If you’ve met NetVU’s CEO, Kitty Ambers, you know she is passionate about the success of the independent agent channel. In this podcast with Agency Revolution, learn where Kitty’s passion stems from, and why she thinks it’s so important for agents to collaborate to achieve success. Listen here.
By Lauren Crosby, Chapter Coordinator, NetVU
Sure, there are lots of reasons to be excited about the 2017 NetVU Conference — like the tips and tricks you'll bring back to the office that will make you look like a wizard. It might be the only time each year you get to see your friends from across the country. Of course, the location is fantastic too. Nashville's the new hot destination with its music scene, nightlife, history, and our conference is in the thick of it!
Read complete blog.
According to Savino, “Carriers need to work with agents and their vendors to give agents the ability to bind a policy in a once-and-done fashion in their agency system, regardless of the point of engagement: the agency’s office, the client’s location, via phone or email.” Read more about the Buy Button Initiative in this Rough Notes article.
In this podcast, two veteran industry leaders, Kitty Ambers, CEO at NetVU and Ron Berg, executive director at ACT, share a spirited discussion about industry organizations built to support independent agents and carriers as they collaborate with each other. Today’s issues — such as e-signature, agency security, commercial lines download, and customer experience — are key areas where various parties are integrating thought leadership and business activities. In March, ACT and NetVU are co-locating conferences in Nashville, and several thousand agents, carrier reps and tech providers are attending. Listen here.
NetVU Members are encouraged to participate in the Annual Meeting of Members, which is held in accordance with the NetVU Bylaws. The next Annual Meeting of Members will be held at 11:45 a.m. on Wednesday, March 22 in room 102B of Music City Convention Center, Nashville, Tennessee.
This meeting is the opportunity for NetVU Leaders to provide an update on all that has transpired over the past year, elect members to the NetVU Executive Board of Directors and answer questions from the membership at large. We hope your schedule will allow you to join us.
This meeting will be held prior to NetVU 2017 Annual Conference. For Conference registration details, click here.
The agenda follows:
- Call to Order — Barb Dale, Chairman
- Acknowledgement of Anti-Trust Statement
- Chairman’s Report
- CEO’s Report — Kitty Ambers, CIC, CPIA, CISR
- New Business — Election and Installation of 2017-18 Executive Board of Directors
Please contact NetVU Headquarters with any questions. We look forward to seeing you in Nashville!
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.
Wednesday, 3/8 at 11:00 a.m. Central – My Agency Reports — Deep Dive into Two of the Most Useful Reports in the Arsenal
Join this four-part webinar series with Jones & Wenner Insurance Agency’s Joyce Sigler, CISR, CPIW, CPIA, NcAM. Learn what AMS360's My Agency Reports are all about, and why your agency shouldn't try and compete without making this latest reporting tool your go-to source for data analytics. Hear how your data works to create reports.
Wednesday, 3/8 at 1:00 p.m. Central – E-Delivery and Encryption for Agents & Brokers, Presented by RPost
With Steve Anderson, the recognized authority on insurance technology, productivity, and profitability
Implementing a successful e-policy delivery program for your agency that also seamlessly integrates encryption for security, compliance, and enforceability is critically important. Join Steve Anderson, , Jake Finnell, RPost’s VP of business development; and Steve Aronson, president and CEO of Aronson Insurance for this webinar where you'll learn how to implement a successful e-policy delivery program.
Friday, 3/10 at 11:00 a.m. Central – My Agency Reports — Deep Dive, Part II
Join this four-part webinar series with Jones & Wenner Insurance Agency’s Joyce Sigler, CISR, CPIW, CPIA, NcAM. Learn what AMS360's My Agency Reports are all about, and why your agency shouldn't try and compete without making this latest reporting tool your go-to source for data analytics. See how results depend 100% on system data.
Tuesday, 3/14 at 1:30 p.m. Central – Making the Most of TransactNOW® for AMS360 non-VSSO Users
TransactNOW® is a powerful solution that connects agencies with insurance carrier databases and various Vertafore sites in real time, all from the convenience and security of your Vertafore agency management system.
As a Vertafore agency management system user, this capability is built into your system. During this webinar with Vertafore’s senior product manager of connectivity, Nellie Massoni, learn how to enable the functionality, and you’ll be on your way to reaping the benefits!
Tuesday, 3/14 at 2:00 p.m. Central – BPUG Member Open Forum
Our first webinar of 2017 will be led by you, our valued members! Join us for a completely interactive meeting. We'll have a panel of BenefitPoint experts in: onboarding and implementation, reporting and auditing, plan management, activities and workflows, and more.
View our Meetings & Events Calendar, and Register Now.
Tips from NCOM Posts 
Gary W. Williams, The Williams Insurance Group, Shreveport, LA
I want to send a document to an entire list of Certificate Holders for a particular client. Is there a way to use the Distribution feature in 360 to email my document to all the Holders?
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Kimberly Buck, Haylor Freyer & Coon Inc., Syracuse, NY
Just curious to know — what are others using to get signatures onto paper checks?
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Kimberly Morales, Franstzen, Kaderli & Klier Insurance, Fredericksburg, TX
Does anyone have any "procedure" or document of what they typically set up for a new staff member in terms of all the settings for WorkSmart?
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Blanca Orozco, Robert E. Harris, Ins. Agency Inc., Costa Mesa, CA
We're looking for an automated clock in/out system for employees. Anyone have experience with ADP?
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