Upcoming Live Events
Wed 9:00 AM EDT
CH2320421 - AMS360: eDocs, Renewals, New Features
Join your fellow AMS360 users for our upcoming meeting. In this session we will look at AMS360 tools you should consider to improve your agency’s efficiencies.
Wed 10:30 AM CDT
Making Download Work For You - Part 2 Apr 14 2021
Making Download Work For You - Part 2 Apr 14 2021
Wed 2:00 PM CDT
CH3192104 - AIM: 21.1 Release Update, Input 1 Demo, Conference Updates
Join your fellow AIM users, MGAs, and Vertafore to uncover solutions and become more successful with the tools you’re already using.
Thu 12:00 PM CDT
CH3240421 - Sagitta Accounting: Data Cleanup and Reports
Sponsored by: Sagitta Accounting NetVU Chapter How are you cleaning up your data and how often? What are the best practices? Are there certain reports you should...
Tue 1:00 PM CDT
Digital Applications and Renewals with Broker Buddha
This webinar will be a complete live walkthrough demo of the Broker Buddha platform, highlighting the benefits it can bring to your agency both from a renewal and new...
Wed 10:00 AM CDT
CH3262104 - Small Agency Round Table - April 2021
CH3262104 - Small Agency Round Table - April 2021
Wed 1:00 PM CDT
Power Boost Your Agency Growth with Sales CRM Marketing Automation
InsuredMine platform helps agencies digitize their sales and marketing process and build automation to streamline people, process and technology. Learn how to execute...
Wed 2:00 PM CDT
AMS360 Proposal Builder Brand Styles and Cover Page Workshop Apr 21, 2021
Join this highly interactive session with Scott Lundquist, Vertafore Solution Consultant to create your initial Agency Brand Styles and your first Proposal Cover Page.
Thu 11:00 AM CDT
CH3012104B - ImageRight: Tips & Tricks Part 2 of 3
Sponsored by: ImageRight NetVU Chapter These tips and tricks will be valid for any version of ImageRight. Join your fellow ImageRight users for part two of our...
Tue 11:30 AM CDT
Accounting Unique to Insurance Agencies-Lesson 2 April 27, 2021
Accounting Unique to Insurance Agencies-Lesson 2 April 27, 2021
Tue 1:00 PM CDT
Cybersecurity Compliance Doesn't Have to be Impossible - Demo!
This Presentation is a demo that will introduce you to laws that are driving requirements for agencies of all sizes. Cybersecurity professionals from Rigid Bits will...
Wed 1:00 PM CDT
Never Hire the Wrong Person Again
Learn how other agencies are attracting Millennials and Gen Z while ensuring that they are the right fit for your organization.
Wed 2:00 PM CDT
AMS360 Proposal Builder Brand Styles and Cover Page Workshop Apr 28, 2021
Join this highly interactive session with Scott Lundquist, Vertafore Solution Consultant to create your initial Agency Brand Styles and your first Proposal Cover Page.
Thu 1:00 PM CDT
InsurTech & Digital Payments with ePayPolicy
Join us as ePayPolicy explains the importance of technology in the insurance industry and how integrating your management system with a payment processor can...
Fri 10:30 AM CDT
CHFGF2104 - Feel Good Friday: Active Listening & Vulnerability
CHFGF2104 - Feel Good Friday: Active Listening & Vulnerability
Tue 11:00 AM CDT
Drive Business with the New Face of Collector Cars
Join Hagerty for a deep dive into the expanding market opportunity for Collector Cars and learn how you can earn more of this business.
Tue 11:00 AM CDT
CH3272105 - Midsize Agency Round Table - May 2021
Please note: This session is intended for agency participants only. Join your fellow midsize agency owners and managers for our virtual round table discussion. Our...
Thu 11:00 AM CDT
CH3012105 - ImageRight: Tips & Tricks Part 3 of 3
Sponsored by: ImageRight NetVU Chapter These tips and tricks will be valid for version 6.7 or newer of ImageRight. Join your fellow ImageRight users for part three...
Tue 11:30 AM CDT
Accounting Unique to Insurance Agencies-Lesson 3 May 11, 2021
Accounting Unique to Insurance Agencies-Lesson 3 May 11, 2021
Wed 2:00 PM CDT
Chapter Leader One Voice Call, May 12, 2021
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
AMS360 Proposal Builder Brand Styles and Cover Page Workshop May 12, 2021
Join this highly interactive session with Scott Lundquist, Vertafore Solution Consultant to create your initial Agency Brand Styles and your first Proposal Cover Page.
Thu 11:30 AM CDT
AMS360 Accounting: Ask the Experts Session - May 13, 2021
Tue 11:00 AM CDT
Eliminate IT Headaches and Focus on Growing Your Business
Adar IT will provide real world examples of how modernizing your team’s IT can alleviate headaches in several areas, such as accessibility, security, and compliance.
Wed 10:00 AM CDT
CH3262104 - Small Agency Round Table - May 2021
CH3262104 - Small Agency Round Table - May 2021
Wed 2:00 PM CDT
AMS360 Proposal Builder Brand Styles and Cover Page Workshop May 19, 2021
Join this highly interactive session with Scott Lundquist, Vertafore Solution Consultant to create your initial Agency Brand Styles and your first Proposal Cover Page.
Tue 11:30 AM CDT
Accounting Unique to Insurance Agencies-Lesson 4 May 25, 2021
Accounting Unique to Insurance Agencies-Lesson 4 May 25, 2021
Fri 10:00 AM CDT
NetVU Member Orientation, June 18, 2021
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.
Thu 11:30 AM CDT
AMS360 Accounting: Ask The Experts Session - August 12, 2021
Wed 2:00 PM CDT
Chapter Leader One Voice Call, August 18, 2021
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...
Thu 11:30 AM CST
AMS360 Accounting: Ask The Experts Session - November 11, 2021
Wed 2:00 PM CST
Chapter Leader One Voice Call, November 17, 2021
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...
