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Blue Sky eLearn Path LMS

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Upcoming Live Events

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Past Live Events

January 12, 2022
Wed 10:30 AM CST
Web

Making Download Work For You LIVE - Part 1 January 12, 2022

  • Duration 1H 0M
  • Closed
  • Part of Making Download Work For...
December 15, 2021
Wed 10:30 AM CST
Web

Making Download Work For You - Part 2 December 15, 2021

Join this two-part repeating series for a deep-dive learning experience on all-things Download!

  • Duration 1H 0M
  • Closed
  • Part of Making Download Work For...
November 17, 2021
Wed 10:30 AM CST
Web

Making Download Work For You - Part 1 November 17, 2021

Join this two-part repeating series for a deep-dive learning experience on all-things Download!

  • Duration 1H 0M
  • Closed
  • Part of Making Download Work For...
November 11, 2021
Thu 11:30 AM CST
Web

AMS360 Accounting: Ask The Experts Session 4 - November 11, 2021

AMS360 Accounting: Ask The Experts Session - November 11, 2021

  • Duration 1H 0M
  • Closed
  • Part of AMS360 Accounting: Ask ...
October 20, 2021
Wed 10:30 AM CDT
Web

Making Download Work For You-Part 2 October 20, 2021

Join this two-part repeating series for a deep-dive learning experience on all-things Download!

  • Duration 1H 0M
  • Closed
  • Part of Making Download Work For...
September 28, 2021
Tue 11:30 AM CDT
Web

Accounting Unique to Insurance Agencies-Lesson 4 September 28, 2021

Accounting Unique to Insurance Agencies Sept 28, 2021

  • Duration 1H 30M
  • Closed
  • Part of Accounting Unique to Ins...
September 22, 2021
Wed 1:00 PM CDT
Web

I Didn't Write This - How to Delegate Effectively as Leaders

An effective leader knows how to delegate. You can't do it all, and you shouldn't! By identifying key partners and employees whose skill sets are best suited to the...

  • Duration 1H 0M
  • Closed
  • Part of I Didn't Write This - Ho...
September 16, 2021
Thu 11:00 AM CDT
Web

Outsourcing with Staff Boom

This is your opportunity to join your peers, as you watch, learn and ask your questions with the Staff Boom team. One lucky participant that registers and attends...

  • Duration 1H 0M
  • Closed
  • Part of Outsourcing with Staff Boom
September 15, 2021
Wed 2:00 PM CDT
Web

AMS360 Proposal Builder Brand Styles and Cover Page Workshop September 15, 2021

  • Duration 1H 0M
  • Closed
  • Part of AMS360 Proposal Builder ...
September 15, 2021
Wed 10:30 AM CDT
Web

Making Download Work For You-Part 1 September 15, 2021

Join this two-part repeating series for a deep-dive learning experience on all-things Download!

  • Duration 1H 0M
  • Closed
  • Part of Making Download Work For...
September 14, 2021
Tue 11:30 AM CDT
Web

Accounting Unique to Insurance Agencies-Lesson 3 September 14, 2021

Accounting Unique to Insurance Agencies Sept 24, 2021

  • Duration 1H 30M
  • Closed
  • Part of Accounting Unique to Ins...
September 8, 2021
Wed 2:00 PM CDT
Web

AMS360 Proposal Builder Brand Styles and Cover Page Workshop September 8, 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.

  • Duration 1H 0M
  • Closed
  • Part of AMS360 Proposal Builder ...
September 1, 2021
Wed 2:00 PM CDT
Web

AMS360 Proposal Builder Brand Styles and Cover Page Workshop September 1, 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.

  • Duration 1H 0M
  • Closed
  • Part of AMS360 Proposal Builder ...
August 25, 2021
Wed 2:00 PM CDT
Web

AMS360 Proposal Builder Brand Styles and Cover Page Workshop August 25, 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.

  • Duration 1H 0M
  • Closed
  • Part of AMS360 Proposal Builder ...
August 24, 2021
Tue 11:30 AM CDT
Web

Accounting Unique to Insurance Agencies-Lesson 2 August 24, 2021

Accounting Unique to Insurance Agencies August 24, 2021

  • Duration 1H 30M
  • Closed
  • Part of Accounting Unique to Ins...
August 18, 2021
Wed 10:30 AM CDT
Web

Making Download Work For You-Part 2 August 18, 2021

Making Download Work For You-Part 2 August 18, 2021

  • Duration 1H 0M
  • Closed
  • Part of Making Download Work For...
August 11, 2021
Wed 1:00 PM CDT
Web

Tips on Speeding Up Recievables with ePayPolicy

Is your agency doing everything it can to speed up receivables? Faster payments allow you more time to focus on your business, andless time chasing down late payers....

  • Duration 1H 0M
  • Closed
  • Part of Tips on Speeding Up Reci...
August 10, 2021
Tue 11:30 AM CDT
Web

Accounting Unique to Insurance Agencies-Lesson 1 August 10, 2021

Accounting Unique to Insurance Agencies August 10, 2021

  • Duration 1H 30M
  • Closed
  • Part of Accounting Unique to Ins...
August 4, 2021
Wed 1:00 PM CDT
Web

How to Communicate and Engage in a Remote Environment

Now that your team is working remotely, you may be worried about keeping that energy and synergy going strong. Rest assured; leadership principles have not changed;...

  • Duration 1H 0M
  • Closed
  • Part of How to Communicate and E...
July 28, 2021
Wed 1:00 PM CDT
Web

Grow Your Agency with Tools that Work

Discover how agents who use Rocket Referrals are growing their agencies with tools that help clients stay longer, buy more and refer their friends.

  • Duration 1H 0M
  • Closed
  • Part of Grow Your Agency with To...
July 22, 2021
Thu 1:00 PM CDT
Web

Amazing Integrations for AMS360 and QQCatalyst

Don’t waste time or money on piece meal solutions from multiple vendors. Discover how Bridge will consolidate your tech deck, save you money, and simplify your workflows.

  • Duration 1H 0M
  • Closed
  • Part of Amazing Integrations for...
July 21, 2021
Wed 11:00 AM CDT
Web

Design Your Own Operations Solution

So, how do leading-edge companies effectively and efficiently drive positive change? Many of them use a framework that can be applied to any initiative, ensuring...

  • Duration 1H 0M
  • Closed
  • Part of Design Your Own Operatio...
July 21, 2021
Wed 10:30 AM CDT
Web

Making Download Work For You- Part 1 July 21, 2021

Join this two-part repeating series for a deep-dive learning experience on all-things Download!

  • Duration 1H 0M
  • Closed
  • Part of Making Download Work For...
July 15, 2021
Thu 1:00 PM CDT
Web

Top E-Sign and E-Security Tips for Insurance Professionals

Join Jake Finnell, Vice President of Business Development at RPost, as he shares Top E-Sign and E-Security Tips for Insurance Professionals.

  • Duration 1H 0M
  • Closed
  • Part of Top E-Sign and E-Securit...
July 15, 2021
Thu 11:00 AM CDT
Web

Generating Premium Finance Agreements through Prevail with USPF

Walk through US Premium Finance's PFA Automated System Solution process when integrated with AMS360. The process works for the same for Sagitta and AIM.

