By Barb Dale, CPIW, CISR, CPCU, NetVU Chairman
I often tell new NetVU members that attending Conference is “a must.” I say that because I learned so much at my first Conference. No other meeting has as much education and networking packed into a single venue.
Read more of what Barb has to say on the NetVU blog.
NetVU CEO Kitty Ambers was featured in the January 2017 issue of PIA Connection. Her article "Learning to Thrive in the Age of Disruption," noted the need for independent agents to adopt new technology if they want to remain competitive with captive agents and direct carriers.
NetVU proudly supports insurance agent organizations and actively reaches out to engage insurance professionals to support them on their journey toward full-system utilization.
By Hillarie Holcomb, NetVU Marketing Specialist
Working from home is possibly the best thing to hit the industry, in my opinion. My husband is a U.S. Marine and we are constantly on the move. There’s a little space in our small townhouse that is designated as my office. I have a web cam and skype so I can see and talk to my colleagues, who are all over the country. I created a special Spotify playlist to listen to while I’m getting things done. Two house rabbits keep me company when I need a quick break. Still, with all that, I can feel like there is something missing. While volunteering at
MetroCrest during the NetVU quarterly meeting in Irving last month, I discovered exactly what it was – true workplace connectedness.
Read more on the NetVU blog.
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, 2/7 at 12:00 p.m. Eastern – AMS360 Present & Future
The U-VU Ohio NetVU Chapter invites you spend an hour with Vertafore Product Manager, Kerri Urrutia, CISR, to discuss all great features of AMS360 & Vertafore Agency Platform and the exciting things Vertafore has on the horizon for us all!
Tuesday, 2/7 at 1:00 p.m. Central – WorkSmart Integration with Vertafore Agency Platform
Join the WorkSmart Chapter for our quarterly meeting. Kevin Pham, Vertafore Product Manager, will share what’s coming for Vertafore Agency Platform as it relates to WorkSmart/ImageRight. Kevin will demo unseen features that will be released in future updates.
AMS360 and Sagitta users will both benefit from learning about the new pieces of Vertafore Agency Platform that connect with WorkSmart/ImageRight, but please note that we’ll be working out of AMS360 for the discussion. The integration isn’t available for Sagitta users yet.
Wednesday, 2/8 at 10:30 a.m. Central – Making Download Work For You - Part 2
Come back to Part 2 – where you’ll learn how to include the information found in the download reports in your written plan, and ask any questions that have come up during your review of download in your agency and your implementation of your agency’s written plan.
NetVU offers monthly download webinars. Stay tuned to our Meetings & Events Calendar for details on the next webinar.
Thursday, 2/16 at 10:00 a.m. Central – Working with eForms and Certificates
Join the Windy City NetVU Chapter and Margaret Stahl of Angela Adams Consulting Services for our upcoming virtual meeting! You'll learn tips and tricks for working with eForms and Certificates as we review their capabilities.
View our Meetings & Events Calendar, and Register Now.
Tips from NCOM Posts 
Jeffri Northcut, Hyland, Block and Hyland Inc., Louisville, KY
Looking for the best way to get a list of policies with certain coverage?
Read more
Kate O’Toole, Seubert & Associates Inc., Pittsburgh, PA
We are currently in-house with WS/IR and are contemplating moving online. Looking to hear the pros/cons, lessons learned, pain points, etc. from those that have made the transition.
Read more
Ommie Rivera, Murray Securus, Lancaster, PA
I am interested in creating a position for an agency trainer. Would anyone who has this position at their agencies be willing to share what their position looks like?
Read more
Tracey Weber, Huntington Insurance Inc., Wooster, OH
I am curious if anyone has a report they run to identify if there is a piece of New Mail without a task assigned to it.
Read more