Past Live Events
Tue 11:30 AM CDT
Accounting Unique to Insurance Agencies-Lesson 1 April 13, 2021
Accounting Unique to Insurance Agencies-Lesson 1 April 13, 2021
Wed 10:30 AM CDT
Get the help you need to succeed with Proposal Builder!
Join this step-by-step overview of design and setup of the new Proposal Builder templates as well as end-user utilization in day-to-day workflows.
Wed 1:00 PM CDT
Understanding State Regulations Pertaining to Payments
Review of Insurance Regulations for each State related to premium payments.
Thu 1:00 PM CDT
The Power of Behavioral Insight
Learn about your strengths, challenges, and leadership traits. We'll discuss how you communicate and manage others and how to "handle" different types of employees.
Wed 11:00 AM CDT
Learning to Lead: Connecting With and Motivating Your Team(Repeat)
Connecting With and Motivating Your Team(Repeat)
Wed 1:00 PM CST
Exponential Growth with Digital Payments - Meet SimplePin
Join SimplePin to see how you can integrate and automate your payments process to reduce costs, streamline operations and improve customer relations.
Wed 10:30 AM CST
Making Download Work For You - Part 1 Mar 10 2021
Making Download Work For You - Part 1 Mar 10 2021
Wed 11:00 AM CST
Learning to Lead-Managing Change(Reschedule)
Learning to Lead-Managing Change(Reschedule)
Thu 11:30 AM CST
AMS360 Accounting: Ask The Experts Session - Feb 11, 2021
AMS360 Accounting: Ask the Experts February 11, 2021
Wed 10:30 AM CST
Making Download Work For You - Part 2 Feb 10 2021
Making Download Work For You - Part 2 Feb 10 2021
Tue 10:00 AM CST
NetVU New Member Orientation, February 9, 2021
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...
Wed 1:00 PM CST
Reliance on Compliance: Embracing the Modern Workplace
Join us Wednesday, February 3rd as Director of Product Marketing Andrew Murphy highlights the challenges due to remote work, and how to embrace communication tools for...
Wed 11:00 AM CST
Lifecycle of an Idea
Join this session to learn more about how you can submit impactful enhancement recommendations for your Vertafore solutions. You will learn about the complete...
Thu 1:00 PM CST
State of Agency-Insurer Connectivity: 2020 Survey Results
The results of the IVANS 2020 Agency-Insurer Connectivity Survey are in. Join us for a preview of some of this year’s initial insights.
Wed 1:00 PM CST
Discover IPFS TotalPay™ a Digital Payment Collection Solution
Join Imperial PFS as they discuss the current state of payment collection in the insurance industry and the need for a digitally innovative solution that allows agents...
Wed 11:00 AM CST
Delegating
Learning to Lead: Delegating
Tue 1:00 PM CST
Keeping Commitments Leads to Growth
2020 was a memorable year, and many people spent the time cleaning out cobwebs and found time to focus on themselves. During this session, you will learn how to set...
Thu 1:00 PM CST
Keep-in-Touch Marketing in the COVID Era: 10 Tactics to Grow Your Agency
Join Levitate, a Vertafore Orange Partner, to learn how you can leverage personal email and relationship-based marketing to break through the clutter and stay top of...
Wed 2:00 PM CST
CH3192101 - AIM: 20 R3 Release, Dark Matter InsurTech Demo, Web Services
Wed 10:30 AM CST
Making Download Work For You - Part 1 Jan 13 2021
Making Download Work For You - Part 1 Jan 13 2021
Wed 8:00 AM CST
CH3252101- Puerto Rico: ImageRight, My Agency Home, Industry Update
Tue 1:00 PM CST
Got Coverage Goes Digital with Payments & QQ Integration
Still collecting paper checks? Join us as Renato Miljatovic from Got Coverage explains why they started offering a digital payment alternative.
Wed 1:30 PM CST
CH3032012 - AMS360 Accounting: Latest Features Deep Dive
Sponsored by: AMS360 Accounting NetVU Chapter Hear from Vertafore product managers/owners/developers as they partner with actual product users/NetVU members to...
Wed 11:00 AM CST
Coaching and Developing Employees
Learning to Lead: Coaching and Developing Employees
Tue 11:00 AM CST
The Concept of Influence: Key Three Round Table
Join NetVU Chairman Jessica Jeffress and your fellow NetVU members for a round table designed to help you reinvigorate your key three goals and stay on track.
Thu 11:00 AM EST
CH2322012 - How to Create Short Videos to Train Your Team
In our 30-minute, round table-style discussion you will: Hear about some of the technologies available for simple video editing. Discover how other NetVU members are...
Wed 1:30 PM CST
CH2442012 - AMS360: InsurLink and Tips & Tricks
Join your fellow AMS360 users and our Red River NetVU Chapter to learn more about InsurLink (formerly Client Portal) and pick up a few AMS360 tips and tricks to help...
Wed 10:30 AM CST
Making Download Work For You - Part 2 Dec. 9 2020
Making Download Work For You - Part 2 Dec. 9 2020
Tue 2:00 PM CST
BenefitPoint/AMS360 Statement Integration Updates
Tue 10:00 AM CST
NetVU New Member Orientation, December 8, 2020
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.
Fri 10:30 AM CST
Simple Strategies for Winning Business
If you’re an agency principal, manager, or producer, this Feel Good Friday is for you. During this session, we’ll explore: The secret to increasing agency...
Thu 10:00 AM EST
CH2162012 - AMS360: Year-End Accounting
Join the Georgia NetVU Chapter for our upcoming meeting. This webinar is geared towards accounting personnel and anyone responsible for running reports and preparing...
Tue 10:30 AM EST
AMS360 for CSRs: Latest Features Deep Dive
Sponsored by: Sunshine State NetVU Chapter Hear from Vertafore product managers/owners/developers as they partner with actual product users/NetVU members to...