  • Duration 1H 0M
  • Closed
  • Part of Generating Premium Finan...
July 13, 2021
Tue 11:00 AM CDT
Web

Agency Website Integration (AMS360, QQCatalyst, CRQ)

Connect your ActiveAgency website with Consumer Rate Quotes (CRQ), AMS360, and/or QQCatalyst to seamlessly capture leads and other form submissions automatically....

  • Duration 1H 0M
  • Closed
  • Part of Agency Website Integrati...
May 25, 2021
Tue 11:30 AM CDT
Web

Accounting Unique to Insurance Agencies-Lesson 4 May 25, 2021

Accounting Unique to Insurance Agencies-Lesson 4 May 25, 2021

  • Duration 1H 30M
  • Closed
  • Part of Accounting Unique to Ins...
May 20, 2021
Thu 1:00 PM CDT
Web

CH3032105 - AMS360 Accounting: Running My Agency Reports

  • Duration 1H 0M
  • Closed
  • Part of CH3032105 - AMS360 Accou...
May 19, 2021
Wed 2:00 PM CDT
Web

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.

  • Duration 1H 0M
  • Closed
  • Part of AMS360 Proposal Builder ...
May 18, 2021
Tue 1:00 PM CDT
Web

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.

  • Duration 1H 0M
  • Closed
  • Part of Eliminate IT Headaches a...
May 12, 2021
Wed 2:00 PM CDT
Web

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.

  • Duration 1H 0M
  • Closed
  • Part of AMS360 Proposal Builder ...
May 11, 2021
Tue 11:30 AM CDT
Web

Accounting Unique to Insurance Agencies-Lesson 3 May 11, 2021

Accounting Unique to Insurance Agencies-Lesson 3 May 11, 2021

  • Duration 1H 30M
  • Closed
  • Part of Accounting Unique to Ins...
May 4, 2021
Tue 11:00 AM CDT
Web

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.

  • Duration 1H 0M
  • Closed
  • Part of Drive Business with the ...
April 29, 2021
Thu 1:00 PM CDT
Web

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...

  • Duration 1H 0M
  • Closed
  • Part of InsurTech & Digital Paym...
April 28, 2021
Wed 2:00 PM CDT
Web

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...

  • Duration 1H 0M
  • Closed
  • Part of AMS360 Proposal Builder ...
April 28, 2021
Wed 1:00 PM CDT
Web

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.

  • Duration 1H 0M
  • Closed
  • Part of Never Hire the Wrong Per...
April 27, 2021
Tue 1:00 PM CDT
Web

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...

  • Duration 1H 0M
  • Closed
  • Part of Cybersecurity Compliance...
April 27, 2021
Tue 11:30 AM CDT
Web

Accounting Unique to Insurance Agencies-Lesson 2 April 27, 2021

Accounting Unique to Insurance Agencies-Lesson 2 April 27, 2021

  • Duration 1H 30M
  • Closed
  • Part of Accounting Unique to Ins...
April 21, 2021
Wed 2:00 PM CDT
Web

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.

  • Duration 1H 0M
  • Closed
  • Part of AMS360 Proposal Builder ...
April 21, 2021
Wed 1:00 PM CDT
Web

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...

  • Duration 1H 0M
  • Closed
  • Part of InsuredMine: Power Boost...
April 20, 2021
Tue 1:00 PM CDT
Web

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...

  • Duration 1H 0M
  • Closed
  • Part of Digital Applications and...
April 15, 2021
Thu 12:00 PM CDT
Web

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...

  • Duration 1H 0M
  • Closed
  • Part of CH3240421 - Sagitta Acco...
April 14, 2021
Wed 10:30 AM CDT
Web

Making Download Work For You - Part 2 Apr 14 2021

Making Download Work For You - Part 2 Apr 14 2021

  • Duration 1H 0M
  • Closed
  • Part of Making Download Work For...
April 14, 2021
Wed 9:00 AM EDT
Web

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.

  • Duration 2H 0M
  • Closed
  • Part of AMS360: eDocs, Renewals,...
April 13, 2021
Tue 11:30 AM CDT
Web

Accounting Unique to Insurance Agencies-Lesson 1 April 13, 2021

Accounting Unique to Insurance Agencies-Lesson 1 April 13, 2021

  • Duration 1H 30M
  • Closed
  • Part of Accounting Unique to Ins...
April 7, 2021
Wed 10:30 AM CDT
Web

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.

  • Duration 1H 0M
  • Closed
  • Part of Get the help you need to...
March 31, 2021
Wed 1:00 PM CDT
Web

Understanding State Regulations Pertaining to Payments

Review of Insurance Regulations for each State related to premium payments.

  • Duration 1H 0M
  • Closed
  • Part of Understanding State Regu...
March 25, 2021
Thu 1:00 PM CDT
Web

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.

  • Duration 1H 0M
  • Closed
  • Part of The Power of Behavioral ...
March 10, 2021
Wed 1:00 PM CST
Web

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.

  • Duration 1H 0M
  • Closed
  • Part of Exponential Growth with ...
March 10, 2021
Wed 10:30 AM CST
Web

Making Download Work For You - Part 1 Mar 10 2021

Making Download Work For You - Part 1 Mar 10 2021

  • Duration 1H 0M
  • Closed
  • Part of Making Download Work For...
February 10, 2021
Wed 10:30 AM CST
Web

Making Download Work For You - Part 2 Feb 10 2021

Making Download Work For You - Part 2 Feb 10 2021

  • Duration 1H 0M
  • Closed
  • Part of Making Download Work For...
February 3, 2021
Wed 1:00 PM CST
Web

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...

  • Duration 1H 0M
  • Closed
  • Part of Reliance on Compliance: ...
January 21, 2021
Thu 1:00 PM CST
Web

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.

  • Duration 1H 0M
  • Closed
  • Part of State of Agency-Insurer ...
January 20, 2021
Wed 1:00 PM CST
Web

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...

  • Duration 1H 0M
  • Closed
  • Part of Discover IPFS TotalPay™ ...
January 19, 2021
Tue 1:00 PM CST
Web

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...

  • Duration 1H 0M
  • Closed
  • Part of Keeping Commitments Lead...
January 14, 2021
Thu 1:00 PM CST
Web

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...

  • Duration 1H 0M
  • Closed
  • Part of Keep-in-Touch Marketing ...
January 13, 2021
Wed 2:00 PM CST
Web

CH3192101 - AIM: 20 R3 Release, Dark Matter InsurTech Demo, Web Services

  • Duration 1H 0M
  • Closed
  • Part of CH3192101 - AIM: 20 R3 R...
January 13, 2021
Wed 10:30 AM CST
Web

Making Download Work For You - Part 1 Jan 13 2021

Making Download Work For You - Part 1 Jan 13 2021

  • Duration 1H 0M
  • Closed
  • Part of Making Download Work For...
January 13, 2021
Wed 8:00 AM CST
Web

CH3252101- Puerto Rico: ImageRight, My Agency Home, Industry Update

  • Duration 3H 0M
  • Closed
  • Part of CH3252101- Puerto Rico: ...
January 12, 2021
Tue 1:00 PM CST
Web

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.

  • Duration 1H 0M
  • Closed
  • Part of Got Coverage Goes Digita...
December 16, 2020
Wed 1:30 PM CST
Web

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...

  • Duration 1H 30M
  • Closed
  • Part of CH3032012 - AMS360 Accou...
December 15, 2020
Tue 11:00 AM CST
Web

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.

  • Duration 1H 0M
  • Closed
  • Part of The Concept of Influence...
December 10, 2020
Thu 11:00 AM EST
Web

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...

