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Webinar Name
Description
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3/26/2024
Small Agency Round Table
3/26/2024
Narrative Navigators: How Successful People Lead
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Join your fellow NetVU Members for a monthly discussion geared around a professional development book. This month we read How Successful People Lead by John Maxwell.
3/21/2024
Accelerate Orientation – Prepare for Success
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Watch this recording designed to help all Accelerate Attendees have an amazing experience.
3/21/2024
Sagitta Product Update
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SAUCI (Sagitta All Users Chapter) is your connection to learning and advocating for efficient use of your Sagitta solution. Watch this recording of Chapter leaders and Bruce Westman, Director of Product Management to hear how Vertafore has responded to SAUCI's request for more investment in development and bug fixes.
3/21/2024
Unlock Agency Bill Revenue with AMS360 and Ascend
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Are you looking for hidden operational inefficiencies in your agency? When was the last time you rethought how you managed agency billed policies? AMS360 and Ascend's integration helps agencies automate invoicing, financing, and carrier payables to unlock revenue, eliminate wasted time, and provide the best customer experience.
3/20/2024
Policy Checking: A Look at the Latest Technology Trends
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As businesses try to stay competitive in today's market, policy checking has become an increasingly important part of any organization's success. In Partnership with NetVU, Patra is proud to host an informative webinar focused on the latest trends in policy checking and how advancements in technology are rapidly transforming this critical, and historically cumbersome, part of your business.
3/19/2024
Insure the Future: Exploring Invest & DECA
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Join us for a dynamic webinar as we delve into an exciting collaboration between Invest and DECA, two trailblazing organizations shaping the future of insurance education and career development! The last 30 minutes will be an open forum for you to ask any questions you may have.
3/19/2024
PL Rating Masterclass | Admin Best Practices Session 3
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Learn how you and your team can use Custom Proposals to provide a delightful customer experience. Next, learn how you can use PL Rating’s prefill options to save time with your quote applications.
3/14/2024
First Time Attendee Virtual Meet & Greet
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Watch this recording to learn how to navigate Accelerate while hearing tips and tricks on how to have an amazing experience. Have a question? Ask your mentor or reach out to
[email protected]
.
2/29/2024
More With ePayPolicy in 2024
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Learn how ePayPolicy is more than a payments processor in 2024! While our core products still provides great value to over 7000 happy customers we have three brand new ground breaking products that help streamline every aspect of payments. Learn how Checkmate, Finance Connect, and Payables Connect make payments the easiest thing your organization does!
2/27/2024
Narrative Navigators: Five Dysfunctions of a Team
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Watch this recording of your fellow NetVU Members for a monthly discussion geared around a professional development book. This month we read Five Dysfunctions of a Team by Patrick Lencioni.
2/22/2024
The Agent Experience using SEP Integration with AMS360
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Join us for an insightful webinar on the seamless integration of AMS360 and Simply Easier Payments, where we'll explore how this dynamic duo can revolutionize your agency's billing and payment processes.
2/20/2024
Small Agency Round Table
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Watch this recording of your fellow small agency owners and managers for a virtual round table discussion. Our monthly conversations are geared towards agencies with 1-25 employees and isn't system-specific.
2/15/2024
AMS360 Accounting Chapter: Financial Center Best Practices
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Join us for an insightful webinar hosted by the AMS360 Accounting NetVU Chapter, where we will dive into key topics revolving around the Financial Center in AMS360. Whether you're a seasoned user or just getting started, this webinar will help to enhance your understanding and proficiency.
2/8/2024
Agency Digital Technology Adoption Trends
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Join us to learn what's trending in the industry from the agent's point of view. Ivans will dive into the latest agency technology adoption trends and how to ignite the most connectivity and value across the industry.
1/25/2024
Mentor Orientation for Accelerate, powered by NetVU
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Not a mentor? Watch this recording if you're curious about volunteering for this role during Accelerate. Email
[email protected]
for more information.
1/23/2024
Narrative Navigators - Smart Brevity
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"Anyone who wants to be heard is facing an epic challenge - people are drowning in a sea of words. How do you get your audience to pay attention? By learning to say a lot more with a lot less and punch through the noise. By learning Smart Brevity."
1/18/2024
Midsize Agency Round Table
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Watch this recording of your fellow midsize agency owners and managers during our virtual round table discussion. Our conversations are geared towards agencies with 25-99 employees and isn't system-specific. Come next month and be prepared for an interactive call with the ability to speak freely with your peers, participate in a group chat, and share your webcam.
1/9/2024
Small Agency Round Table
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Watch this recording of the first Small Agency Round Table of 2024. We had a lot of different conversations geared towards agencies with 1-25 employees. Also, these sessions are not product specific, all product users are welcome! Join us next month for an interactive call to speak freely with your peers.
12/14/2023
Midsize Agency Round Table
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Our conversations are geared towards agencies with 25 - 99 employees and isn't system-specific. Come prepared for an interactive call with the ability to speak freely with your peers, participate in a group chat, and share your webcam.