Thu 12:00 PM CST
CH3241120 - Sagitta Accounting: Open Forum
Join the Sagitta Accounting NetVU Chapter for our upcoming meeting. We’re having an open form for our last call of 2020 to give you the opportunity to connect with...
Wed 2:00 PM CST
Chapter Leader One Voice Call - November 18, 2020
Wed 11:00 AM CST
Connecting With and Motivating Your Team
Learning To Lead: Connecting With and Motivating Your Team
Wed 9:00 AM CST
CH2702011 - AMS360: Sharing Workflow Solutions & Making Peer Connections
Join the Iowa Point 'N Click NetVU Chapter for our upcoming round table-style call. This meeting is open to chapter members and any other NetVU member using AMS360 who...
Tue 2:00 PM CST
CH2742011 - BenefitPoint: Latest Features Deep Dive
Sponsored by: BenefitPoint Users Group Hear from Vertafore product managers/owners/developers as they partner with actual product users/NetVU members to demonstrate...
Tue 10:00 AM CST
Small Agencies Round Table Discussion on VPNs
Join your fellow small agency owners and managers for our virtual round table discussion on VPNs. Rigid Bits Cybersecurity guest speakers Dustin Mooney and Ryan Smith...
Thu 1:00 PM CST
Improve Client Service & Communication with Claims & eDocs
Join this webinar to learn how IVANS and AUGIE Group have been perfecting and promoting policy and claims download to more agencies and more insurers.
Wed 10:30 AM CST
Making Download Work For You - Part 1 Nov 11 2020
Making Download Work For You - Part 1 Nov 11 2020
Tue 9:00 AM PST
CH2382011 - Sagitta: SQL, Deep Links, InsurLink Setup and Use
Join your fellow Sagitta users and the Pac West Sagitta NetVU Chapter for our upcoming meeting.
Thu 10:00 AM EST
AMS360: My Agency Reports Productivity Round Table
Join your fellow AMS360 users for our round table discussion. Learn what others report on when it comes to productivity. This is not a “how to” session but a...
Wed 1:00 PM CST
Defend & Don't Send: Email Security in 2020
Join the AppRiver team as they discuss common email security threats that can bring down a business, how to identify them, and the best steps to protect your...
Wed 10:00 AM CST
QQCatalyst: Certificate Management Round Table
As you may know, QQCatalyst customers are automatically NetVU members. Many members say connecting with others is extremely valuable to their operations. It's a great...
Tue 1:00 PM CST
CH3012011 - ImageRight/WorkSmart: Latest Features Deep Dive
Fri 10:30 AM CDT
Measure What Matters
Feel Good Fridays are leadership series of motivational talks aimed to empower you to succeed personally and professionally. These 30-minute, mini-keynote sessions are...
Wed 10:00 AM EDT
CH2322010 - AMS360: New England Coffee & Conversation
Join your fellow AMS360 users in New England for a virtual meet and greet, hosted by the NetVU New England chapter.
Tue 11:00 AM CDT
Small Agencies Round Table #6
Join your fellow small agency owners and managers for our virtual round table discussion.
Thu 12:00 PM CDT
Mid-Sized Agencies Round Table #5
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...
Thu 10:00 AM EDT
CH2162010 - AMS360: What's Included in the 20R1 Update
Join the Georgia NetVU Chapter for our upcoming meeting. This webinar will share what’s included with the 20R1 update and highlight efficiency opportunities.
Wed 11:00 AM CDT
Leading Productive Meetings
Learning to Lead: Leading Product Meetings
Wed 10:00 AM AST
CH3252010 - Puerto Rico: AMS360 Overview, Reports, Target Lists
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,...
Tue 9:00 AM PDT
CH2382010 - Sagitta: 20R1&2, Submissions, Outlook Mgt, Virtual Mtg Mgt
Join your fellow Sagitta users and the Pac West Sagitta NetVU Chapter for our upcoming meeting.
Wed 2:00 PM CDT
CH3192010 - AIM: 20.2 Release, Infinity Demo, Education Highlights
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...
Wed 1:00 PM CDT
Cybersecurity - Ask Questions and Ensure You're NOT at Risk
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...
Wed 10:30 AM CDT
Making Download Work For You - Part 2 Oct 14 2020
Making Download Work For You - Part 2 Oct 14 2020
Tue 1:30 PM CDT
CH2662010 - Sagitta for CSRs: Latest Features Deep Dive
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...
Tue 11:30 AM CDT
CH2602010 - Improving Your Agency’s Collaboration with Microsoft Teams
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...
Fri 10:00 AM EDT
CH2532010 - AMS360: Florida Download
Join your fellow AMS360 users in Florida to talk about Download, a tool for agencies to connect more seamlessly with carrier and MGA partners.
Thu 1:00 PM CDT
Surviving The Challenge of Work-Life Balance Post COVID-19
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...
Wed 1:00 PM CDT
Collect Digital Payments within AMS360 with ePayPolicy
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...
Wed 10:00 AM CDT
Financial Institutions Round Table #1
Join your fellow agency owners, principals, and managers for our financial institutions round table. Please note: This session is intended for agency employees only.
Tue 11:30 AM CDT
Top Seven Exciting IRMI Features Available in ReferenceConnect
Top Seven Exciting IRMI Features Available in ReferenceConnect
Thu 1:00 PM CDT
It's Not Too Late to Make 2020 Your Best Year Ever
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...
Wed 1:00 PM CDT
Can AI Check Policies?
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!
Tue 10:00 AM CDT
NetVU New Member Orientation, September 29th, 2020
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.
Wed 2:00 PM CDT
Employee Evolution: Recruiting to Retain Your Workforce
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...
Wed 10:00 AM CDT
Mid-Sized Agencies Round Table #4
Join your fellow mid-sized agency owners and managers for our virtual round table discussion.
