Upcoming Live Events
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.
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.
Tue 1:00 PM CDT
ImageRight/WorkSmart: What's New in ImageRight 6.8 - CH3011908
Thu 12:00 PM CDT
Using Data for Daily Tasks
Learn How Target Lists and Form Letters Work to Streamline Communications.
August 13, 2019
Tue 11:30 AM CDT
Accounting Unique to Insurance Agencies - August-October 2019
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.
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
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.
Wed 2:00 PM CST
Chapter Leader One Voice Call - November 20, 2019
Past Live Events
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?