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

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

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

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

Accounting Unique to Insurance Agencies Sept 28, 2021

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...

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...

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

Accounting Unique to Insurance Agencies Sept 24, 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.

Join this highly interactive session with Scott Lundquist, Vertafore Solution Consultant to create your initial Agency Brand Styles and your first Proposal Cover Page.

Join this highly interactive session with Scott Lundquist, Vertafore Solution Consultant to create your initial Agency Brand Styles and your first Proposal Cover Page.

Accounting Unique to Insurance Agencies August 24, 2021

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

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....

Accounting Unique to Insurance Agencies August 10, 2021

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;...

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

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.

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...

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

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

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.

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

Accounting Unique to Insurance Agencies-Lesson 4 May 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.

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.

Join this highly interactive session with Scott Lundquist, Vertafore Solution Consultant to create your initial Agency Brand Styles and your first Proposal Cover Page.

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

Join Hagerty for a deep dive into the expanding market opportunity for Collector Cars and learn how you can earn more of this business.

Join us as ePayPolicy explains the importance of technology in the insurance industry and how integrating your management system with a payment processor can...

Join this highly interactive session with Scott Lundquist, Vertafore Solution Consultant to create your initial Agency Brand Styles and your first Proposal Cover...

Learn how other agencies are attracting Millennials and Gen Z while ensuring that they are the right fit for your organization.

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...

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

InsuredMine platform helps agencies digitize their sales and marketing process and build automation to streamline people, process and technology. Learn how to execute...

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...

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...

Making Download Work For You - Part 2 Apr 14 2021

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.

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

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.

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

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.

Join SimplePin to see how you can integrate and automate your payments process to reduce costs, streamline operations and improve customer relations.

Making Download Work For You - Part 1 Mar 10 2021

Making Download Work For You - Part 2 Feb 10 2021

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...

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.

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...

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...

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...

Making Download Work For You - Part 1 Jan 13 2021

Still collecting paper checks? Join us as Renato Miljatovic from Got Coverage explains why they started offering a digital payment alternative.

Sponsored by: AMS360 Accounting NetVU Chapter Hear from Vertafore product managers/owners/developers as they partner with actual product users/NetVU members to...

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.

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...

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...

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

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...

Join the Georgia NetVU Chapter for our upcoming meeting. This webinar is geared towards accounting personnel and anyone responsible for running reports and preparing...

Sponsored by: Sunshine State NetVU Chapter Hear from Vertafore product managers/owners/developers as they partner with actual product users/NetVU members to...

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...

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...

Sponsored by: BenefitPoint Users Group Hear from Vertafore product managers/owners/developers as they partner with actual product users/NetVU members to demonstrate...

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...

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.

Making Download Work For You - Part 1 Nov 11 2020

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

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...

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...

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...

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...

Join your fellow AMS360 users in New England for a virtual meet and greet, hosted by the NetVU New England chapter.

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

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

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

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

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

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

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

Making Download Work For You - Part 2 Oct 14 2020

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

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

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

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

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

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

Top Seven Exciting IRMI Features Available in ReferenceConnect

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

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

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

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

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

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

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

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

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

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

Making Download Work For You, Part 1 Sept 9 2020

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

SAG126-Outlook Management Tips & Tricks

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

SAG128-Proposal Builder Is Here!

TNW101: Managing Your Carrier Credentials More Efficiently

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

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

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

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

SAG127-Detailed Financial Tracking

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

BUS126-The Importance of Empathy in Client Relationships

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

AMS116: Use Activities and Suspense To Serve Client Needs

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

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

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

IRW106-Business Process Analytics

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

QQCatalyst: Round Table - Topic TBD

RMA103-I have RiskMatch, now what?

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

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

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

SAG121-Remarket Efficiently Using What Already Exists

BUS114: The Mechanics of Motivation

AIM116-Web Services - Partnering With 3rd Party Vendors

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

BUS123: Buddy to Boss – Skills for New Managers

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

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

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...

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

SAG119-Safety First - How to Proactively Prepare for Disasters

BUS127-Automate Your Agency With An AI Virtual Assistant

AIM114-The AIM SQL Database - The Basics

IRW107-XAML Forms-Find Solutions To Your Business Problems

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

AIM113-AIM/VPI Ideas and Roadmap Discussion.

AMS108-How Does Your Staff Use The System

SAG118-Time & Money - Increasing your ROI with eDocs

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

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

AIM112-Technical Support Roundtable

SAG117-Dunning Letters / AM Best - Accounting

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

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

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

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

AMS107-Data Hygiene and Data Maintenance

SAG116-Getting the Word Out - Training Tools

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

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

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

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

SAG113-Let's Get Personal - Open Forum

BUS109: Change or Be Changed

IRW103-The ABCs of What's Next For ImageRight

BUS112: How Technology Can Help You Get MORE Personal

SAG114-Accounting Tips & Tricks

BUS122: Building culture across generations

AMS106:Protecting Your Agency Part 2:  New Security Updates

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

AMS123:Navigate Choppy Waters-Leave the Extra Clicks Behind

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

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

BUS118: Engaging and Motivating a Remote Workforce

AIM108-Reporting - Back to the Basics

SAG112-Invoicing - Building Best Practices

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

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

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

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

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

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

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

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

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

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

SAG110-Sagitta Commercial Lines Town Hall

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

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...

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

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

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

BUS107: 3 Ways to Boost Agency Revenue

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

INS101: Insurlink - Driving Customer Adoption and Use

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

AIM105-Self-Upgrading & Moving Your AIM Instance

SAG109-Sagitta Accounting Town Hall

AMS104-What Controls Download, Part 2

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

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

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

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

AIM104-Accounting - Did You Know

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

BUS102: Tips and Tricks for Windows 10 and Office 365

SAG107-Speaking To The Universe - Basic Report Builder Skills

Join the discussion to learn about resources available from ACT.

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

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

BUS106: How To Use Online Reviews To Drive Leads

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

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

AIM103-Document Integration with ImageRight

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

AMS103-What Controls Download, Part 1

SAG106-Direct Bill - Need we say more

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

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

AMS102-Advanced eForms and Applications, Part 2

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

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

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

AIM102-Web Services - Understanding the Basics

SAG104-Managing Client Exposures And Endorse Efficiently

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

AIM101-Document Designer & State Specific Documents

SAG103-Microsoft Tips & Tricks - Other Products

SAG102-Show & Tell - Hidden Gems

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

BUS104: How Technology Empowers Independent Agents to Do More

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

AMS101-Advanced eForms and Applications, Part 1

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

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

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

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

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...

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

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

Join the Sagitta Accounting NetVU Chapter for our upcoming meeting.

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

Join the Midwest Sagitta Users Group for our upcoming Meeting!

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

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

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

What would you do if a key employee resigned, fell ill or was fired tomorrow? Would you be prepared? While we’re at it, who’s going to take your place when you...

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

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.

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

Join the ImageRight NetVU Chapter for our upcoming meeting. We’ll be taking a personas approach to looking at using Process Dashboard in your agency.

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

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

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

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

Why VSSO (Vertafore Single Sign On) and why Native still works, What is security all about? We'll explore security options and settings within the AMS360 Product.

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

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

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

Let's dig into our policy data! Join the Michigan NetVU Group and Angela Adams Consulting's Angela Painter, Advisor & Regional Manager, for our upcoming webinar.

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

Join the BenefitPoint Users Group (BPUG) for our upcoming meeting. Education and connecting with peers is a vital part of making sure we are fully utilizing our systems.

Too much for one hour. Join Part 2 and learn more abut ramping up your word documents, form letters and emails into additional tools for your branding and efficiency...

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

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