  • Duration 0H 30M
  • Closed
  • Part of CH2322012 - How to Creat...
December 9, 2020
Wed 1:30 PM CST
Web

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...

  • Duration 1H 30M
  • Closed
  • Part of CH2442012 - AMS360: Insu...
December 9, 2020
Wed 10:30 AM CST
Web

Making Download Work For You - Part 2 Dec. 9 2020

Making Download Work For You - Part 2 Dec. 9 2020

  • Duration 1H 0M
  • Closed
  • Part of Making Download Work For...
December 8, 2020
Tue 2:00 PM CST
Web

BenefitPoint/AMS360 Statement Integration Updates

  • Duration 1H 0M
  • Closed
  • Part of BenefitPoint/AMS360 Stat...
December 4, 2020
Fri 10:30 AM CST
Web

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...

  • Duration 0H 30M
  • Closed
  • Part of Feel Good Friday Series ...
December 3, 2020
Thu 10:00 AM EST
Web

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...

  • Duration 1H 30M
  • Closed
  • Part of CH2162012 - AMS360: Year...
December 1, 2020
Tue 10:30 AM EST
Web

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...

  • Duration 1H 30M
  • Closed
  • Part of CH2532012 - AMS360 for C...
November 19, 2020
Thu 12:00 PM CST
Web

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...

  • Duration 1H 0M
  • Closed
  • Part of CH3241120 - Sagitta Acco...
November 18, 2020
Wed 9:00 AM CST
Web

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...

  • Duration 1H 30M
  • Closed
  • Part of CH2702011 - AMS360: Shar...
November 17, 2020
Tue 2:00 PM CST
Web

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...

  • Duration 1H 30M
  • Closed
  • Part of CH2742011 - BenefitPoint...
November 17, 2020
Tue 10:00 AM CST
Web

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...

  • Duration 1H 30M
  • Closed
  • Part of Small Agencies Round Tab...
November 12, 2020
Thu 1:00 PM CST
Web

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.

  • Duration 1H 0M
  • Closed
  • Part of Improve Client Service &...
November 11, 2020
Wed 10:30 AM CST
Web

Making Download Work For You - Part 1 Nov 11 2020

Making Download Work For You - Part 1 Nov 11 2020

  • Duration 1H 0M
  • Closed
  • Part of Making Download Work For...
November 10, 2020
Tue 9:00 AM PST
Web

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.

  • Duration 1H 30M
  • Closed
  • Part of CH2382011 - Sagitta: SQL...
November 5, 2020
Thu 10:00 AM EST
Web

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...

  • Duration 1H 30M
  • Closed
  • Part of CH2762011 - AMS360: My A...
November 4, 2020
Wed 1:00 PM CST
Web

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...

  • Duration 1H 0M
  • Closed
  • Part of Defend & Don't Send: Ema...
November 4, 2020
Wed 10:00 AM CST
Web

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...

  • Duration 1H 0M
  • Closed
  • Part of QQCatalyst: Certificate ...
November 3, 2020
Tue 1:00 PM CST
Web

CH3012011 - ImageRight/WorkSmart: Latest Features Deep Dive

  • Duration 1H 30M
  • Closed
  • Part of CH3012011 - ImageRight/W...
October 30, 2020
Fri 10:30 AM CDT
Web

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...

  • Duration 0H 30M
  • Closed
  • Part of Feel Good Friday Series ...
October 28, 2020
Wed 10:00 AM EDT
Web

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.

  • Duration 1H 0M
  • Closed
  • Part of CH2322010 - AMS360: New ...
October 27, 2020
Tue 11:00 AM CDT
Web

Small Agencies Round Table #6

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

  • Duration 1H 30M
  • Closed
  • Part of Small Agencies Round Tab...
October 22, 2020
Thu 12:00 PM CDT
Web

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...

  • Duration 1H 30M
  • Closed
  • Part of Mid-Sized Agencies Round...
October 22, 2020
Thu 10:00 AM EDT
Web

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.

  • Duration 1H 30M
  • Closed
  • Part of CH2162010 - AMS360: What...
October 21, 2020
Wed 10:00 AM AST
Web

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,...

  • Duration 3H 0M
  • Closed
  • Part of CH3252010 - Puerto Rico:...
October 20, 2020
Tue 9:00 AM PDT
Web

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.

  • Duration 1H 30M
  • Closed
  • Part of CH2382010 - Sagitta: 20R...
October 14, 2020
Wed 2:00 PM CDT
Web

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...

  • Duration 1H 0M
  • Closed
  • Part of CH3192010 - AIM: 20.2 Re...
October 14, 2020
Wed 1:00 PM CDT
Web

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...

  • Duration 1H 0M
  • Closed
  • Part of Cybersecurity - Ask Ques...
October 14, 2020
Wed 10:30 AM CDT
Web

Making Download Work For You - Part 2 Oct 14 2020

Making Download Work For You - Part 2 Oct 14 2020

  • Duration 1H 0M
  • Closed
  • Part of Making Download Work For...
October 13, 2020
Tue 1:30 PM CDT
Web

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...

  • Duration 1H 30M
  • Closed
  • Part of CH2662010 - Sagitta for ...
October 13, 2020
Tue 11:30 AM CDT
Web

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...

  • Duration 2H 0M
  • Closed
  • Part of CH2602010 - Improving Yo...
October 9, 2020
Fri 10:00 AM EDT
Web

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.

  • Duration 1H 0M
  • Closed
  • Part of CH2532010 - AMS360: Flor...
October 8, 2020
Thu 1:00 PM CDT
Web

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...

  • Duration 1H 0M
  • Closed
  • Part of Surviving The Challenge ...
October 7, 2020
Wed 1:00 PM CDT
Web

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...

  • Duration 1H 0M
  • Closed
  • Part of Collect Digital Payments...
October 7, 2020
Wed 10:00 AM CDT
Web

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.

  • Duration 1H 0M
  • Closed
  • Part of Financial Institutions R...
October 6, 2020
Tue 11:30 AM CDT
Web

Top Seven Exciting IRMI Features Available in ReferenceConnect

Top Seven Exciting IRMI Features Available in ReferenceConnect

  • Duration 1H 0M
  • Closed
  • Single event
October 1, 2020
Thu 1:00 PM CDT
Web

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...

  • Duration 1H 0M
  • Closed
  • Part of It's Not Too Late to Mak...
September 30, 2020
Wed 1:00 PM CDT
Web

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!

  • Duration 1H 0M
  • Closed
  • Part of Can AI Check Policies?
September 23, 2020
Wed 2:00 PM CDT
Web

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...

  • Duration 1H 0M
  • Closed
  • Part of Employee Evolution: Recr...
September 23, 2020
Wed 10:00 AM CDT
Web

Mid-Sized Agencies Round Table #4

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

  • Duration 1H 0M
  • Closed
  • Part of Mid-Sized Agencies Round...
September 22, 2020
Tue 12:00 PM CDT
Web

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.

  • Duration 1H 0M
  • Closed
  • Part of Mergers & Acquisitions R...
September 17, 2020
Thu 1:30 PM CDT
Web

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...

  • Duration 1H 30M
  • Closed
  • Part of CH3032009 - AMS360 Accou...
September 17, 2020
Thu 11:30 AM CDT
Web

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...

  • Duration 1H 30M
  • Closed
  • Part of CH3242009 - Sagitta Acco...
September 17, 2020
Thu 10:00 AM EDT
Web

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...

