Join your fellow mid-sized agency owners and managers for our virtual round table discussion. Our conversation will be geared towards agencies with over 20...

Join the Georgia NetVU Chapter for our upcoming meeting. This webinar will share what’s included with the 20R1 update and highlight efficiency opportunities.

Join the Puerto Rico NetVU Chapter for our upcoming meeting. We’ll have an AMS360 overview that includes updates on enhancements to your Vertafore technology solution,...

Accounting Unique to Insurance Agencies-Lesson 1

Join your fellow Sagitta users and the Pac West Sagitta NetVU Chapter for our upcoming meeting.

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...

Today’s IT and network capabilities have enabled the strategies that have kept many companies afloat during the pandemic. At the same time, cyber-attacks have...

Making Download Work For You - Part 2 Oct 14 2020

​Hear from Vertafore product managers/owners/developers as they partner with actual product users/NetVU members to demonstrate new features in practice and how they’ll...

If your agency has adopted Microsoft 365, you have everything you need to collaborate with your co-workers and communicate with your clients during these unprecedented...

Join your fellow AMS360 users in Florida to talk about Download, a tool for agencies to connect more seamlessly with carrier and MGA partners.

This webinar will provide helpful hints for you to manage work and life today. What will our future look like tomorrow if the entire family continues to work and...

Grab a snack and join your peers as the new features on the AMS360 integration provided by ePayPolicy are discovered. 30 minutes of learning will simplify your...

Join your fellow agency owners, principals, and managers for our financial institutions round table. ​Please note: This session is intended for agency employees only.

Top Seven Exciting IRMI Features Available in ReferenceConnect

2020 has been a whirlwind for all of us with economic downturns and shutdowns. The Kotter Group wants to share good news that it is not too late to make it your best...

Can AI really check policies? What can we expect? How does it change my work-flow? How reliable is it? Get answers to these questions and much more!

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.

It’s critical to know the skills/traits the person needs to do the job as well as how they will fit into the company culture.  When an employee is in a position that...

Join your fellow mid-sized agency owners and managers for our virtual round table discussion.

Join your fellow agency owners, principals, and managers for our virtual round table conversation on mergers and acquisitions for firms of all sizes.

Join the AMS360 Accounting Chapter for our upcoming meeting. Your agency has gone paper/file-less in your service departments, and you have had a goal of doing the...

Hear from Vertafore product managers/owners/developers as they partner with actual product users/NetVU members to demonstrate new features in practice and how they’ll...

This webinar will help solve the mystery and hopefully relieve the frustration by telling you where the data pulls from in the different AMS360 reports and why there...

Join your fellow small agency owners and managers for our virtual round table discussion.

Join Indio for this webinar to learn the four divers of change that are impacting the insurance ecosystem and how P&C brokers must take a new customer focused approach.

Making Download Work For You, Part 1 Sept 9 2020

Join the BenefitPoint Users Group for our upcoming meeting. We will be highlighting a benefits-specific benchmarking tool that helps you analyze benefits plan options,...

SAG126-Outlook Management Tips & Tricks

Join this session to hear how our panelists have handled some of the unique situations that come from setting up and working in a benefits system.

SAG128-Proposal Builder Is Here!

TNW101: Managing Your Carrier Credentials More Efficiently

AMS111: Stop Missing Important Policy Changes and Notices-Alerts Are The Answer

BUS124: The Impact of Data Science on your Life and Business

RMA101-Develop a Secret Weapon: Use Data to Identify Cross-Sell Opportunities

AMS115: Direct Bill-Love It or Hate It-PART 2 Best Practices for Statement Processing

Join this session to hear experts as they build a new business, lost business, and renewal workflow within the Activity Log of BenefitPoint.

SAG127-Detailed Financial Tracking

IRW104-Are You Using These Game-Changers: OCR, Redaction and Full-Text Search?

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...

BUS126-The Importance of Empathy in Client Relationships

Join this session to hear how to use the eStatement tool and revenue recovery reports found in BenefitPoint.

PLR101: PL Rating - What's New and Where We Are Headed

AMS116: Use Activities and Suspense To Serve Client Needs

Join your fellow small agency owners and managers for our virtual round table discussion.

AMS115: Direct Bill-Love It or Hate It-PART 1 Review of Available Methods

Join this session to hear how to maximize your broker admin skills.

SAG124-Status: In a Relationship - How to Effectively Use Client Relationships

IRW106-Business Process Analytics

QQCatalyst: Round Table - Topic TBD

RMA103-I have RiskMatch, now what?

Join your fellow large agency owners and managers for our virtual round table discussion. Our conversation will be geared towards agencies with over 100 employees...

