Upcoming Live Events
January 21, 2020
Tue 11:30 AM CST
Accounting Unique to Insurance Agencies - November 2019 -...
Not all accounting is created equal! Come learn how and why insurance agency accounting differs from standard bookkeeping and accounting practices.
Tue 11:00 AM CST
CH3012002 - ImageRight/WorkSmart: Using Process Dashboard in...
Join the ImageRight NetVU Chapter for our upcoming meeting. We’ll be taking a personas approach to looking at using Process Dashboard in your agency.
Thu 11:00 AM CST
What Behavioral Insight REALLY Can Do for You
Ever hired the wrong person? (Admit it…you know you have!) Wondered why employees don’t meet expectations? Struggled through motivating and communicating with your...
Wed 2:00 PM CST
Chapter Leader One Voice Call - February 19, 2020
These quarterly webinars are designed exclusively for NetVU Chapter Leaders. The goal of these calls is to bring Chapter Leaders together to collaborate and discuss...
Wed 1:00 PM CDT
Move Your Mission Forward with Succession Planning
What would you do if a key employee resigned, fell ill or was fired tomorrow? Would you be prepared? While we’re at it, who’s going to take your place when you...
Wed 1:00 PM CDT
Learn About the Newest Features in IVANS Exchange 2020
IVANS is the insurance industry's exchange connecting agencies to insurers. IVANS exchange is a complimentary tool that allows you to download connections and...
Wed 2:00 PM CDT
Chapter Leader One Voice Call - May 20, 2020
These quarterly webinars are designed exclusively for NetVU Chapter Leaders. The goal of these calls is to bring Chapter Leaders together to collaborate and discuss...
Wed 2:00 PM CDT
Chapter Leader One Voice Call - August 19, 2020
These quarterly webinars are designed exclusively for NetVU Chapter Leaders. The goal of these calls is to bring Chapter Leaders together to collaborate and discuss...
Wed 2:00 PM CST
Chapter Leader One Voice Call - November 18, 2020
Past Live Events
Thu 11:00 AM EST
AMS360: My Agency Home & Quick Navs
Wed 2:00 PM CST
AIM: What's New & Coming, Connect with your Fellow Users
Join the NetVU AIM & MGA User Group for our upcoming meeting.
Thu 1:30 PM CST
AMS360 Accounting: 19R1 GAAP Revenue Recognition Reports -...
Join the AMS360 Accounting NetVU Chapter for our upcoming meeting on 19R1 GAAP Revenue Recognition Reports.
Thu 11:30 AM CST
Sagitta Accounting: Revenue Recognition - CH3241911
Join the BRAND NEW Sagitta Accounting NetVU Chapter for our upcoming meeting on revenue recognition!
Wed 2:00 PM CST
Chapter Leader One Voice Call - November 20, 2019
Tue 1:00 PM CST
ImageRight/WorkSmart: Accounting Workflows in ImageRight -...
Listen to one agency’s plan for accounting drawers including file structures and workflows. Bring your own ImageRight accounting tips and tricks to share with the...
Tue 11:30 AM CST
BenefitPoint - Custom Fields for Workflows
Join Michelle Lewis to learn how BenefitPoint Custom Fields can be used to build out a standard Activity Log Record workflow for your agency.
Tue 10:00 AM PDT
AMS360: New Features in 19R1 - Golden State - CH3181910
Join the Golden State NetVU Chapter for our upcoming webinar. We'll be reviewing the new features with the 19R1 new release.
Wed 2:00 PM CDT
AIM: Product Updates, Docucorp Parser, ePayPolicy Demo -...
Join the NetVU AIM & MGA User Group for our upcoming meeting. Connect with your fellow AIM product users and Vertafore to uncover solutions and become more successful...
Tue 11:30 AM CDT
Volunteer Recruitment & Retention Panel - October 8, 2019
Volunteers are the heart of NetVU and drive all that we do so we wanted to have an open discussion to strengthen and grow our community.
Wed 1:00 PM PDT
The Ins & Outs of the Contact Redesign & Release Updates You...
Bruce Westman will share the new Contact Redesign page in Sagitta. Shannan will join him with her perspective as a hands-on user. In addition, we will cover Release...
Tue 2:00 PM CDT
BenefitPoint: 2019 R3 Preview + Activity Log Training - CH2741909
Join the BenefitPoint Users Group (BPUG) for our upcoming meeting. We'll highlight BenefitPoint changes and enhancements with the 2019 R3 release coming in October.
Thu 2:00 PM CDT
AIM 19R2 Release Overview - August 29, 2019
Join Neville Allen, AIM Development Manager and Cameron Elisha, MGA Product Manager for a great review of AIM's 19R2 Release.
Thu 12:00 PM CDT
Exploring Options for Security: Security Groups, DOC360 Setup...
Why VSSO (Vertafore Single Sign On) and why Native still works, What is security all about? We'll explore security options and settings within the AMS360 Product.
Thu 12:00 PM CDT
Getting Cozy: Merging customers
NEW with 18R2 - What happens when we can merge customers together-when two become one!