  • Duration 1H 30M
  • Closed
  • Part of CH2162009 - AMS360: Why ...
September 15, 2020
Tue 11:00 AM CDT
Web

Small Agencies Round Table #5

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

  • Duration 1H 0M
  • Closed
  • Part of Small Agencies Round Tab...
September 9, 2020
Wed 1:00 PM CDT
Web

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.

  • Duration 1H 0M
  • Closed
  • Part of A Customer Focused Appro...
September 9, 2020
Wed 10:30 AM CDT
Web

Making Download Work For You, Part 1 Sept 9 2020

Making Download Work For You, Part 1 Sept 9 2020

  • Duration 1H 0M
  • Closed
  • Part of Making Download Work For...
September 8, 2020
Tue 2:00 PM CDT
Web

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,...

  • Duration 1H 0M
  • Closed
  • Part of CH2742009 - BenefitPoint...
September 1, 2020
Tue 12:00 PM CDT
Web

CH2660920 - Sagitta: Conversation with Vertafore CEO Amy Zupon

  • Duration 2H 0M
  • Closed
  • Part of CH2660920 - Sagitta: Con...
August 27, 2020
Thu 1:45 PM CDT
Web

SAG126-Outlook Management Tips and Tricks

SAG126-Outlook Management Tips & Tricks

  • Duration 1H 0M
  • Closed
  • Part of SAG126-Outlook Managemen...
August 27, 2020
Thu 12:30 PM CDT
Web

PLR102: Consumer Quoting and How To Reach More Prospects and Customers

  • Duration 1H 0M
  • Closed
  • Part of PLR102: Consumer Quotin...
August 27, 2020
Thu 11:15 AM CDT
Web

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.

  • Duration 1H 0M
  • Closed
  • Part of BEN113: Making BenefitPo...
August 26, 2020
Wed 12:30 PM CDT
Web

SAG128-Proposal Builder Is Here!

SAG128-Proposal Builder Is Here!

  • Duration 1H 0M
  • Closed
  • Part of SAG128-Proposal Builder ...
August 25, 2020
Tue 12:30 PM CDT
Web

TNW101: Managing Your Carrier Credentials More Efficiently

TNW101: Managing Your Carrier Credentials More Efficiently

  • Duration 1H 0M
  • Closed
  • Part of TNW101: Managing Your C...
August 25, 2020
Tue 11:15 AM CDT
Web

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

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

  • Duration 1H 0M
  • Closed
  • Part of BUS124: The Impact of D...
August 25, 2020
Tue 11:15 AM CDT
Web

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

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

  • Duration 1H 0M
  • Closed
  • Part of AMS111: Stop Missing Im...
August 25, 2020
Tue 10:00 AM CDT
Web

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

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

  • Duration 1H 0M
  • Closed
  • Part of RMA101-Develop a Secret ...
August 20, 2020
Thu 12:30 PM CDT
Web

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

  • Duration 1H 0M
  • Closed
  • Part of AMS115: Direct Bill-Lov...
August 20, 2020
Thu 11:15 AM CDT
Web

REF101: ReferenceConnect Ask The Experts

  • Duration 1H 0M
  • Closed
  • Part of REF101: ReferenceConnec...
August 20, 2020
Thu 10:00 AM CDT
Web

SAG127-Detailed Financial Tracking

SAG127-Detailed Financial Tracking

  • Duration 1H 0M
  • Closed
  • Part of SAG127-Detailed Financia...
August 20, 2020
Thu 10:00 AM CDT
Web

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?

  • Duration 1H 0M
  • Closed
  • Part of IRW104-Are You Using The...
August 19, 2020
Wed 11:15 AM CDT
Web

RMA102-Knowledge is Power - How RiskMatch Helps to Serve Clients and Optimize Carrier and Intermediary Relationships

  • Duration 1H 0M
  • Closed
  • Part of RMA102-Knowledge is Powe...
August 19, 2020
Wed 11:00 AM CDT
Web

Mid-Sized Agencies Round Table #3

  • Duration 1H 0M
  • Closed
  • Part of Mid-Sized Agencies Round...
August 19, 2020
Wed 10:00 AM CDT
Web

BUS126-The Importance of Empathy in Client Relationships

BUS126-The Importance of Empathy in Client Relationships

  • Duration 1H 0M
  • Closed
  • Part of BUS126-The Importance of...
August 18, 2020
Tue 1:45 PM CDT
Web

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.

  • Duration 1H 0M
  • Closed
  • Part of BEN111: Efficiency Gains...
August 18, 2020
Tue 11:15 AM CDT
Web

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

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

  • Duration 1H 0M
  • Closed
  • Part of PLR101: PL Rating - Wha...
August 18, 2020
Tue 10:00 AM CDT
Web

AMS116: Use Activities and Suspense To Serve Client Needs

AMS116: Use Activities and Suspense To Serve Client Needs

  • Duration 1H 0M
  • Closed
  • Part of AMS116: Use Activities ...
August 18, 2020
Tue 10:00 AM CDT
Web

Small Agencies Round Table #4

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

  • Duration 1H 0M
  • Closed
  • Part of Small Agencies Round Tab...
August 13, 2020
Thu 12:30 PM CDT
Web

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

  • Duration 1H 0M
  • Closed
  • Part of AMS115: Direct Bill-Lov...
August 13, 2020
Thu 11:15 AM CDT
Web

BEN110: Maximize your Broker Admin Skills

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

  • Duration 1H 0M
  • Closed
  • Part of BEN110: Maximize your Br...
August 12, 2020
Wed 12:30 PM CDT
Web

IRW106-Business Process Analytics

IRW106-Business Process Analytics

  • Duration 1H 0M
  • Closed
  • Part of IRW106-Business Process ...
August 12, 2020
Wed 12:30 PM CDT
Web

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

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

  • Duration 1H 0M
  • Closed
  • Part of SAG124-Status: In a Rel...
August 12, 2020
Wed 11:00 AM CDT
Web

QQCatalyst: Commission Setup Round Table

QQCatalyst: Round Table - Topic TBD

  • Duration 1H 0M
  • Closed
  • Part of QQCatalyst Round Tables
August 11, 2020
Tue 1:45 PM CDT
Web

RMA103-I have RiskMatch, now what?

RMA103-I have RiskMatch, now what?

  • Duration 1H 0M
  • Closed
  • Part of RMA103-I have RiskMatch,...
August 11, 2020
Tue 12:00 PM CDT
Web

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...

  • Duration 1H 0M
  • Closed
  • Part of Large Agencies Round Tables
August 11, 2020
Tue 12:00 PM EDT
Web

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...