Don't let distance get in the way of success. Join ReSource Pro's Brenda Grow and Laura Seltmann as they share best practices for communicating with colleagues, based...

SAG123-What Is Going On In There - Security and Other System Audits

SAG121-Remarket Efficiently Using What Already Exists

Join this session to hear tips and tricks to managing the integration, considerations for maintaining the integration, and lessons learned that will help your agency...

BUS114: The Mechanics of Motivation

IRW105-Learn How Workflow Studio Can Help You Streamline Processes In Your Firm-Hear from clients on What It's Done For Them!

Do you know for sure that your agency procedures for client service are being followed? Can you readily identify the effectiveness and adoption rate of new processes...

AIM116-Web Services - Partnering With 3rd Party Vendors

BUS123: Buddy to Boss – Skills for New Managers

SAG120-Connected To The Mother Ship - How Are The Orange Partners Being Used With Sagitta

BUS115: From the Ground Up: Building a meaningful digital footprint for your business

AMS117: Built-In Document Management System Organizes Important Agency Information

Join this session to hear about MSA tracking, questionnaire and scoring options, RTM split assignments and dependent splits, and Activity Log templates to name a few.

Join your fellow ImageRight/WorkSmart users for our virtual meet and greet, hosted by the ImageRight NetVU Chapter. ​ We'll discuss "news and needs" - any news you...

AIM115-Report Manager Deep Dive

Sometimes the first step is the most difficult one, especially when it means moving outside of your comfort zone. During this Feel Good Friday session, Jessica...

SAG119-Safety First - How to Proactively Prepare for Disasters

BUS127-Automate Your Agency With An AI Virtual Assistant

Join this short overview to learn more about using NetVU.org and the many benefits of membership.

AMS125: Crack the Code: Get Access to AMS360 Data Using Target Lists for Reporting and Campaigns To Stay Top of Mind with Your Clients Part 2

AIM114-The AIM SQL Database - The Basics

IRW107-XAML Forms-Find Solutions To Your Business Problems

AMS119: AMS360 Form Letters Pave the Way for Consistency and Efficiency - Don't Waste Time Typing the Same Letter Over and Over

Join this session to hear strategies within BenefitPoint to make plan maintenance as easy as 1-2-3

AIM113-AIM/VPI Ideas and Roadmap Discussion.

SAG118-Time & Money - Increasing your ROI with eDocs

AMS108-How Does Your Staff Use The System

AMS118: Daily Process and other Features Critical to Keeping Your System Up-to-Date

IRW107-ImageRight Support Team Shares Self-Help Solutions to Commonly Reported Issues

AMS124: Crack the Code: Get Access to AMS360 Data Using Target Lists for Reporting and Campaigns To Stay Top of Mind with Your Clients Part 1

AIM112-Technical Support Roundtable

SAG117-Dunning Letters / AM Best - Accounting

AMS120: Create a Complete View of Your Client Using Best Practices in Client Setups

Join your fellow AMS360 accounting users for our virtual meet and greet, hosted by the AMS360 Accounting NetVU Chapter.

Join ePayPolicy as they demonstrate the latest features for the AIM integration: Email Invoice Reminders and Automated Batch Payables.

AIM111-Voiding vs Reversing, and other AIM Accounting features when void/reverse is not an option

SAG116-Getting the Word Out - Training Tools

AMS107-Data Hygiene and Data Maintenance

The 5 Levels of the Modern Insurance Agency How to Get to the Next Level without Frustration, Confusion or Wasting Time & Money

BUS113: Selecting, coaching and evaluating effectiveness and productivity of remote workers

Join this session to hear the wealth of knowledge and experience of these merger and acquisition gurus!

SAG115-It's Not Scary Anymore - Commercial Lines Download

AIM110-Web Services - AIM Integration Framework and the Custom Menu Feature

BUS109: Change or Be Changed

IRW103-The ABCs of What's Next For ImageRight

SAG113-Let's Get Personal - Open Forum

BUS112: How Technology Can Help You Get MORE Personal

AIM109-Document Designer - All About Data Sets

BUS122: Building culture across generations

AMS106:Protecting Your Agency Part 2:  New Security Updates

SAG114-Accounting Tips & Tricks

BUS116: Customer driven solutions: meeting your clients where they are

AMS123:Navigate Choppy Waters-Leave the Extra Clicks Behind

BUS119: Reigniting Your Why- How to infuse purpose into your agency’s culture

Join this session to hear the team of experts as they explore the features that make RTM work so successfully in the business.

