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NetVU Education | Chapters | Recordings

NetVU Education

Mark your calendars for these upcoming education opportunities and register now.

3/5 - Your Agency-Branded Payment Page - ePayPolicy | Virtual

3/6 - BenefitPoint Firm Settings Part 3 of 4: Activity Log Settings - Virtual

3/6 - How to Identify & Avoid Hiring Sales Phonies - Omnia | Virtual

3/7 - Improve Client Service & Communication with Claims Download | Virtual

3/7 - NetVU Member Orientation | Virtual

3/12 - Get to Market Faster & Increase Your Closing Ratio - AVYST | Virtual

3/13 - Making Download Work for You - Part 1 | Virtual

3/14 - Accounting Unique to Insurance Agencies - Lesson 2 | Virtual

3/18-20 - ImageRight Workflow Studio Immersion | Irving, TX

NetVU Chapters

Connect with a NetVU chapter and check out upcoming meetings.

To check meetings in your area, contact [email protected] or click here to find a chapter.

3/5 - AMS360: Excel Tips & Tricks & Accounting Best Practices | Dallas, TX

3/12 - AMS360: Renewals, Certificates, Download, Automation | Newton, IA

3/28 - Sagitta: Insurance Onboarding & Training Demo with Total CSR | Virtual

NetVU Recordings

Missed a live session? Check out the latest webinar recordings.

• BenefitPoint Firm Settings Part 2 of 4: Plan Settings | Presented by NetVU
  Ever thought to yourself, “I wish BenefitPoint could do _________”? Well, it’s possible that it can and you just don’t have the right firm settings turned on to do it! In this 4-part series, Michelle Lewis will cover the ins and outs of firm settings in BenefitPoint.
• Accounting Unique to Insurance Agencies | Presented by NetVU
  Not all accounting is created equal! Come learn how and why insurance agency accounting differs from standard bookkeeping and accounting practices. Learn from an expert about agency-specific tasks - Janet Tuttle, Director of Insurance Operations at TDECU Insurance Agency LLC will guide your journey through these concepts vital to understanding the financial aspect of your agency.
• How to Manage Your Online Reviews before They Manage You | Presented by BrightFire
  Learn the impact of online reviews, how to get more reviews, turn around negative reviews, avoid new Google penalties, and how you can monitor reviews.