  • Duration 1H 0M
  • Closed
  • Part of Taking Control Through C...
August 11, 2020
Tue 10:00 AM CDT
Web

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

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

  • Duration 1H 0M
  • Closed
  • Part of SAG123-What Is Going On ...
August 6, 2020
Thu 1:45 PM CDT
Web

SAG121-Remarket Efficiently Using What Already Exists

SAG121-Remarket Efficiently Using What Already Exists

  • Duration 1H 0M
  • Closed
  • Part of SAG121-Remarket Efficien...
August 6, 2020
Thu 11:15 AM CDT
Web

BUS114: The Mechanics of Motivation

BUS114: The Mechanics of Motivation

  • Duration 1H 0M
  • Closed
  • Part of BUS114: The Mechanics o...
August 5, 2020
Wed 1:45 PM CDT
Web

AIM116-Web Services - Partnering With 3rd Party Vendors

AIM116-Web Services - Partnering With 3rd Party Vendors

  • Duration 1H 0M
  • Closed
  • Part of AIM116-Web Services - Pa...
August 5, 2020
Wed 12:30 PM CDT
Web

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

  • Duration 1H 0M
  • Closed
  • Part of SAG120-Connected To The ...
August 5, 2020
Wed 12:30 PM CDT
Web

BUS123: Buddy to Boss – Skills for New Managers

BUS123: Buddy to Boss – Skills for New Managers

  • Duration 1H 0M
  • Closed
  • Part of BUS123: Buddy to Boss –...
August 5, 2020
Wed 10:00 AM CDT
Web

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

  • Duration 1H 0M
  • Closed
  • Part of BUS115: From the Ground...
August 5, 2020
Wed 10:00 AM CDT
Web

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

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

  • Duration 1H 0M
  • Closed
  • Part of AMS117: Built-In Docume...
August 4, 2020
Tue 1:00 PM CDT
Web

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...

  • Duration 1H 0M
  • Closed
  • Part of CH3012008 - ImageRight/W...
July 31, 2020
Fri 10:30 AM CDT
Web

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...

  • Duration 0H 30M
  • Closed
  • Part of Feel Good Friday Series ...
July 30, 2020
Thu 1:45 PM CDT
Web

SAG119-Safety First - How to Proactively Prepare for Disasters

SAG119-Safety First - How to Proactively Prepare for Disasters

  • Duration 1H 0M
  • Closed
  • Part of SAG119-Safety First - Ho...
July 30, 2020
Thu 10:00 AM CDT
Web

BUS127-Automate Your Agency With An AI Virtual Assistant

BUS127-Automate Your Agency With An AI Virtual Assistant

  • Duration 1H 0M
  • Closed
  • Part of BUS127-Automate Your Age...
July 29, 2020
Wed 1:45 PM CDT
Web

AIM114-The AIM SQL Database - The Basics

AIM114-The AIM SQL Database - The Basics

  • Duration 1H 0M
  • Closed
  • Part of AIM114-The AIM SQL Datab...
July 29, 2020
Wed 12:30 PM CDT
Web

IRW108-XAML Forms-Find Solutions To Your Business Problems

IRW107-XAML Forms-Find Solutions To Your Business Problems

  • Duration 1H 0M
  • Closed
  • Part of IRW108-BYOBP-Bring Your ...
July 29, 2020
Wed 10:00 AM CDT
Web

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

  • Duration 1H 0M
  • Closed
  • Part of AMS119: AMS360 Form Let...
July 28, 2020
Tue 11:15 AM CDT
Web

AIM113-AIM/VPI Ideas and Roadmap Discussion.

AIM113-AIM/VPI Ideas and Roadmap Discussion.

  • Duration 1H 0M
  • Closed
  • Part of AIM113-AIM/VPI Ideas and...
July 28, 2020
Tue 10:00 AM CDT
Web

AMS108-How Does Your Staff Use The System

AMS108-How Does Your Staff Use The System

  • Duration 1H 0M
  • Closed
  • Part of AMS108-How Does Your Sta...
July 28, 2020
Tue 10:00 AM CDT
Web

SAG118-Time & Money - Increasing your ROI with eDocs

SAG118-Time & Money - Increasing your ROI with eDocs

  • Duration 1H 0M
  • Closed
  • Part of SAG118-Time & Money - In...
July 28, 2020
Tue 10:00 AM CDT
Web

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

  • Duration 1H 0M
  • Closed
  • Part of AMS118: Daily Process a...
July 24, 2020
Fri 10:00 AM AST
Web

CH3252007 - Puerto Rico: Chapter Kickoff Call

  • Duration 1H 0M
  • Closed
  • Part of CH3252007 - Puerto Rico:...
July 23, 2020
Thu 10:00 AM CDT
Web

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

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

  • Duration 1H 0M
  • Closed
  • Part of IRW107-ImageRight Suppor...
July 22, 2020
Wed 1:45 PM CDT
Web

AIM112-Technical Support Roundtable

AIM112-Technical Support Roundtable

  • Duration 1H 0M
  • Closed
  • Part of AIM112-Technical Support...
July 22, 2020
Wed 12:30 PM CDT
Web

SAG117-Dunning Letters / AM Best - Accounting

SAG117-Dunning Letters / AM Best - Accounting

  • Duration 1H 0M
  • Closed
  • Part of SAG117-Dunning Letters /...
July 22, 2020
Wed 11:15 AM CDT
Web

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

  • Duration 1H 0M
  • Closed
  • Part of AMS120: Create a Complet...
July 22, 2020
Wed 10:00 AM CDT
Web

Mid-Sized Agencies Round Table #2

  • Duration 1H 0M
  • Closed
  • Part of Mid-Sized Agencies Round...
July 21, 2020
Tue 1:00 PM CDT
Web

CH3032007 - AMS360 Accounting: Meet & Greet

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

  • Duration 1H 0M
  • Closed
  • Part of CH3032007 - AMS360 Accou...
July 21, 2020
Tue 1:00 PM CDT
Web

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.

  • Duration 1H 0M
  • Closed
  • Part of Get Receivables 10X Fast...
July 21, 2020
Tue 11:15 AM CDT
Web

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

  • Duration 1H 0M
  • Closed
  • Part of AIM111-Voiding vs Revers...
July 21, 2020
Tue 10:00 AM CDT
Web

AMS107-Data Hygiene and Data Maintenance

AMS107-Data Hygiene and Data Maintenance

  • Duration 1H 0M
  • Closed
  • Part of AMS107-Data Hygiene and ...
July 21, 2020
Tue 10:00 AM CDT
Web

SAG116-Getting the Word Out - Training Tools

SAG116-Getting the Word Out - Training Tools

  • Duration 1H 0M
  • Closed
  • Part of SAG116-Getting the Word ...
July 17, 2020
Fri 10:30 AM CDT
Web

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

  • Duration 0H 30M
  • Closed
  • Part of Feel Good Friday Series ...
July 16, 2020
Thu 3:00 PM CDT
Web

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

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

  • Duration 1H 0M
  • Closed
  • Part of BUS113: Selecting, coac...
July 16, 2020
Thu 10:00 AM CDT
Web

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

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

  • Duration 1H 0M
  • Closed
  • Part of SAG115-It's Not Scary An...
July 15, 2020
Wed 1:45 PM CDT
Web

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

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

  • Duration 1H 0M
  • Closed
  • Part of AIM110-Web Services - AI...
July 15, 2020
Wed 12:30 PM CDT
Web

SAG113-Let's Get Personal - Open Forum

SAG113-Let's Get Personal - Open Forum

  • Duration 1H 0M
  • Closed
  • Part of SAG113-Let's Get Persona...
July 15, 2020
Wed 12:30 PM CDT
Web

BUS109: Change or Be Changed

BUS109: Change or Be Changed

  • Duration 1H 0M
  • Closed
  • Part of BUS109: Change or Be Ch...
July 15, 2020
Wed 12:30 PM CDT
Web

IRW103-The ABCs of What's Next For ImageRight

IRW103-The ABCs of What's Next For ImageRight

  • Duration 1H 0M
  • Closed
  • Part of IRW103-The ABCs of What'...
July 14, 2020
Tue 12:30 PM CDT
Web