Tue 12:00 PM CDT
Mergers & Acquisitions Round Table
Join your fellow agency owners, principals, and managers for our virtual round table conversation on mergers and acquisitions for firms of all sizes.
Thu 1:30 PM CDT
CH3032009 - AMS360 Accounting: Becoming Paperless
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...
Thu 11:30 AM CDT
CH3242009 - Sagitta Accounting: Latest Features Deep Dive
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...
Thu 10:00 AM EDT
CH2162009 - AMS360: Why Your Reports Are Not Accurate
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...
Tue 11:00 AM CDT
Small Agencies Round Table #5
Join your fellow small agency owners and managers for our virtual round table discussion.
Wed 1:00 PM CDT
A Customer Focused Approach in P&C - Indio
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.
Wed 10:30 AM CDT
Making Download Work For You, Part 1 Sept 9 2020
Making Download Work For You, Part 1 Sept 9 2020
Tue 2:00 PM CDT
CH2742009 - BenefitPoint: RiskMatch for Benefits Benchmarking
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,...
Tue 12:00 PM CDT
CH2660920 - Sagitta: Conversation with Vertafore CEO Amy Zupon
Thu 1:45 PM CDT
SAG126-Outlook Management Tips and Tricks
SAG126-Outlook Management Tips & Tricks
Thu 12:30 PM CDT
PLR102: Consumer Quoting and How To Reach More Prospects and Customers
Thu 11:15 AM CDT
BEN113: Making BenefitPoint Work for You
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.
Wed 12:30 PM CDT
SAG128-Proposal Builder Is Here!
SAG128-Proposal Builder Is Here!
Tue 12:30 PM CDT
TNW101: Managing Your Carrier Credentials More Efficiently
TNW101: Managing Your Carrier Credentials More Efficiently
Tue 11:15 AM CDT
BUS124: The Impact of Data Science on your Life and Business
BUS124: The Impact of Data Science on your Life and Business
Tue 11:15 AM CDT
AMS111: Stop Missing Important Policy Changes and Notices-Alerts Are The Answer
AMS111: Stop Missing Important Policy Changes and Notices-Alerts Are The Answer
Tue 10:00 AM CDT
RMA101-Develop a Secret Weapon: Use Data to Identify Cross-Sell Opportunities
RMA101-Develop a Secret Weapon: Use Data to Identify Cross-Sell Opportunities
Thu 12:30 PM CDT
AMS128: Direct Bill-Love It or Hate It-PART 2 Best Practices for Statement Processing
AMS115: Direct Bill-Love It or Hate It-PART 2 Best Practices for Statement Processing
Thu 11:15 AM CDT
REF101: ReferenceConnect Ask The Experts
Thu 11:15 AM CDT
BEN112: Benefit workflow field of dreams: We built it for you, now come use it
Join this session to hear experts as they build a new business, lost business, and renewal workflow within the Activity Log of BenefitPoint.
Thu 10:00 AM CDT
IRW104-Are You Using These Game-Changers: OCR, Redaction and Full-Text Search?
IRW104-Are You Using These Game-Changers: OCR, Redaction and Full-Text Search?
Thu 10:00 AM CDT
SAG127-Detailed Financial Tracking
SAG127-Detailed Financial Tracking
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 11:15 AM CDT
RMA102-Knowledge is Power - How RiskMatch Helps to Serve Clients and Optimize Carrier and Intermediary Relationships
Wed 11:00 AM CDT
Mid-Sized Agencies Round Table #3
Wed 10:00 AM CDT
BUS126-The Importance of Empathy in Client Relationships
BUS126-The Importance of Empathy in Client Relationships
Tue 1:45 PM CDT
BEN111: Efficiency Gains and Maintainence Using E-statements & Revenue Variance
Join this session to hear how to use the eStatement tool and revenue recovery reports found in BenefitPoint.
Tue 11:15 AM CDT
PLR101: PL Rating - What's New and Where We Are Headed
PLR101: PL Rating - What's New and Where We Are Headed
Tue 10:00 AM CDT
Small Agencies Round Table #4
Join your fellow small agency owners and managers for our virtual round table discussion.
Tue 10:00 AM CDT
AMS116: Use Activities and Suspense To Serve Client Needs
AMS116: Use Activities and Suspense To Serve Client Needs
Thu 12:30 PM CDT
AMS115: Direct Bill-Love It or Hate It-PART 1 Review of Available Methods
AMS115: Direct Bill-Love It or Hate It-PART 1 Review of Available Methods
Thu 11:15 AM CDT
BEN110: Maximize your Broker Admin Skills
Join this session to hear how to maximize your broker admin skills.
Wed 12:30 PM CDT
IRW106-Business Process Analytics
IRW106-Business Process Analytics
Wed 12:30 PM CDT
SAG124-Status: In a Relationship - How to Effectively Use Client Relationships
SAG124-Status: In a Relationship - How to Effectively Use Client Relationships
Wed 11:00 AM CDT
QQCatalyst: Commission Setup Round Table
QQCatalyst: Round Table - Topic TBD
Tue 1:45 PM CDT
RMA103-I have RiskMatch, now what?
RMA103-I have RiskMatch, now what?
Tue 12:00 PM CDT
Large Agencies Round Table #2
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...
Tue 12:00 PM EDT
Taking Control Through Communications
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...
Tue 10:00 AM CDT
SAG123-What Is Going On In There - Security and Other System Audits
SAG123-What Is Going On In There - Security and Other System Audits
Thu 1:45 PM CDT
SAG121-Remarket Efficiently Using What Already Exists
SAG121-Remarket Efficiently Using What Already Exists
Thu 11:15 AM CDT
BEN108: AMS360 Integration: Considerations and Best Practices
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...
Thu 11:15 AM CDT
BUS114: The Mechanics of Motivation
BUS114: The Mechanics of Motivation
Thu 10:00 AM CDT
IRW105-Learn How Workflow Studio Can Help You Streamline Processes In Your Firm-Hear from clients on What It's Done For Them!