AIM108-Reporting - Back to the Basics

BUS118: Engaging and Motivating a Remote Workforce

SAG112-Invoicing - Building Best Practices

AMS121: We All Have Different Points of View-Use View Customizations to Create Personal Setups to Make Your Workday More Efficient

AIM107-VPI & Commercial Auto

Join your fellow QQCatalyst users for a virtual round table discussion on group benefits.

IVANS is the insurance industry's exchange connecting agencies to insurers. IVANS exchange is a complimentary tool that allows you to download connections and...

This talk will provide helpful hints on how to manage work and life TODAY with the entire family working and schooling from at home and what the future looks like...

Grab your favorite beverage and join your fellow AMS360 users in Texas for our virtual happy hour. We’re planning a trivia game about our great state of Texas with...

SAG111-Are You Speaking English? - Tech/Admin Towne Hall

BUS125: Accidental IT Admin: Best Practices for Virtual Meeting Software

Join this session to hear how BenefitPoint can change the way you work in your agency.

Please join the U-VU Ohio Chapter for a Round Table discussion about working from home.

AIM106-Document Designer - Efficiencies Using Document Sections & Repeatable Sections

Get more done while working less! Good automation allows you to save your staff time, nurture and convert leads, and grow your agency.

SAG110-Sagitta Commercial Lines Town Hall

AMS127: Be Accurate and Efficient Using Copy Policy to Create New Policies

IRW102-Tips & Tricks: Ideas to Improve Your Efficiency As An End-User of ImageRight

NetVU frequently offers an opportunity to step away from your day-to-day routine and objectively see the big picture and can help you experiment and grow as a leader...

Join your fellow mid-sized agency owners and managers for our virtual round table discussion.

Join this session to hear how to shift from a service to a sales culture, What a marketer can do for the agency, and How to recruit and hire the right person.

BUS107: 3 Ways to Boost Agency Revenue

Join this session to hear some small group discussions on small agency considerations like training, system administration, using RTM, and more.

INS101: Insurlink - Driving Customer Adoption and Use

AMS110: Personnel Changes Don't Have to Mean Chaos-Use Global Change for Personnel to Keep Order

AIM105-Self-Upgrading & Moving Your AIM Instance

SAG109-Sagitta Accounting Town Hall

AMS104-What Controls Download, Part 2

During this Feel Good Friday chat, Kitty Ambers will share some tips for finding Purpose and Passion and putting them to work in your life.

AMS109: Understand How Basic System Configuration Hierarchies Impact All Facets of Efficiency and Productivity

IRW101-Admin and Trainer Treasure Chest-Hidden Gems of Effective ImageRight User Training

SAG108-Making the Universe Your Own - Advanced Report Builder Skills

AMS113: You've Got Questions-NetVU Volunteers and Vertafore Product Managers Have Expert Answers to Your Accounting Questions

AIM104-Accounting - Did You Know

SAG107-Speaking To The Universe - Basic Report Builder Skills

BUS102: Tips and Tricks for Windows 10 and Office 365

Join the discussion to learn about resources available from ACT.

Join your fellow small agency owners and managers for our virtual round table discussion.

Join this session to hear some small group discussions on large agency considerations including integration with other projects like Sagitta and ImageRight, state and...

Join your fellow large agency owners and managers for our virtual round table discussion.

BUS106: How To Use Online Reviews To Drive Leads

BUS110: 6 Ideas to Sell More and Service Better Using Your Agency's Website (especially when working remotely)

AIM103-Document Integration with ImageRight

AMS114: Are You a Hoarder Interested in Cleaning House? Use the Purge Customer Feature to Clear the Way

AMS103-What Controls Download, Part 1

SAG106-Direct Bill - Need we say more

Join the BenefitPoint Users Group for our virtual meet and greet. Our regularly scheduled call will have a more casual format.

Join this session to learn how to become a more confident presenter who is able to share a clear, relevant message with any audience.

AMS102-Advanced eForms and Applications, Part 2

SAG105-What It Takes To Be A Sagitta Master - NcSA Prep & Preview

Join this session to clear up misinformation and misunderstandings about Cybersecurity.

Join your fellow small agency owners and managers for our virtual round table discussion.

AIM102-Web Services - Understanding the Basics

SAG104-Managing Client Exposures And Endorse Efficiently

Join your fellow QQCatalyst users for a virtual round table discussion on marketing and AI.

AIM101-Document Designer & State Specific Documents

SAG103-Microsoft Tips & Tricks - Other Products

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.

SAG102-Show & Tell - Hidden Gems

Let’s face it, you are in an industry where your competitors may have bigger budgets, larger teams, and offer better pricing. The game changing approach to gaining...