BUS112: How Technology Can Help You Get MORE Personal

BUS112: How Technology Can Help You Get MORE Personal

  • Duration 1H 0M
  • Closed
  • Part of BUS112: How Technology ...
July 14, 2020
Tue 10:00 AM CDT
Web

SAG114-Accounting Tips & Tricks

SAG114-Accounting Tips & Tricks

  • Duration 1H 0M
  • Closed
  • Part of SAG114-Accounting Tips &...
July 14, 2020
Tue 10:00 AM CDT
Web

BUS122: Building culture across generations

BUS122: Building culture across generations

  • Duration 1H 0M
  • Closed
  • Part of BUS122: Building cultur...
July 14, 2020
Tue 10:00 AM CDT
Web

AMS106:Protecting Your Agency Part 2:  New Security Updates

AMS106:Protecting Your Agency Part 2:  New Security Updates

  • Duration 1H 0M
  • Closed
  • Part of AMS106:Protecting Your A...
July 9, 2020
Thu 1:45 PM CDT
Web

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

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

  • Duration 1H 0M
  • Closed
  • Part of BUS116: Customer driven...
July 9, 2020
Thu 12:30 PM CDT
Web

AMS123:Navigate Choppy Waters-Leave the Extra Clicks Behind

AMS123:Navigate Choppy Waters-Leave the Extra Clicks Behind

  • Duration 1H 0M
  • Closed
  • Part of AMS123: Navigating Chopp...
July 9, 2020
Thu 11:15 AM CDT
Web

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

  • Duration 1H 0M
  • Closed
  • Part of BUS119: Reigniting Your...
July 9, 2020
Thu 11:15 AM CDT
Web

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.

  • Duration 1H 0M
  • Closed
  • Part of BEN104: Making RTM Work ...
July 8, 2020
Wed 1:45 PM CDT
Web

BUS118: Engaging and Motivating a Remote Workforce

BUS118: Engaging and Motivating a Remote Workforce

  • Duration 1H 0M
  • Closed
  • Part of BUS118: Engaging and Mo...
July 8, 2020
Wed 1:45 PM CDT
Web

AIM108-Reporting - Back to the Basics

AIM108-Reporting - Back to the Basics

  • Duration 1H 0M
  • Closed
  • Part of AIM108-Reporting - Back ...
July 8, 2020
Wed 12:30 PM CDT
Web

SAG112-Invoicing - Building Best Practices

SAG112-Invoicing - Building Best Practices

  • Duration 1H 0M
  • Closed
  • Part of SAG112-Invoicing - Build...
July 7, 2020
Tue 3:00 PM CDT
Web

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

  • Duration 1H 0M
  • Closed
  • Part of AMS121: We All Have Dif...
July 7, 2020
Tue 10:00 AM CDT
Web

AMS105:Protecting Your Agency, Part 1: Security Groups

  • Duration 1H 0M
  • Closed
  • Part of AMS105:Protecting Your A...
June 30, 2020
Tue 1:00 PM CDT
Web

QQCatalyst: Group Benefits Round Table

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

  • Duration 1H 0M
  • Closed
  • Part of QQCatalyst Round Tables
June 26, 2020
Fri 1:00 PM CDT
Web

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...

  • Duration 1H 0M
  • Closed
  • Part of Learn About the Newest F...
June 26, 2020
Fri 10:30 AM CDT
Web

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...

  • Duration 0H 30M
  • Closed
  • Part of Feel Good Friday Series ...
June 25, 2020
Thu 4:00 PM CDT
Web

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...

  • Duration 1H 0M
  • Closed
  • Part of CH2652006 - AMS360: Texa...
June 25, 2020
Thu 1:45 PM CDT
Web

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

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

  • Duration 1H 0M
  • Closed
  • Part of SAG111-Are You Speaking ...
June 25, 2020
Thu 12:30 PM CDT
Web

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

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

  • Duration 1H 0M
  • Closed
  • Part of BUS125: Accidental IT A...
June 25, 2020
Thu 11:15 AM CDT
Web

BEN103: Why BenefitPoint Works for Us

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

  • Duration 1H 0M
  • Closed
  • Part of BEN103: Why BenefitPoint...
June 25, 2020
Thu 11:00 AM EDT
Web

CH2762006 - AMS360: Working from Home Round Table

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

  • Duration 1H 0M
  • Closed
  • Part of CH2762006 - AMS360: Work...
June 24, 2020
Wed 1:00 PM CDT
Web

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.

  • Duration 1H 0M
  • Closed
  • Part of Using Automation to Stre...
June 24, 2020
Wed 12:30 PM CDT
Web

SAG110-Sagitta Commercial Lines Town Hall

SAG110-Sagitta Commercial Lines Town Hall

  • Duration 1H 0M
  • Closed
  • Part of SAG110-Sagitta Commercia...
June 24, 2020
Wed 12:30 PM CDT
Web

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

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

  • Duration 1H 0M
  • Closed
  • Part of AMS127: Be Accurate and ...
June 24, 2020
Wed 11:15 AM CDT
Web

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...

  • Duration 1H 0M
  • Closed
  • Part of BUS111: Leading in Time...
June 24, 2020
Wed 11:15 AM CDT
Web

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

  • Duration 1H 0M
  • Closed
  • Part of IRW102-Tips & Tricks: I...
June 24, 2020
Wed 10:00 AM CDT
Web

Mid-Sized Agencies Round Table

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

  • Duration 1H 0M
  • Closed
  • Part of Mid-Sized Agencies Round...
June 24, 2020
Wed 10:00 AM CDT
Web

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.

  • Duration 1H 0M
  • Closed
  • Part of BUS108: Why You Need to ...
June 23, 2020
Tue 3:00 PM CDT
Web

BUS107: 3 Ways to Boost Agency Revenue

BUS107: 3 Ways to Boost Agency Revenue

  • Duration 1H 0M
  • Closed
  • Part of BUS107: 3 Ways to Boost...
June 23, 2020
Tue 1:45 PM CDT
Web

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.

  • Duration 1H 0M
  • Closed
  • Part of BEN102: Considerations a...
June 23, 2020
Tue 1:45 PM CDT
Web

INS101: Insurlink - Driving Customer Adoption and Use

INS101: Insurlink - Driving Customer Adoption and Use

  • Duration 1H 0M
  • Closed
  • Part of INS101: Insurlink - Dri...
June 23, 2020
Tue 12:30 PM CDT
Web

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

  • Duration 1H 0M
  • Closed
  • Part of AMS110: Personnel Chang...
June 23, 2020
Tue 11:15 AM CDT
Web

AIM105-Self-Upgrading & Moving Your AIM Instance

AIM105-Self-Upgrading & Moving Your AIM Instance

  • Duration 1H 0M
  • Closed
  • Part of AIM105-Self-Upgrading & ...
June 23, 2020
Tue 10:00 AM CDT
Web

SAG109-Sagitta Accounting Town Hall

SAG109-Sagitta Accounting Town Hall

  • Duration 1H 0M
  • Closed
  • Part of SAG109-Sagitta Accountin...
June 23, 2020
Tue 10:00 AM CDT
Web

AMS104-What Controls Download, Part 2

AMS104-What Controls Download, Part 2

  • Duration 1H 0M
  • Closed
  • Part of AMS104-What Controls Dow...
June 19, 2020
Fri 10:30 AM CDT
Web

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.