IRW105-Learn How Workflow Studio Can Help You Streamline Processes In Your Firm-Hear from clients on What It's Done For Them!
Wed 3:00 PM CDT
AMS126: Uncover Training Needs Through Effective System Auditing
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...
Wed 1:45 PM CDT
AIM116-Web Services - Partnering With 3rd Party Vendors
AIM116-Web Services - Partnering With 3rd Party Vendors
Wed 12:30 PM CDT
BUS123: Buddy to Boss – Skills for New Managers
BUS123: Buddy to Boss – Skills for New Managers
Wed 12:30 PM CDT
SAG120-Connected To The Mother Ship - How Are The Orange Partners Being Used With Sagitta
SAG120-Connected To The Mother Ship - How Are The Orange Partners Being Used With Sagitta
Wed 10:00 AM CDT
BUS115: From the Ground Up: Building a meaningful digital footprint for your business.
BUS115: From the Ground Up: Building a meaningful digital footprint for your business
Wed 10:00 AM CDT
AMS117: Built-In Document Management System Organizes Important Agency Information
AMS117: Built-In Document Management System Organizes Important Agency Information
Tue 1:45 PM CDT
BEN107: Hidden Gems - Features I bet you don't even know exist
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.
Tue 1:00 PM CDT
CH3012008 - ImageRight/WorkSmart: Meet & Greet plus Tips & Tricks
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...
Tue 11:15 AM CDT
AIM115-Report Manager Deep Dive
AIM115-Report Manager Deep Dive
Fri 10:30 AM CDT
Embrace Your Ability to Influence
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...
Thu 1:45 PM CDT
SAG119-Safety First - How to Proactively Prepare for Disasters
SAG119-Safety First - How to Proactively Prepare for Disasters
Thu 10:00 AM CDT
NetVU New Member Orientation, July 30th, 2020
Join this short overview to learn more about using NetVU.org and the many benefits of membership.
Thu 10:00 AM CDT
BUS127-Automate Your Agency With An AI Virtual Assistant
BUS127-Automate Your Agency With An AI Virtual Assistant
Wed 3:00 PM CDT
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
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
Wed 1:45 PM CDT
AIM114-The AIM SQL Database - The Basics
AIM114-The AIM SQL Database - The Basics
Wed 12:30 PM CDT
IRW108-XAML Forms-Find Solutions To Your Business Problems
IRW107-XAML Forms-Find Solutions To Your Business Problems
Wed 10:00 AM CDT
AMS119: AMS360 Form Letters Pave the Way for Consistency and Efficiency - Don't Waste Time Typing the Same Letter Over and Over
AMS119: AMS360 Form Letters Pave the Way for Consistency and Efficiency - Don't Waste Time Typing the Same Letter Over and Over
Tue 1:45 PM CDT
BEN106: Client Renewal Best Practices & Plan Maintenance
Join this session to hear strategies within BenefitPoint to make plan maintenance as easy as 1-2-3
Tue 11:15 AM CDT
AIM113-AIM/VPI Ideas and Roadmap Discussion.
AIM113-AIM/VPI Ideas and Roadmap Discussion.
Tue 10:00 AM CDT
SAG118-Time & Money - Increasing your ROI with eDocs
SAG118-Time & Money - Increasing your ROI with eDocs
Tue 10:00 AM CDT
AMS108-How Does Your Staff Use The System
AMS108-How Does Your Staff Use The System
Tue 10:00 AM CDT
AMS118: Daily Process and other Features Critical to Keeping Your System Up-to-Date
AMS118: Daily Process and other Features Critical to Keeping Your System Up-to-Date
Fri 10:00 AM AST
CH3252007 - Puerto Rico: Chapter Kickoff Call
Thu 10:00 AM CDT
IRW107-ImageRight Support Team Shares Self-Help Solutions to Commonly Reported Issues
IRW107-ImageRight Support Team Shares Self-Help Solutions to Commonly Reported Issues
Wed 3:00 PM CDT
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
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
Wed 1:45 PM CDT
AIM112-Technical Support Roundtable
AIM112-Technical Support Roundtable
Wed 12:30 PM CDT
SAG117-Dunning Letters / AM Best - Accounting
SAG117-Dunning Letters / AM Best - Accounting
Wed 11:15 AM CDT
AMS120: Create a Complete View of Your Client Using Best Practices in Client Setups
AMS120: Create a Complete View of Your Client Using Best Practices in Client Setups
Wed 10:00 AM CDT
Mid-Sized Agencies Round Table #2
Tue 1:00 PM CDT
Get Receivables 10X Faster and Automate Your Batch Payables
Join ePayPolicy as they demonstrate the latest features for the AIM integration: Email Invoice Reminders and Automated Batch Payables.
Tue 1:00 PM CDT
CH3032007 - AMS360 Accounting: Meet & Greet
Join your fellow AMS360 accounting users for our virtual meet and greet, hosted by the AMS360 Accounting NetVU Chapter.
Tue 11:15 AM CDT
AIM111-Voiding vs Reversing, and other AIM Accounting features when void/reverse is not an option
AIM111-Voiding vs Reversing, and other AIM Accounting features when void/reverse is not an option
Tue 10:00 AM CDT
SAG116-Getting the Word Out - Training Tools
SAG116-Getting the Word Out - Training Tools
Tue 10:00 AM CDT
AMS107-Data Hygiene and Data Maintenance
AMS107-Data Hygiene and Data Maintenance
Fri 10:30 AM CDT
The Modern Agency: Get to the Next Level
The 5 Levels of the Modern Insurance Agency How to Get to the Next Level without Frustration, Confusion or Wasting Time & Money
Thu 3:00 PM CDT
BUS113: Selecting, coaching and evaluating effectiveness and productivity of remote workers
BUS113: Selecting, coaching and evaluating effectiveness and productivity of remote workers
Thu 11:15 AM CDT
BEN105: Combining Forces: Making the most of Mergers & Acquisitions
Join this session to hear the wealth of knowledge and experience of these merger and acquisition gurus!
