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NetVU Education

NetVU Education

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

NetVU Chapters

NetVU Chapters

Connect with a NetVU chapter and check out upcoming meetings.

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

NetVU Recordings

NetVU Recordings

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

  • AIM: What's Coming in the 19.1 Release | Presented by Vertafore
    Join Vertafore's Neville Allen, development manager, and Cameron Elisha, MGA product manager, to learn about the exciting new features including: Submit to Multiple Market can now add and name a repeatable folder for each carrier/market selected in ImageRight. When using the attach function to add documents from ImageRight to an emailing, you will be able to: Convert native Word & Excel documents including .xlsx, .doc, and .docx to PDFs, send native Word & Excel documents (no longer in a zip file). Document integration from AIM to ImageRight was added to: VPI documents, FinancePro documents, Invoices – both native and Crystal Report format. You'll also learn about how to link an AIM activity record to an existing ImageRight document.
  • Accounting Unique to Insurance Agencies - Lesson 4 | 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.
  • BenefitPoint Firm Settings Part 4 of 4: RTM 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.
  • Get to Market Faster & Increase Your Closing Ratio | Presented by AVYST
    Empower every member of your team who is responsible for preparing submissions with the ability to reduce time spent doing redundant data entry. During this webinar, you’ll see how eForms Wizard provides access to ACORD, company-unique and supplemental forms and applications in a single place, whether you have an internet connection or not. Data entered flows across the forms package. Submissions can be shared both internally and directly with carriers in a secure format. Hear how producers and account managers are putting this powerful tool to work and getting to market faster while watching closing ratios increase! NetVU members have access to AVYST eForms Wizard at a big discount – join us to learn more!