Join this virtual meeting to hear the latest announcements from NetVU and how we are working on your behalf.

BUS104: How Technology Empowers Independent Agents to Do More

Creating workflows to target contacts in your management system for sales and retention growth.

SAG101-Mastering PL Rating

AMS101-Advanced eForms and Applications, Part 1

Join the Sagitta Accounting NetVU Chapter for our virtual meet & greet.

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...

Join the Western PA NetVU Chapter for our upcoming virtual meeting.

Join your fellow QQCatalyst users for a virtual round table discussion on accounting processes and agency billing.

Join your fellow small agency owners and managers for our virtual round table discussion.

Grab your favorite beverage and join the U-VU Ohio NetVU Chapter for our virtual happy hour.

Grab your favorite beverage and join the Windy City and Central Illinois NetVU Chapters for our virtual happy hour.

Join the Rocky Mountain NetVU Chapter for our virtual meet and greet.

Join the ImageRight NetVU Chapter for our upcoming, complimentary meeting. We’ll share how Process Analytics gives leaders and managers the ability to make data-driven...

test

Envision what success looks like to you and discover how to achieve it.

Join the Houston NetVU Chapter for part two of our 3/26/20 meeting, AMS360: InsurLink, New Features, CL Download, Reports.

Join the Sagitta Accounting NetVU Chapter for our upcoming meeting.

Join the NetVU AIM & MGA Users Group for our upcoming meeting. Connect with your fellow AIM product users and Vertafore to uncover solutions and become more successful...

During this webinar, attendees will see successful bi-directional integration between AMS360 and AVYST eForms Wizard.

Join the Houston NetVU Chapter, Joyce Sigler, and Gail Berg for our upcoming meeting. We have a jam-packed virtual session OPEN TO ALL NetVU members.

Join the Midwest Sagitta Users Group for our upcoming Meeting!

Insurance broker, educator, and podcaster Justin Goodman will share proactive steps to building community in your organization, inclusive of all personas. Learn more.

Join the Sagitta Accounting NetVU Chapter for our upcoming meeting on ImageRight procedures and workflows.

Subsidiary Ledgers…A Look Under the (Balance) Sheet For More Detail Join the AMS360 Accounting NetVU Chapter for our upcoming meeting focused on the Subsidiary Ledger...

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...

Join the BenefitPoint Users Group for our upcoming meeting! This session will include a quick highlight of changes coming in the BP2020R1 release.

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.

Serial entrepreneur and mental-health student Adam Kotter will talk about 3 easy things you can do to improve your own mental health and help those around you.

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...

Join the Windy City NetVU Chapter for our upcoming meeting. Maximize your investment in Vertafore products by uncovering the resources available.

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...

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.

Join the NetVU AIM & MGA User Group for our upcoming meeting.

Join the AMS360 Accounting NetVU Chapter for our upcoming meeting on 19R1 GAAP Revenue Recognition Reports.

Join the BRAND NEW Sagitta Accounting NetVU Chapter for our upcoming meeting on revenue recognition!

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...

Join Michelle Lewis to learn how BenefitPoint Custom Fields can be used to build out a standard Activity Log Record workflow for your agency.

Join the Golden State NetVU Chapter for our upcoming webinar. We'll be reviewing the new features with the 19R1 new release.

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...

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.

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...

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.

Join Neville Allen, AIM Development Manager and Cameron Elisha, MGA Product Manager for a great review of AIM's 19R2 Release.

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.

​NEW with 18R2 - What happens when we can merge customers together-when two become one!

​Let's take some of the mystery out of your data using tools in ImageRight/WorkSmart, Activity, Reporting, Workflows.

Learn How Target Lists and Form Letters Work to Streamline Communications.

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.

​Releases 18R1 and 18R2 give us additional opportunities of how to classify our business, book commissions, set up relationships.

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.

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...

Join the discussion about eDoc delivery, connectivity, text setups and eForms.

Ramp up your word documents, form letters and emails into additional tools for your branding and efficiency tools.

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.

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.

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...

Join the Windy City NetVU Chapter for our upcoming webinar, Change or be Changed – A Blueprint for Transforming Your Agency’s Growth Potential.

We'll be reviewing enhanced and new features in the 2018 R1 and R2 new releases.

Join the Midwest Sagitta Users Group (MSUG) for our upcoming webinar with Tim Smith of Total CSR.

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...

This session will be high level since additional information will be coming out with the next iteration of integration.

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.

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...

Year End is upon us. Do you need guidance on steps to enter adjusting entries and close the year?