Thu 10:00 AM CDT
SAG115-It's Not Scary Anymore - Commercial Lines Download
SAG115-It's Not Scary Anymore - Commercial Lines Download
Wed 1:45 PM CDT
AIM110-Web Services - AIM Integration Framework and the Custom Menu Feature
AIM110-Web Services - AIM Integration Framework and the Custom Menu Feature
Wed 12:30 PM CDT
IRW103-The ABCs of What's Next For ImageRight
IRW103-The ABCs of What's Next For ImageRight
Wed 12:30 PM CDT
BUS109: Change or Be Changed
BUS109: Change or Be Changed
Wed 12:30 PM CDT
SAG113-Let's Get Personal - Open Forum
SAG113-Let's Get Personal - Open Forum
Tue 12:30 PM CDT
BUS112: How Technology Can Help You Get MORE Personal
BUS112: How Technology Can Help You Get MORE Personal
Tue 11:15 AM CDT
AIM109-Document Designer - All About Data Sets
AIM109-Document Designer - All About Data Sets
Tue 10:00 AM CDT
BUS122: Building culture across generations
BUS122: Building culture across generations
Tue 10:00 AM CDT
AMS106:Protecting Your Agency Part 2: New Security Updates
AMS106:Protecting Your Agency Part 2: New Security Updates
Tue 10:00 AM CDT
SAG114-Accounting Tips & Tricks
SAG114-Accounting Tips & Tricks
Thu 1:45 PM CDT
BUS116: Customer driven solutions: meeting your clients where they are
BUS116: Customer driven solutions: meeting your clients where they are
Thu 12:30 PM CDT
AMS123:Navigate Choppy Waters-Leave the Extra Clicks Behind
AMS123:Navigate Choppy Waters-Leave the Extra Clicks Behind
Thu 11:15 AM CDT
BEN104: Making RTM Work for Your Agency
Join this session to hear the team of experts as they explore the features that make RTM work so successfully in the business.
Thu 11:15 AM CDT
BUS119: Reigniting Your Why- How to infuse purpose into your agency’s culture
BUS119: Reigniting Your Why- How to infuse purpose into your agency’s culture
Wed 1:45 PM CDT
AIM108-Reporting - Back to the Basics
AIM108-Reporting - Back to the Basics
Wed 1:45 PM CDT
BUS118: Engaging and Motivating a Remote Workforce
BUS118: Engaging and Motivating a Remote Workforce
Wed 12:30 PM CDT
SAG112-Invoicing - Building Best Practices
SAG112-Invoicing - Building Best Practices
Tue 3:00 PM CDT
AMS121: We All Have Different Points of View-Use View Customizations to Create Personal Setups to Make Your Workday More Efficient
AMS121: We All Have Different Points of View-Use View Customizations to Create Personal Setups to Make Your Workday More Efficient
Tue 11:15 AM CDT
AIM107-VPI & Commercial Auto
AIM107-VPI & Commercial Auto
Tue 10:00 AM CDT
AMS105:Protecting Your Agency, Part 1: Security Groups
Tue 1:00 PM CDT
QQCatalyst: Group Benefits Round Table
Join your fellow QQCatalyst users for a virtual round table discussion on group benefits.
Fri 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...
Fri 10:30 AM CDT
The Challenge of Work-Life Balance
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...
Thu 4:00 PM CDT
CH2652006 - AMS360: Texas Meet & Greet
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...
Thu 1:45 PM CDT
SAG111-Are You Speaking English? - Tech/Admin Towne Hall
SAG111-Are You Speaking English? - Tech/Admin Towne Hall
Thu 12:30 PM CDT
BUS125: Accidental IT Admin: Best Practices for Virtual Meeting Software
BUS125: Accidental IT Admin: Best Practices for Virtual Meeting Software
Thu 11:15 AM CDT
BEN103: Why BenefitPoint Works for Us
Join this session to hear how BenefitPoint can change the way you work in your agency.
Thu 11:00 AM EDT
CH2762006 - AMS360: Working from Home Round Table
Please join the U-VU Ohio Chapter for a Round Table discussion about working from home.
Wed 1:45 PM CDT
AIM106-Document Designer - Efficiencies Using Document Sections & Repeatable Sections
AIM106-Document Designer - Efficiencies Using Document Sections & Repeatable Sections
Wed 1:00 PM CDT
Using Automation to Streamline and Grow Your Agency
Get more done while working less! Good automation allows you to save your staff time, nurture and convert leads, and grow your agency.
Wed 12:30 PM CDT
AMS127: Be Accurate and Efficient Using Copy Policy to Create New Policies
AMS127: Be Accurate and Efficient Using Copy Policy to Create New Policies
Wed 12:30 PM CDT
SAG110-Sagitta Commercial Lines Town Hall
SAG110-Sagitta Commercial Lines Town Hall
Wed 11:15 AM CDT
IRW102-Tips & Tricks: Ideas to Improve Your Efficiency As An End-User of ImageRight
IRW102-Tips & Tricks: Ideas to Improve Your Efficiency As An End-User of ImageRight
Wed 11:15 AM CDT
BUS111: Leading in Times of Change
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...
Wed 10:00 AM CDT
BUS108: Why You Need to Hire an In-house Marketer
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.
Wed 10:00 AM CDT
Mid-Sized Agencies Round Table
Join your fellow mid-sized agency owners and managers for our virtual round table discussion.
Tue 3:00 PM CDT
BUS107: 3 Ways to Boost Agency Revenue
BUS107: 3 Ways to Boost Agency Revenue
Tue 1:45 PM CDT
INS101: Insurlink - Driving Customer Adoption and Use
INS101: Insurlink - Driving Customer Adoption and Use
Tue 1:45 PM CDT
BEN102: Considerations and Best Practices for Small Agencies
Join this session to hear some small group discussions on small agency considerations like training, system administration, using RTM, and more.
