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NetVU Education | Chapters | Recordings

NetVU Education

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

3/20 - BenefitPoint Firm Settings Part 4 of 4: RTM Settings | Virtual

3/26 - Accounting Unique to Insurance Agencies - Lesson 3 | Virtual

4/10 - Making Download Work for You - Part 2 | Virtual

4/30 - Onboarding & Practical Insurance Training Demo by Total CSR | Virtual

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.

3/19 - Sagitta Accounting: Client, Policy & Invoice Multi-Accounting | Virtual

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

4/3 - AMS360: CSRs & Accounting Working Better Together | Portsmouth, NH

4/4 - AMS360: Highlights of the 2018 R1 & R2 New Releases | Virtual

4/10 - AMS360: Submissions, Reports, Hot New Release Features | Lake Oswego, OR

NetVU Recordings

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

• NetVU Community (NCOM) Overview Session | Presented by NetVU
  Now that you are part of the NetVU community, join this short session to learn more about using the product-specific communities available to you. NCOM is an online forum to connect with the Vertafore user community about running your organizations successfully but fully utilizing your products. NCOM is FULL of resources for getting started, setting up system preferences, using download with your carriers, and contacting support. Click here to review a short tutorial.
  
  
• Improve Client Service & Communication with Claims Download | Presented by IVANS
  Did you know 83% of agencies want to receive Claims Download from ALL of their insurers because they recognize the benefits and efficiencies it provides their agency. Claims Download provides a complete overview of claims for servicing, tracking and reporting — directly within your agency management system, so you have all the information you need to proactively communicate with and service clients.
  
  
• BenefitPoint Firm Settings Part 3 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.
  
  
• Your Agency Branded Payment Page | Presented by ePayPolicy
  This webinar will share how you can speed up your agency-billed receivables by offering online payment options to your insureds. You'll not only bind business faster but your insureds will love the convenience and payment options. Stop waiting on paper checks. Give your agency an advantage by offering easy, online payment options for anything agency-billed.
  
  
• How to Quickly Identify & Avoid Hiring Sales Phonies | Presented by The Omnia Group
  Hiring sales staff is the toughest task many business owners and sales managers face. How many times have you hired an “order taker” when you really needed an “order maker”? We’ve all hired someone who did great in their interview, only to have their evil twin appear just a short time later. Improve your selection process and weed out the “evil twins”!