to use.  In this fully immersive class, you'll not only be taught how to create'll actually create forms of your own under the guidance of three experienced instructors.  And, you'll leave with multiple forms that can be used in your system right away.


  1. Working knowledge of ImageRight system use

Open to all NetVU members using ImageRight/WorkSmart

The Value

  1. In-depth training for ImageRight admins
  2. Intimate Class Setting (30 seats)
  3. 9+ hours of Classroom Instruction for Experts
  4. 3+ Hours of Hands-On Labs
  5. Access to 10+ Ready-to-Use Forms
The Investment
  1. $349 per student (includes lunch each day)
  2. 2 Days at NetVU Office in Irving, TX
  3. Student's airfare and hotel accomodations
The Details
You'll need:
  1. A Laptop
  2. Remote Access to ImageRight desktop
  3. Working copy of Visual Studio (link to free version will be provided prior to class)

Do you struggle with implementing what you learned about ImageRight and its features in other settings?  This two-day immersion session provides lab time so only do you learn how to do things, you can actually do them with the help of experienced fellow users while at the session during dedicated lab time.

Meet the Instructors

Jim Helton 
VP-IT / Gulfshore Insurance, Inc.

November, 2011 - Present 
View LinkedIn Profile

Jim is the Vice President of Information Technology for Gulfshore Insurance.  With more than 20 years of experience, Jim has particular expertise in the areas of systems architecture, large-scale technology operations, disaster recovery planning and implementation, and project management.  Jim is known for his leadership skills and mastery of IT infrastructure.  Jim started his technical career at GE, where he spent over 8 years learning enterprise IT support and process quality.
Brad Booth 
Systems and Data Specialist/SullivanCurtisMonroe Insurance

July 2014 - Present
View LinkedIn Profile

Brad has been working in the insurance industry for about 20 years.  He started as a CSR in a non-standard personal lines brokerage. In his first stint with SullivanCurtisMonroe in 1997 he held various position in client service and system administration for the agency's Sagitta system. He left SCM for a number of years and worked with the company that developed the Nexsure agency management system. In 2014 he returned to SCM as the Systems and Data Specialist. His responsibilities include analyzing the use of various agency applications (Sagitta, WorkSmart, BenefitPoint and Salesforce) to find unexploited efficiencies. He is also developing a data warehouse to enable unified reporting across the agency. 
Stephen Sullivan
Systems Analyst/Bouchard Insurance

March 2014 - Present
View LinkedIn Profile

Stephen is a Systems Analyst at Bouchard Insurance.  He specializes in data, reporting and gaining efficiencies within the agency. He manages all the Vertafore products, including Sagitta, ImageRight and WorkSmart.Stephen strives to make jobs easier with technology and has found Forms within ImageRight to be a great tool for his agency. 



    Day 1 Time
    • Introduction 
    • Launching Visual Studio and configuring the layout
    • Solution management 
    • Getting the Vertafore IR Form template
    • Setting Up a New Project Basic Form Structure and Properties 
    • Adding Controls to Your Form
    • Formatting  
    8:30 - 12:00
    Lunch 12:00 - 1:00 
    • Working With Tabs
    • Wiring for Data
    • Adding Forms to ImageRight
    1:00 - 3:30 
    Day 1 Lab 3:30 - 5:00 
    Day 2
    • Data Binding
    • Adding Style to Your Forms
    • Tips & Tricks
    • Examples of how you can use your form in Workflow
    8:30 - 11:30 
    Lunch  11:30 - 12:30 
    Day 2 Lab  1:30 - 3:00



    Q: Who is this class designed for?
    A: ImageRight XAMLForms Immersion is perfectly tailored for ImageRight users. This class is right for you if:
    • You are tasked with improving efficiency in your firm
    • You are familiar with your firm's workflows
    • You are able to visualize technical improvements needed by your firm

    Q: Why is this such a wise investment for our company?
    A: With in-depth training that includes 9+ hours of classroom instruction by experts, and 3+ hours of hands-on labs, you will increase your efficiency and effectiveness with daily tasks. Registrations also includes lunch and snacks during the day.

    Q: What do I need to know before coming?
    A: Students should have a working knowledge of ImageRight and tasks preformed in your firm.

    Q: I'm trying to plan travel. What are the start/stop times each day?
    A: Class will begin promptly at 8:30 am (Central) each day. Day 1 will end by 5:00 pm and Day 2 ends at 3:00 pm. We suggest return flights scheduled no earlier than 5:30 pm for you plan to stay until the conclusion on Tuesday. The NetVU offices are approximately 20 minutes by taxi from DFW Airport and 35-40 minutes from Love Field.

    Q: What technology/equipment will I need?
    A: Technical requirements for each student:
    • Laptop
    • Ability to remote into Student's network and access the ImageRight desktop
    • Security Rights to ImageRight

    Q: What is my total financial investment for this class?
    A: You will be responsible for:
    • Class tuition of $349
    • Airfare and ground transportation to and from Irving, TX
    • Breakfast and dinner each day (Lunch and snacks will be provided)
    • Hotel accommodations
      (NetVU Negotiated Rate at the Holiday Inn Las Colinas, Corporate booking ID: 786850388)
    Q: How large is the class?
    A: ImageRight XAML Forms Immersion was designed to be intimate and in-depth. Accordingly, there will only be 30 seats available.

    Q: Why is this course so inexpensive? Shouldn't all of this material individual training cost closer to $1,500?
    A: NetVU believes strongly in helping members achieve full system utilization. Using the relationship between NetVU and Vertafore to leverage expertise and resources, we are able to provide training that normally would cost a single firm in excess of $3,000. We're committed to your success.

    Q: Can I attend remotely?
    A:No. We've designed this course to give you the best possible results, and that can't be achieved through remote access. This in-person course will give you the best results and richest return from your investment.

    Cancellation requests received in writing within 60 days of the event will be refunded minus a $25 processing fee. Cancellations received after June 10th will be charged a 50% cancellation fee. No refunds will be made within 7 days of the event. Transfers to another individual are permitted at any time with no penalty.

    7/15/2019 - 7/16/2019
    122 West John Carpenter FWY 1st Floor Conference Room Irving, TX 75039 UNITED STATES

    Use the edit icon () to update your registration information and preferences.


    Sign In

    Need Login Credentials? Get stated today and enjoy the numerous benefits we offer our members.

    Connect on the NetVU Online Community

    Upcoming Education

    Data pager
    Data pager
     Page 1 of 9, items 1 to 2 of 18.
    Show all 18
    Begin DateTitle
    Data pager
    Data pager
     Page 1 of 9, items 1 to 2 of 18.
    Show all 18
    8/20/2019How To Use QQCatalyst's Integration with InsureSignWIINS0819
    8/21/2019Chapter Leader One Voice CallWIOVC0821

    Upcoming Chapter Meetings

    Data pager
    Data pager
     Page 1 of 7, items 1 to 2 of 13.
    Show all 13
    Begin DateEvent Title
    Data pager
    Data pager
     Page 1 of 7, items 1 to 2 of 13.
    Show all 13
    9/10/201919R1 Features, Acquisitions/Relationships/Origins, TrainingCH2701909
    9/10/2019SAVE THE DATE: BenefitPoint Chapter MeetingCH2741909