  • Duration 0H 30M
  • Closed
  • Part of Feel Good Friday Series ...
June 18, 2020
Thu 12:30 PM CDT
Web

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

  • Duration 1H 0M
  • Closed
  • Part of AMS109: Understand How ...
June 18, 2020
Thu 10:00 AM CDT
Web

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

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

  • Duration 1H 0M
  • Closed
  • Part of SAG108-Making the Univer...
June 18, 2020
Thu 10:00 AM CDT
Web

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

  • Duration 1H 0M
  • Closed
  • Part of IRW101-Admin and Trainer...
June 17, 2020
Wed 1:45 PM CDT
Web

AIM104-Accounting - Did You Know

AIM104-Accounting - Did You Know

  • Duration 1H 0M
  • Closed
  • Part of AIM104-Accounting - Did ...
June 17, 2020
Wed 1:45 PM CDT
Web

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

  • Duration 1H 0M
  • Closed
  • Part of AMS113: You've Got Ques...
June 17, 2020
Wed 12:30 PM CDT
Web

BUS102: Tips and Tricks for Windows 10 and Office 365

BUS102: Tips and Tricks for Windows 10 and Office 365

  • Duration 1H 0M
  • Closed
  • Part of BUS102: Tips and Tricks...
June 17, 2020
Wed 12:30 PM CDT
Web

SAG107-Speaking To The Universe - Basic Report Builder Skills

SAG107-Speaking To The Universe - Basic Report Builder Skills

  • Duration 1H 0M
  • Closed
  • Part of SAG107-Speaking To The U...
June 17, 2020
Wed 11:15 AM CDT
Web

BUS121: When Reality Isn't Real and Intelligence Isn't Limited

Join the discussion to learn about resources available from ACT.

  • Duration 1H 0M
  • Closed
  • Part of BUS121: When Reality Is...
June 17, 2020
Wed 10:00 AM CDT
Web

Small Agencies Round Table #3

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

  • Duration 1H 0M
  • Closed
  • Part of Small Agencies Round Tab...
June 16, 2020
Tue 1:45 PM CDT
Web

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...

  • Duration 1H 0M
  • Closed
  • Part of BEN101: Considerations a...
June 16, 2020
Tue 12:30 PM CDT
Web

BUS106: How To Use Online Reviews To Drive Leads

BUS106: How To Use Online Reviews To Drive Leads

  • Duration 1H 0M
  • Closed
  • Part of BUS106: How To Use Onli...
June 16, 2020
Tue 12:30 PM CDT
Web

Large Agencies Round Table

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

  • Duration 1H 0M
  • Closed
  • Part of Large Agencies Round Tables
June 16, 2020
Tue 12:30 PM CDT
Web

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)

  • Duration 1H 0M
  • Closed
  • Part of BUS110: 6 Ideas to Sell...
June 16, 2020
Tue 11:15 AM CDT
Web

AIM103-Document Integration with ImageRight

AIM103-Document Integration with ImageRight

  • Duration 1H 0M
  • Closed
  • Part of AIM103-Document Integrat...
June 16, 2020
Tue 11:15 AM CDT
Web

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

  • Duration 1H 0M
  • Closed
  • Part of AMS114: Are You a Hoard...
June 16, 2020
Tue 10:00 AM CDT
Web

AMS103-What Controls Download, Part 1

AMS103-What Controls Download, Part 1

  • Duration 1H 0M
  • Closed
  • Part of AMS103-What Controls Dow...
June 16, 2020
Tue 10:00 AM CDT
Web

SAG106-Direct Bill - Need we say more

SAG106-Direct Bill - Need we say more

  • Duration 1H 0M
  • Closed
  • Part of SAG106-Direct Bill - Nee...
June 8, 2020
Mon 2:00 PM CDT
Web

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.

  • Duration 1H 0M
  • Closed
  • Part of CH2742006 - BenefitPoint...
June 5, 2020
Fri 11:00 AM CDT
Web

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.

  • Duration 1H 0M
  • Closed
  • Part of Improve Your Presentatio...
June 5, 2020
Fri 10:00 AM CDT
Web

AMS102-Advanced eForms and Applications, Part 2 Specialty Apps

AMS102-Advanced eForms and Applications, Part 2

  • Duration 1H 0M
  • Closed
  • Part of AMS102-Advanced eForms a...
June 4, 2020
Thu 1:45 PM CDT
Web

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

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

  • Duration 1H 0M
  • Closed
  • Part of SAG105-What It Takes To ...
June 4, 2020
Thu 10:00 AM CDT
Web

Small Agencies Round Table #2

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

  • Duration 1H 0M
  • Closed
  • Part of Small Agencies Round Tab...
June 4, 2020
Thu 10:00 AM CDT
Web

BUS105: Cybersecurity Myths vs Reality

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

  • Duration 1H 0M
  • Closed
  • Part of BUS105: Cybersecurity M...
June 3, 2020
Wed 1:45 PM CDT
Web

AIM102-Web Services - Understanding the Basics

AIM102-Web Services - Understanding the Basics

  • Duration 1H 0M
  • Closed
  • Part of AIM102-Web Services - Un...
June 3, 2020
Wed 12:30 PM CDT
Web

SAG104-Managing Client Exposures And Endorse Efficiently

SAG104-Managing Client Exposures And Endorse Efficiently

  • Duration 1H 0M
  • Closed
  • Part of SAG104-Managing Client E...
June 2, 2020
Tue 1:00 PM CDT
Web

QQCatalyst: Marketing and AI Round Table

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

  • Duration 1H 0M
  • Closed
  • Part of QQCatalyst Round Tables
June 2, 2020
Tue 11:15 AM CDT
Web

AIM101-Document Designer & State Specific Documents

AIM101-Document Designer & State Specific Documents

  • Duration 1H 0M
  • Closed
  • Part of AIM101-Document Designer...
June 2, 2020
Tue 10:00 AM CDT
Web

SAG103-Microsoft Tips & Tricks - Other Products

SAG103-Microsoft Tips & Tricks - Other Products

  • Duration 1H 0M
  • Closed
  • Part of SAG103-Microsoft Tips & ...
May 28, 2020
Thu 1:45 PM CDT
Web

SAG102-Show & Tell - Hidden Gems

SAG102-Show & Tell - Hidden Gems

  • Duration 1H 0M
  • Closed
  • Part of SAG102-Show & Tell - Hid...
May 28, 2020
Thu 10:00 AM CDT
Web

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...