Thu 12:00 PM CDT
Riddle Me This - WHO DONE IT? Hear Available Options to Audit...
Let's take some of the mystery out of your data using tools in ImageRight/WorkSmart, Activity, Reporting, Workflows.
Tue 11:30 AM CDT
Accounting Unique to Insurance Agencies - August-October 2019
Thu 12:00 PM CDT
Using Data for Daily Tasks
Learn How Target Lists and Form Letters Work to Streamline Communications.
Tue 1:00 PM CDT
ImageRight/WorkSmart: What's New in ImageRight 6.8 - CH3011908
Tue 9:00 AM CDT
AMS360: Data Mining with AMS360 Target List - CH2271908
Let's dig into our policy data! Join the Michigan NetVU Group and Angela Adams Consulting's Angela Painter, Advisor & Regional Manager, for our upcoming webinar.
Thu 12:00 PM CDT
All in the Family: How to Use AMS360 Data to Sort Out...
Releases 18R1 and 18R2 give us additional opportunities of how to classify our business, book commissions, set up relationships.
Wed 2:00 PM CDT
AIM: Accelerate Recap, SQL SSRS Teaser, BankDirect Demo -...
Tue 2:00 PM CDT
BenefitPoint: Accelerate Review, Highlights, Sharing Tips
Join the BenefitPoint Users Group (BPUG) for our upcoming meeting. Education and connecting with peers is a vital part of making sure we are fully utilizing our systems.
Mon 11:00 AM CDT
Supercharge AMS360/Vertafore Agency Platform Output with...
Too much for one hour. Join Part 2 and learn more abut ramping up your word documents, form letters and emails into additional tools for your branding and efficiency...
Thu 12:00 PM CDT
Defying the Myth: Download Data
Take part in this 4-part deep dive series to learn how to manage downloaded data.
Fri 12:00 PM CDT
Words matter: Learn the Latest on eDocs, Text Setups and eForms
Join the discussion about eDoc delivery, connectivity, text setups and eForms.
Tue 12:00 PM CDT
Supercharge AMS360/Vertafore Agency Platform Output with...
Ramp up your word documents, form letters and emails into additional tools for your branding and efficiency tools.
Tue 1:00 PM CDT
ImageRight/WorkSmart: ImageRight 6.7 Release
Join the ImageRight NetVU Chapter as Marshall & Sterling's Heather Wargo, who has upgraded to the ImageRight 6.7 release, reviews some of the major enhancements.
Mon 1:30 PM CDT
AIM: What’s Coming in the 19.1 Release
Join Vertafore's Neville Allen, Development Manager, and Cameron Elisha, MGA Product Manager, to learn about the exciting new features coming in the 19.1 AIM release.
Wed 10:00 AM EDT
AMS360: Business Submissions + Data Schedules
Join the Georgia NetVU Group and Angela Adams Consulting's Renee Marshall for our upcoming meeting. Learn step by step how to create a new business submission using...
Tue 10:00 AM CDT
AMS360: Transform Your Agency's Growth Potential
Join the Windy City NetVU Chapter for our upcoming webinar, Change or be Changed – A Blueprint for Transforming Your Agency’s Growth Potential.
Thu 10:00 AM EDT
AMS360: Highlights of the 2018 R1 + R2 New Releases
We'll be reviewing enhanced and new features in the 2018 R1 and R2 new releases.
Wed 11:00 AM EDT
AMS360: Closer Look at New Customer Merge Feature
Thu 10:00 AM CDT
Insurance Onboarding + Training Demo with Total CSR
Join the Midwest Sagitta Users Group (MSUG) for our upcoming webinar with Tim Smith of Total CSR.
Wed 12:00 PM CDT
BenefitPoint Firm Settings Part 4 of 4: RTM Settings
Tue 2:00 PM CDT
BenefitPoint: Open Forum and Accelerate Prep
Join the BenefitPoint Users Group (BPUG) for our upcoming webinar. We're holding an open forum where you can ask other BenefitPoint users questions about how they use...
Wed 11:00 AM CST
BenefitPoint Firm Settings Part 3 of 4: Activity Log Settings
Thu 11:30 AM CST
Accounting Unique to Insurance Agencies - Feb-Apr, 2019
Wed 12:00 PM CST
BenefitPoint Firm Settings Part 2 of 4: Plan Settings
Wed 1:00 PM CST
AIM Series Part 3 of 3: Document Integration/Workflow
This session will be high level since additional information will be coming out with the next iteration of integration.
Wed 2:00 PM CST
AIM: 2018 R4 Release + Learning Opportunities
Join the NetVU AIM & MGA User Group to learn about the latest AIM release, 2018 R4, and discover upcoming opportunities leading you towards full system utilization.
Wed 12:00 PM CST
BenefitPoint Firm Settings Part 1 of 4: Account Settings
Mon 1:00 PM CST
AIM Series Part 2 of 3: Document Designer
This session will cover the basics of the document parameter and designer screens in order to provide foundational knowledge for creating simple to complex document...
Wed 1:00 PM CST
AIM Series Part 1 of 3: Accounting
Year End is upon us. Do you need guidance on steps to enter adjusting entries and close the year?