Sagitta Unattended Download Series:
Join us for this two-part webinar series designed to help agencies understand, implement, and optimize Unattended Download. Whether you're just getting started or looking to improve your current processes, this series will provide both the technical foundation and the operational best practices needed to maximize the value of download automation.
By the end of the series, you'll have a better understanding of how to build a reliable, efficient download process that supports your agency's operations and long-term success.
Part 1: Foundations, Configuration & Operational Setup
Thursday, September 10th | 1 – 2:00 p.m. CT | Virtual
We'll cover system requirements, setup considerations, carrier participation, monitoring tools, troubleshooting tips, and operational readiness best practices. Whether you're implementing Unattended Download for the first time or reviewing your current setup, this session will help ensure your agency is positioned for success.
Instructor(s):
Stephanie Proctor | Principal Consultant | Vertafore
Gayla Williams | Client Support Assistant Manager | ReSource Pro
What's next in this series?
Part 2: Real-World Application & Optimization
Thursday, September 24th | 10:30 – 11:30 a.m. CT | Virtual
In this session, we'll explore operational best practices for managing download workflows, handling exceptions, establishing ownership, and measuring success. You'll also hear directly from agency professionals who will share their experience implementing and managing Unattended Download, including lessons learned, workflow strategies, and recommendations for agencies looking to improve their processes.
Instructor(s):
Cynthia Blanco | VP, Personal Insurance Operations | Starkweather & Shepley Inc.
Kate O'Toole | Agency Operations Manager | Starkweather & Shepley Inc.
Need help registering? Contact NetVU.
Want to connect with users who have similar interests? Join the conversations on the NetVU Community (NCOM).
Disclaimer:
Please note that most webinar sessions will be recorded. Webinar recordings are the property of NetVU and are exclusively available to NetVU Members and Partners through NetVU University. These recordings are not available for download, preserving the unique value and benefits of NetVU membership. However, certain sessions, such as discussion-based or highly interactive formats, may not be recorded. This approach ensures open dialogue, encourages active participation, and respects participant confidentiality.