  • Duration 0H 30M
  • Closed
  • Part of Demo on Files.com Stream...
May 28, 2020
Thu 10:00 AM CDT
Web

BUS103: Social Selling: Reviews, Referrals and Social Media

  • Duration 1H 0M
  • Closed
  • Part of BUS103: Social Selling:...
May 27, 2020
Wed 12:30 PM CDT
Web

BUS104: How Technology Empowers Independent Agents to Do More

BUS104: How Technology Empowers Independent Agents to Do More

  • Duration 1H 0M
  • Closed
  • Part of BUS104: How Technology ...
May 26, 2020
Tue 1:00 PM CDT
Web

Creating Workflows In Your System to Target Contacts

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

  • Duration 1H 0M
  • Closed
  • Part of Creating Workflows In Yo...
May 26, 2020
Tue 10:00 AM CDT
Web

AMS101-Advanced eForms and Applications, Part 1

AMS101-Advanced eForms and Applications, Part 1

  • Duration 1H 0M
  • Closed
  • Part of AMS101-Advanced eForms a...
May 21, 2020
Thu 12:00 PM CDT
Web

CH3242005 - Sagitta Accounting: Meet & Greet

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

  • Duration 1H 0M
  • Closed
  • Part of CH3242005 - Sagitta Acco...
May 20, 2020
Wed 9:30 AM EDT
Web

CH2602005 - AMS360: Reports, Executive & Producer Uses of RiskMatch

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

  • Duration 2H 30M
  • Closed
  • Part of CH2602005 - AMS360: Repo...
May 19, 2020
Tue 11:00 AM CDT
Web

QQCatalyst: Accounting Processes & Billing Round Table

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

  • Duration 1H 0M
  • Closed
  • Part of QQCatalyst Round Tables
May 15, 2020
Fri 11:00 AM CDT
Web

Small Agencies Round Table

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

  • Duration 1H 0M
  • Closed
  • Part of Small Agencies Round Table
May 5, 2020
Tue 1:00 PM CDT
Web

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...

  • Duration 1H 0M
  • Closed
  • Part of CH3012005 - ImageRight: ...
May 4, 2020
Mon 10:45 AM CDT
Web

Lexie and Lauren Test

test

  • Duration 0H 15M
  • Closed
  • Single event
May 1, 2020
Fri 10:30 AM CDT
Web

Crushing Goals & Achieving Success

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

  • Duration 0H 30M
  • Closed
  • Part of Feel Good Friday Series ...
April 24, 2020
Fri 9:00 AM CDT
Web

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.

  • Duration 3H 0M
  • Closed
  • Part of CH2182004 - AMS360: New ...
April 16, 2020
Thu 12:00 PM CDT
Web

CH3242004 - Sagitta Accounting: ImageRight Procedures and Workflows

Join the Sagitta Accounting NetVU Chapter for our upcoming meeting.

  • Duration 1H 0M
  • Closed
  • Part of CH3242004 - Sagitta Acco...
March 26, 2020
Thu 9:00 AM CDT
Web

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.

  • Duration 3H 0M
  • Closed
  • Part of CH2182003 - AMS360: Insu...
March 25, 2020
Wed 10:00 AM CDT
Web

CH2312003 - Sagitta: Import/Export - Personalization and Use

Join the Midwest Sagitta Users Group for our upcoming Meeting!

  • Duration 1H 0M
  • Closed
  • Part of CH2312003 - Sagitta: Imp...
March 20, 2020
Fri 10:30 AM CDT
Web

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.

  • Duration 0H 30M
  • Closed
  • Part of Feel Good Friday Series ...
March 19, 2020
Thu 12:00 PM CDT
Web

CH3242003 - Sagitta Accounting: ImageRight Procedures & Workflows

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

  • Duration 1H 0M
  • Closed
  • Part of CH3242003 - Sagitta Acco...
March 12, 2020
Thu 1:30 PM CDT
Web

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...

  • Duration 1H 30M
  • Closed
  • Part of CH3032003 - AMS360 Accou...
March 11, 2020
Wed 1:00 PM CDT
Web

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...

  • Duration 1H 0M
  • Closed
  • Part of Move Your Mission Forwar...
March 10, 2020
Tue 2:00 PM CDT
Web

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.

  • Duration 1H 0M
  • Closed
  • Part of CH2742003 - BenefitPoint...
March 4, 2020
Wed 11:00 AM CST
Web

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...

  • Available Web Sessions 0/4
  • Closed
  • Part of Educator Preparation Wor...
February 21, 2020
Fri 10:30 AM CST
Web

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.

  • Duration 0H 30M
  • Closed
  • Part of Feel Good Friday Series ...
February 12, 2020
Wed 10:00 AM CST
Web

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.

  • Duration 1H 0M
  • Closed
  • Part of CH2812002 - Principals/M...
February 4, 2020
Tue 11:00 AM CST
Web

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.

  • Duration 1H 0M
  • Closed
  • Part of CH3012002 - ImageRight/W...
January 16, 2020
Thu 11:00 AM EST
Web

AMS360: My Agency Home & Quick Navs

  • Duration 1H 0M
  • Closed
  • Part of CH2272001 - AMS360: My A...
January 15, 2020
Wed 2:00 PM CST
Web

CH3192002 - AIM: What's New & Coming, Connect with your Fellow Users

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

  • Duration 1H 0M
  • Closed
  • Part of CH3192002 - AIM: What's ...
November 21, 2019
Thu 1:30 PM CST
Web

AMS360 Accounting: 19R1 GAAP Revenue Recognition Reports - CH3031911

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

  • Duration 1H 30M
  • Closed
  • Part of AMS360 Accounting: 19R1 ...
November 21, 2019
Thu 11:30 AM CST
Web

Sagitta Accounting: Revenue Recognition - CH3241911

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

  • Duration 1H 30M
  • Closed
  • Part of Sagitta Accounting: Reve...
November 5, 2019
Tue 11:30 AM CST
Web

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.

  • Duration 1H 30M
  • Closed
  • Single event
August 29, 2019
Thu 12:00 PM CDT
Web

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.

  • Duration 1H 0M
  • Closed
  • Single event
August 22, 2019
Thu 12:00 PM CDT
Web

Getting Cozy: Merging customers

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

  • Duration 1H 0M
  • Closed
  • Single event
August 15, 2019
Thu 12:00 PM CDT
Web

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.

  • Duration 1H 0M
  • Closed
  • Single event
August 8, 2019
Thu 12:00 PM CDT
Web

Using Data for Daily Tasks

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

  • Duration 1H 0M
  • Closed
  • Single event
August 6, 2019
Tue 9:00 AM CDT
Web

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.

  • Duration 2H 0M
  • Closed
  • Part of AMS360: Data Mining with...
July 25, 2019
Thu 12:00 PM CDT
Web

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.

  • Duration 1H 0M
  • Closed
  • Single event
June 25, 2019
Tue 2:00 PM CDT
Web

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.

  • Duration 1H 0M
  • Closed
  • Single event
June 24, 2019
Mon 11:00 AM CDT
Web

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...

  • Duration 1H 0M
  • Closed
  • Single event
June 14, 2019
Fri 12:00 PM CDT
Web

Words matter: Learn the Latest on eDocs, Text Setups and eForms

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

  • Duration 1H 0M
  • Closed
  • Single event
June 11, 2019
Tue 12:00 PM CDT
Web

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.

  • Duration 1H 0M
  • Closed
  • Single event
March 20, 2019
Wed 12:00 PM CDT
Web

BenefitPoint Firm Settings Part 4 of 4: RTM Settings

  • Duration 1H 30M
  • Closed
  • Part of BenefitPoint Firm Settin...
March 6, 2019
Wed 11:00 AM CST
Web

BenefitPoint Firm Settings Part 3 of 4: Activity Log Settings

  • Duration 1H 30M
  • Closed
  • Part of BenefitPoint Firm Settin...
February 20, 2019
Wed 12:00 PM CST
Web

BenefitPoint Firm Settings Part 2 of 4: Plan Settings

  • Duration 1H 30M
  • Closed
  • Part of BenefitPoint Firm Settin...
February 6, 2019
Wed 12:00 PM CST
Web

BenefitPoint Firm Settings Part 1 of 4: Account Settings

  • Duration 1H 30M
  • Closed
  • Part of BenefitPoint Firm Settin...

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