Join us! Amy Zupon, Vertafore’s new CEO, makes her debut with the NetVU community in an upcoming video town hall.
This special event will air at 12:00 p.m. Central on Thursday, Dec. 15, 2016.
Amy Zupon, CEO of NetVU’s founding partner Vertafore
Sponsored by NetVU’s The Principal Connection Chapter, this town hall event is a good chance to raise topics with and pose questions to Vertafore’s leadership. It is open to all NetVU members.
NetVU invites you to:
- Register to view the town hall.
- Submit your topic or question for discussion in the NCOM HUB Community in NCOM. Please submit any topics or questions by Friday, Dec. 9, so as many as possible can be addressed during the taping of the event.
“I am looking forward to sharing my thoughts with NetVU, and having the chance to answer some questions as well,” noted Zupon. “NetVU is such a strong user community, and I have been so impressed with everyone’s passion for the industry and commitment to helping each other. I look forward to being a strong part of that community going forward!”
The Network of Vertafore Users (NetVU) announced that Lynn Walsh Albertson joined the organization as business development coordinator. In that role, she will build and manage relationships with partners, exhibitors, sponsors and associate members of the technology user group with 30,000 member firms.
Lynn Walsh Albertson
Business Development Coordinator
NetVU (Network of Vertafore Users)
Lynn brings to the NetVU staff significant experience in insurance industry business development, project management, special events, marketing, sales, customer service, and member support. She reports to Melissa Bond, NetVU’s member relations manager.
Prior to joining NetVU, Lynn served as partner engagement director in 2016 for Applied Client Network, a technology user group, where she helped increase involvement by industry partners and exhibitors, including gaining new conference exhibitors. Prior to that she served as director of business development for that organization from 2012-2016, where she developed business opportunities and strategic relationships with insurance carriers and technology firms, and served as director of member relations from 2006-2012.
Lynn is a graduate of Grand Valley State University.
Expand Your Insurer Download Connections with IVANS Exchange
Digital technology continues to connect businesses and the world around us. Increasingly, agencies and insurers are looking at ways to connect their businesses and automate operations, increasing servicing and selling opportunities. IVANS enables insurer-agency connectivity and automates the exchange of policy-related information via download services. Often times, though, agencies aren’t made aware of the download services available to them by their insurer partners, creating a missed opportunity to increase operational efficiency and improve overall customer service.
Enter IVANS Exchange. IVANS Exchange enables agencies to quickly view and manage insurer and MGA download connections on demand. This online tool offers your agency a comprehensive view of current and potential download activity with insurers, including a graphical agency connectivity dashboard, on-demand and customizable IVANS Connections Report
3 ways to get the most out of IVANS Exchange:
Step 1: Customize your Download Connections Report – the IVANS Connections Report provides a personalized report for you to review your download connections – whether activated or not. The report is updated daily with the latest insurer download offerings and can be customized depending on your business’s current and future business needs. Within the report, you can indicate available lines of business of interest for future download or note lines of business that you are actively choosing not to download and why.
Step 2: Track your download adoption – your Agency Connectivity Dashboard is a graphical, customized dashboard that provides you with a single view into your current and available insurer download connections, download transaction volume, and newly activated lines of business downloads by insurer. Use your dashboard to seamlessly view, track, report and manage your insurer download connections.
Step 3: Stay current with the latest capabilities – IVANS is committed to bringing you the most up-to-date technology, and the 2017 release of IVANS Exchange demonstrates that commitment with new automated connections notifications and usability enhancements. You can now automatically receive your connections report, including updates to download connections opportunities and activity, via email, promoting immediate action to begin managing these downloads. You now have additional feedback options to ensure download connection requests accurately reflect your agency’s business activities or needs, as well as access insurer contact details so you can contact the appropriate person at the insurer for your interface needs.
IVANS Exchange provides a simpler way for agencies to increase insurer connections to drive higher agent productivity and better service for insureds. Visit IVANS Exchange today to learn more.
Listen to this recorded webinar to hear how increasing the number of carriers and lines of business you download can increase your agency productivity.
Enrollment Open! NcAM Certification Now Available on Demand
It’s here: NetVU has opened enrollment for its on-demand course: NetVU Certified Account Manager (NcAM) designation for AMS360 and Vertafore Agency Platform users.
The NcAM certification course is designed for anyone in a client service role in an agency of any size.
Registration is available for the certification course here.
CSRs, account managers, account executives and/or producers with day-to-day responsibilities for serving the needs of agency clients will benefit from completing the course – whether their focus is primarily personal lines or commercial lines.
Once only available at NetVU Conference or certain regional Chapter meetings, the NcAM certification program is now offered on-demand in a virtual classroom environment, as announced in November. As a bonus for those who register by 12-7-2016, we’re offering a Lunch-n-Learn Series of one-hour webinars starting December 9th. Find out more about the series, and how to register on the NetVU University site.
To view the curriculum, visit the NcAM certification course page at the NetVU University website.
NetVU17 - Get the Scoop on Education Breakouts, Schedule, and Exhibit Information
Be sure to check out the event page to find out the latest details about NetVU17, where you will find:
- Education Breakout Session descriptions, including sessions for AMS360/Vertafore Agency Platform, Sagitta, AIM/MGA, QQCatalyst, BenefitPoint, WorkSmart/ImageRight, Tech, and Executive Leadership/Young Professionals.
- Schedule-at-a-Glance , to ensure you can maximize your time in Nashville
- Exhibit information to learn how your company can engage with 2,300 of the most influential insurance professionals
Hear what NetVU Conference Chairman Keith Savino has to say about NetVU17.
Still need to register you and your team? 
Virtual Meetings You Shouldn’t Miss
It can be challenging to fit local user group meetings into your schedule, but NetVU Chapters, Education, and Partners are here to help. Our user group volunteers have been working hard to provide virtual opportunities on the latest hot topics to help you better utilize your Vertafore system.
The best part of these virtual meetings is that they’re open to all NetVU members so you have the opportunity to connect to other users and education that you might not normally have access to for a local meeting. Sign up to receive a copy of the webinar recording if you aren’t able to join during the designated meeting time.
View our Meetings & Events Calendar, and Register Now.
Tuesday, 12/7 at 2:00 p.m. Central – NetVU17 AIM Track Discussion, Pre-Fill Demo & More
Join the NetVU AIM & MGA User Group for our quarterly Chapter meeting.
Tuesday, 12/13 at 11:00 a.m. Central - Increase Your Connectivity with Your Insurer Partners
Insurer connectivity enables you to drive higher agent productivity through automated download to better service your insureds. Often times, though, agencies aren’t made aware of the download services available to you by your insurer partners, creating a missed opportunity to increase operational efficiency and improve overall customer service. IVANS Exchange provides a simpler way for you to create customized IVANS Connections Reports and receive direct communication on new download connections opportunities.
Wednesday, 12/14 at 3:30 p.m. Eastern – Vertafore eForms for Sagitta Users and Sagitta Roadmap
Join the Northeast Sagitta Chapter and Vertafore’s Bruce Westman to learn about Vertafore eForms, Vertafore's new forms solution. We'll review the forms included, personalization, and more! Bruce will also share what's new on the Sagitta road-map and open the meeting up to Q&A. All Sagitta users are welcome to join us.
Friday, 12/16 at 1:00 p.m. Central – Change Management for an Independent Agency
Join the Large Agency NetVU Chapter and Vertafore’s Ron Harrell for a presentation on Change Management to help you and your agency.
NetVU offers monthly download webinars. Stay tuned to our Meetings & Events Calendar for details on the next webinar.
View our Meetings & Events Calendar, and Register Now.
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