Tue 12:30 PM CDT
AMS110: Personnel Changes Don't Have to Mean Chaos-Use Global Change for Personnel to Keep Order
AMS110: Personnel Changes Don't Have to Mean Chaos-Use Global Change for Personnel to Keep Order
Tue 11:15 AM CDT
AIM105-Self-Upgrading & Moving Your AIM Instance
AIM105-Self-Upgrading & Moving Your AIM Instance
Tue 10:00 AM CDT
AMS104-What Controls Download, Part 2
AMS104-What Controls Download, Part 2
Tue 10:00 AM CDT
SAG109-Sagitta Accounting Town Hall
SAG109-Sagitta Accounting Town Hall
Fri 10:30 AM CDT
Passion, Purpose and Positive Attitude
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.
Thu 12:30 PM CDT
AMS109: Understand How Basic System Configuration Hierarchies Impact All Facets of Efficiency and Productivity
AMS109: Understand How Basic System Configuration Hierarchies Impact All Facets of Efficiency and Productivity
Thu 10:00 AM CDT
IRW101-Admin and Trainer Treasure Chest-Hidden Gems of Effective ImageRight User Training
IRW101-Admin and Trainer Treasure Chest-Hidden Gems of Effective ImageRight User Training
Thu 10:00 AM CDT
SAG108-Making the Universe Your Own - Advanced Report Builder Skills.
SAG108-Making the Universe Your Own - Advanced Report Builder Skills
Wed 1:45 PM CDT
AIM104-Accounting - Did You Know
AIM104-Accounting - Did You Know
Wed 1:45 PM CDT
AMS113: You've Got Questions-NetVU Volunteers and Vertafore Product Managers Have Expert Answers to Your Accounting Questions
AMS113: You've Got Questions-NetVU Volunteers and Vertafore Product Managers Have Expert Answers to Your Accounting Questions
Wed 12:30 PM CDT
BUS102: Tips and Tricks for Windows 10 and Office 365
BUS102: Tips and Tricks for Windows 10 and Office 365
Wed 12:30 PM CDT
SAG107-Speaking To The Universe - Basic Report Builder Skills
SAG107-Speaking To The Universe - Basic Report Builder Skills
Wed 11:15 AM CDT
BUS121: When Reality Isn't Real and Intelligence Isn't Limited
Join the discussion to learn about resources available from ACT.
Wed 10:00 AM CDT
Small Agencies Round Table #3
Join your fellow small agency owners and managers for our virtual round table discussion.
Tue 1:45 PM CDT
BEN101: Considerations and Best Practices for Large Agencies
Join this session to hear some small group discussions on large agency considerations including integration with other projects like Sagitta and ImageRight, state and...
Tue 12:30 PM CDT
Large Agencies Round Table
Join your fellow large agency owners and managers for our virtual round table discussion.
Tue 12:30 PM CDT
BUS106: How To Use Online Reviews To Drive Leads
BUS106: How To Use Online Reviews To Drive Leads
Tue 12:30 PM CDT
BUS110: 6 Ideas to Sell More and Service Better Using Your Agency's Website (especially when working remotely)
BUS110: 6 Ideas to Sell More and Service Better Using Your Agency's Website (especially when working remotely)
Tue 11:15 AM CDT
AIM103-Document Integration with ImageRight
AIM103-Document Integration with ImageRight
Tue 11:15 AM CDT
AMS114: Are You a Hoarder Interested in Cleaning House? Use the Purge Customer Feature to Clear the Way
AMS114: Are You a Hoarder Interested in Cleaning House? Use the Purge Customer Feature to Clear the Way
Tue 10:00 AM CDT
AMS103-What Controls Download, Part 1
AMS103-What Controls Download, Part 1
Tue 10:00 AM CDT
SAG106-Direct Bill - Need we say more
SAG106-Direct Bill - Need we say more
Mon 2:00 PM CDT
CH2742006 - BenefitPoint: Meet & Greet
Join the BenefitPoint Users Group for our virtual meet and greet. Our regularly scheduled call will have a more casual format.
Fri 11:00 AM CDT
Improve Your Presentation Preparation and Delivery Skills
Join this session to learn how to become a more confident presenter who is able to share a clear, relevant message with any audience.
Fri 10:00 AM CDT
AMS102-Advanced eForms and Applications, Part 2 Specialty Apps
AMS102-Advanced eForms and Applications, Part 2
Thu 1:45 PM CDT
SAG105-What It Takes To Be A Sagitta Master - NcSA Prep & Preview
SAG105-What It Takes To Be A Sagitta Master - NcSA Prep & Preview
Thu 10:00 AM CDT
BUS105: Cybersecurity Myths vs Reality
Join this session to clear up misinformation and misunderstandings about Cybersecurity.
Thu 10:00 AM CDT
Small Agencies Round Table #2
Join your fellow small agency owners and managers for our virtual round table discussion.
Wed 1:45 PM CDT
AIM102-Web Services - Understanding the Basics
AIM102-Web Services - Understanding the Basics
Wed 12:30 PM CDT
SAG104-Managing Client Exposures And Endorse Efficiently
SAG104-Managing Client Exposures And Endorse Efficiently
Tue 1:00 PM CDT
QQCatalyst: Marketing and AI Round Table
Join your fellow QQCatalyst users for a virtual round table discussion on marketing and AI.
Tue 11:15 AM CDT
AIM101-Document Designer & State Specific Documents
AIM101-Document Designer & State Specific Documents
Tue 10:00 AM CDT
SAG103-Microsoft Tips & Tricks - Other Products
SAG103-Microsoft Tips & Tricks - Other Products
Thu 2:00 PM CDT
NetVU New Member Orientation, May 28, 2020
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.