12/12/2023
Small Agency Round Table
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Our conversations are geared towards agencies with 1-25 employees and isn't system-specific. Come prepared for an interactive call with the ability to speak freely with your peers, participate in a group chat, and share your webcam.
12/12/2023
PL Rating Masterclass | Admin Best Practices Session 2
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Maximize your team’s usage of PL Rating by setting a solid foundation with this NetVU Masterclass series. Three sessions of admin best practices that you can follow along in real-time to make sure you and your team are getting the most out of your PL Rating account.
11/14/2023
Beyond the Basics: Mastering Surplus Lines Compliance
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In this webinar, we'll share best practices for navigating the complexities of surplus lines compliance, empowering you to stay ahead of the game and safeguard your organization against costly fines. Join us as we discuss how to stay up to date with ever-evolving regulations; create compliance calendars to ensure you meet important deadlines; and avoid common oversights when it comes to M&A, tax calculation, and filing and reporting.
11/1/2023
NetVU Member Orientation
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As a Vertafore product user, you are automatically a member of NetVU. Join this short overview to learn more about using NetVU.org and the many benefits of membership. The NetVU Community, along with joining product specific communities will be demonstrated. This is a MUST for those who are just beginning their journey with NetVU or for those that want a better understanding of NetVU resources. Be sure to bring any questions you have as this will be an open forum to share information and learn.
10/11/2023
Where are you on the AMS360 Adoption Journey
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In this session, Angela will walk you through 17 under-utilized features already included in AMS360 that most agencies are not taking full advantage of. This session will equip you with actionable steps to bring you closer to fully utilizing the functionality within your AMS360 system and maximizing your investment!
10/10/2023
Finance Connect by ePayPolicy
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Finance Connect by ePayPolicy Combines the ease of integrated online payments with financing at checkout to help improve conversion rates and eliminate extra back-and-forth. Plus, with Finance Connect ePayPolicy partners with YOUR PFC Partners! Learn all about this amazing new product and see just how ePayPolicy continues to streamline your agency's process, helping you bind business faster!
10/10/2023
QQCatalyst: Making Download Work For You Series, Part 2
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Download setup and implementation is a well-documented but often misunderstood feature of QQCatalyst. In this 2-part series designed specifically for QQCatalyst users, we'll start at the beginning and help you understand all the decisions and setups required to create a great experience for your agency. You'll be introduced to resources available to guide you through the implementation and utilization process. It is possible to create a download environment that is specific to your organization's needs that saves time and increases data accuracy.
9/29/2023
BenefitPoint Users Group NetVU Chapter: Renewals
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Join the BenefitPoint User Group for our upcoming meeting. Renewal season is approaching and has proven to be a very challenging and hectic time so in this meeting, we ‘ll be hearing from Julianna Mackuch, a BenefitPoint Product Manager with World Insurance Associates, as she highlights topics such as policy renewals with rate guarantees, plan attributes, and New vs. Renew vs. Replacing Plans.
9/28/2023
Navigating the AI/ML Landscape for E&O Risk Reduction
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When it comes to mundane tasks, many insurance agencies tend to think of policy checking as one of the worst offenders. As a result, many view AI and machine learning as exciting new solutions to keep staff focused on high-value work. But how can agencies make use of these technologies? How accurate are they? And, most importantly, should you apply them within your agency? Please join ReSource Pro’s Brenda Grow, Senior Solutions Specialist, as she discusses how AI and machine learning can reduce E&O risk for your business.
9/27/2023
AMS360 & Sagitta: Making Download Work For You, Part 3
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Part 3: Making Download Work for You – Maximizing Efficiency with Additional Download Types We’ll discuss rounding out your agency’s download and connectivity with direct bill commission statement, claims, and eDocs & messages downloads.
9/21/2023
Midsize Agency Round Table
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Join your fellow midsize agency owners and managers for our virtual round table discussion. Our conversations are geared towards agencies with 25 - 99 employees and isn't system-specific. Come prepared for an interactive call with the ability to speak freely with your peers, participate in a group chat, and share your webcam.
9/19/2023
QQCatalyst: Making Download Work For You Series, Part 1
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Download setup and implementation is a well-documented but often misunderstood feature of QQCatalyst. In this 2-part series designed specifically for QQCatalyst users, we'll start at the beginning and help you understand all the decisions and setups required to create a great experience for your agency. You'll be introduced to resources available to guide you through the implementation and utilization process. It is possible to create a download environment that is specific to your organization's needs that saves time and increases data accuracy. Join Chelsea and Zach on the journey to successful Download!
9/19/2023
AMS360 Data Detox for Operational Wellness
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In this session, you will discover valuable strategies for performing a data detox that improves the quality and accuracy of your data in AMS360. We'll show you how to identify and correct any missing or erroneous data from your system. We'll also provide an overview of auditing procedures and best practices for maintaining good data hygiene.