Thu 1:45 PM CDT
SAG102-Show & Tell - Hidden Gems
SAG102-Show & Tell - Hidden Gems
Thu 10:00 AM CDT
BUS103: Social Selling: Reviews, Referrals and Social Media
Thu 10:00 AM CDT
Demo on Files.com Streamlined Secure Communications
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...
Wed 2:00 PM CDT
Annual Meeting of NetVU Members
Join this virtual meeting to hear the latest announcements from NetVU and how we are working on your behalf.
Wed 12:30 PM CDT
BUS104: How Technology Empowers Independent Agents to Do More
BUS104: How Technology Empowers Independent Agents to Do More
Tue 1:00 PM CDT
Creating Workflows In Your System to Target Contacts
Creating workflows to target contacts in your management system for sales and retention growth.
Tue 10:00 AM CDT
SAG101-Mastering PL Rating
SAG101-Mastering PL Rating
Tue 10:00 AM CDT
AMS101-Advanced eForms and Applications, Part 1
AMS101-Advanced eForms and Applications, Part 1
Thu 12:00 PM CDT
CH3242005 - Sagitta Accounting: Meet & Greet
Join the Sagitta Accounting NetVU Chapter for our virtual meet & greet.
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 9:30 AM EDT
CH2602005 - AMS360: Reports, Executive & Producer Uses of RiskMatch
Join the Western PA NetVU Chapter for our upcoming virtual meeting.
Tue 11:00 AM CDT
QQCatalyst: Accounting Processes & Billing Round Table
Join your fellow QQCatalyst users for a virtual round table discussion on accounting processes and agency billing.
Fri 11:00 AM CDT
Small Agencies Round Table
Join your fellow small agency owners and managers for our virtual round table discussion.
Thu 5:00 PM EDT
CH2762005 - AMS360: OH & WV Meet & Greet
Grab your favorite beverage and join the U-VU Ohio NetVU Chapter for our virtual happy hour.
Wed 4:00 PM CDT
CH2812005 - AMS360: Illinois Meet & Greet
Grab your favorite beverage and join the Windy City and Central Illinois NetVU Chapters for our virtual happy hour.
Wed 10:00 AM MDT
CH2452005 - AMS360: CO, UT, WY Meet & Greet
Join the Rocky Mountain NetVU Chapter for our virtual meet and greet.
Tue 1:00 PM CDT
CH3012005 - ImageRight: Process Analytics for Data-Driven Decisions
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...
Mon 10:45 AM CDT
Lexie and Lauren Test
test
Fri 10:30 AM CDT
Crushing Goals & Achieving Success
Envision what success looks like to you and discover how to achieve it.
Fri 9:00 AM CDT
CH2182004 - AMS360: New Features, CL Download, Reports (Part 2)
Join the Houston NetVU Chapter for part two of our 3/26/20 meeting, AMS360: InsurLink, New Features, CL Download, Reports.
Thu 12:00 PM CDT
CH3242004 - Sagitta Accounting: ImageRight Procedures and Workflows
Join the Sagitta Accounting NetVU Chapter for our upcoming meeting.
Thu 1:00 PM CDT
AVYST eForms Wizard; Bi-Directional Integration is a reality
During this webinar, attendees will see successful bi-directional integration between AMS360 and AVYST eForms Wizard.
Thu 9:00 AM CDT
CH2182003 - AMS360: InsurLink, New Features, CL Download, Reports
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.
Wed 10:00 AM CDT
CH2312003 - Sagitta: Import/Export - Personalization and Use
Join the Midwest Sagitta Users Group for our upcoming Meeting!
Fri 10:30 AM CDT
Proactive Community Building
Insurance broker, educator, and podcaster Justin Goodman will share proactive steps to building community in your organization, inclusive of all personas. Learn more.
Thu 12:00 PM CDT
CH3242003 - Sagitta Accounting: ImageRight Procedures & Workflows
Join the Sagitta Accounting NetVU Chapter for our upcoming meeting on ImageRight procedures and workflows.
Thu 1:30 PM CDT
CH3032003 - AMS360 Accounting: Subsidiary Ledgers
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...
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...
Tue 2:00 PM CDT
CH2742003 - BenefitPoint: Accelerate Preview + Open Discussion
Join the BenefitPoint Users Group for our upcoming meeting! This session will include a quick highlight of changes coming in the BP2020R1 release.
Wed 11:00 AM CST
Educator Preparation Workshop Follow-up Webinars
Join these bi-weekly training and preparation sessions to continue your learning from the Educator Preparation Workshop. In these hour-long webinars we'll continue the...
Wed 2:00 PM CST
NetVU New Member Orientation
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.
Fri 10:30 AM CST
All Stressed Out & No Place to Go
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.
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 10:00 AM CST
CH2812002 - Principals/Managers: Understand + Unlock Your Resources
Join the Windy City NetVU Chapter for our upcoming meeting. Maximize your investment in Vertafore products by uncovering the resources available.
Thu 11:00 AM CST
The Omnia Group - 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...
Tue 11:00 AM CST
CH3012002 - ImageRight/WorkSmart: Using Process Dashboard in Your Agency
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 EST
AMS360: My Agency Home & Quick Navs
Wed 2:00 PM CST
CH3192002 - 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 - CH3031911
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
Wed 11:30 AM CST
Accounting Unique to Insurance Agencies - November 2019 - January 2020
Not all accounting is created equal! Come learn how and why insurance agency accounting differs from standard bookkeeping and accounting practices.
Tue 1:00 PM CST
ImageRight/WorkSmart: Accounting Workflows in ImageRight - CH3011911
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 - CH3191910
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 Might Have Missed - CH2381909
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 and VSSO
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 AMS360 Data and Workflows
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 Acquisitions, Business Origin and Relationships
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 - CH3191907
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 QuickParts, Part 2
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 QuickParts, Part 1
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
CH2161904 - 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?