9/12/2023
PL Rating Masterclass | Admin Best Practices Session 1
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Session 1: Managing Users & Carriers in PL Rating Learn how to set up your users with the right user permissions and how to manage your carriers through VSSO and Credential Manager.
9/6/2023
AMS360 & Sagitta: Making Download Work For You, Part 2
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Part 2: Making Download Work for You – Policy Download Workflows – where you’ll learn how to include the information found in the download reports in your written plan. Plenty of time is set aside to ask any questions that have come up during your review of download in your agency and the implementation of your agency’s written plan.
8/31/2023
Sagitta Accounting NetVU Chapter: Payables Connect
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If you are using ePayPolicy, then you are already familiar with their receivables integration. Join the Sagitta Accounting NetVU Chapter as we hear from Wade Schon, Product Owner on their newest release, Payables Connect!
8/24/2023
AMS360 Tips & Tricks for Efficiency
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This recording will have tips & tricks for greater efficiency within AMS460.
8/23/2023
NetVU Volunteer Leader One Voice Call - August 2023
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NetVU's quarterly One Voice Call unites NetVU volunteer leaders through shared goals. These calls are designed to help our leaders be educated, equipped, and empowered to serve NetVU members. We aim to create a more connected community and new advocates for NetVU, Vertafore, our industry, and ourselves. The development of better-informed NetVU members leads to higher effectiveness.
8/23/2023
Simplifying Insurance Business Process to Retain Your Team
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Listen in on how simplifying insurance business processes can help to retain your team from, Synatic VP of Business Development and Alliances, Jamie Peers.
8/22/2023
Small Agency Round Table
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Our conversations are geared towards agencies with 1-25 employees and isn't system-specific.
8/22/2023
AMS360 & AgencyZoom
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AgencyZoom is more than Your Email Drip Campaign- better understand the pipeline management capabilities of AgencyZoom and cover the resources available to manage your agency’s new revenue opportunities, as well as renewal and service processes. From pipeline creation and filters to campaign development that includes email, texts, and tasks to operations and process management, you will learn ways to stay on top of the sales opportunities for you and your business with this webinar.
8/17/2023
AMS360 Accounting NetVU Chapter: Book of Business
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In this session you will learn how to create your MAR Book of Business report and turn it into a meaningful financial reporting tool.
8/16/2023
BenefitPoint Masterclass | New 23R2 Release
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NetVU and Vertafore are proud to bring you our BenefitPoint Masterclass series! Every quarter, BenefitPoint experts from Vertafore will discuss some of our most popular product topics. Join the BenefitPoint Product Team for a presentation on the new enhancements and functionality being delivered with the BenefitPoint 23R2 release scheduled for September 15, 2023!
8/15/2023
Maximizing Service Levels Through Outsourcing
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Let's debunk some myths about outsourcing and share how it is an efffective, long term solution to back- office, redundant tasks as well as solving a major part of the talent crisis.
8/8/2023
QQCatalyst: Making Download Work For You Series, Part 2
View recording
Download setup and implementation is a well-documented but often misunderstood feature of QQCatalyst. In this 2-part series designed specifically for QQCatalyst users, we'll start at the beginning and help you understand all the decisions and setups required to create a great experience for your agency. You'll be introduced to resources available to guide you through the implementation and utilization process. It is possible to create a download environment that is specific to your organization's needs that saves time and increases data accuracy. Join Chelsea and Zach on the journey to successful Download!
7/28/2023
AMS360 & Sagitta: Making Download Work For You, Part 1
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Part 1: Making Download Work for You – Creating an Agency Download Plan Come away with the knowledge and tools to build the download plan for your agency. In this class, we'll discuss the tools and information to make download work to your advantage and give you the steps to follow to build a written download plan for your agency regardless of whether you are NEW to download or REVISITING an existing set-up for a check-up.
7/26/2023
MAR 101: Start Here!
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My Agency Reports (MAR) is AMS360's robust reporting solution that can take your agency to the next level in finding and analyzing the data in your system. Feel like you've missed out on all the excitement surrounding this great tool? Join this class for a chance to rewind time and go back to MAR Basics.
7/25/2023
QQCatalyst: Making Download Work For You Series, Part 1
View recording
Download setup and implementation is a well-documented but often misunderstood feature of QQCatalyst. In this 2-part series designed specifically for QQCatalyst users, we'll start at the beginning and help you understand all the decisions and setups required to create a great experience for your agency. You'll be introduced to resources available to guide you through the implementation and utilization process. It is possible to create a download environment that is specific to your organization's needs that saves time and increases data accuracy. Join Chelsea and Zach on the journey to successful Download!
7/25/2023
Top KPI's Your Agency Should be Tracking
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Leverage your Agency’s data to make data-driven decisions for maximum benefit. Track important KPIs for sales, finance and claims to Improve your bottom line. Choose the right Business Intelligence tool for your Agency's needs.
7/20/2023
Midsize Agency Round Table
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Watch this recording of your fellow midsize agency owners and managers during our monthly virtual round table discussion. Our conversations are geared towards agencies with 25-99 employees and isn't system-specific.
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