Applied Net - Las Vegas
Sep
25
to Sep 28

Applied Net - Las Vegas

Being held at the MGM Grand in Las Vegas, Applied Net 2017 discovers how to take advantage of the opportunities created by the digital transformation of insurance to prepare your business for success in our digital world. For additional information click here.

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How Vertafore Agents Are Using eDocs and Messages - IVANS
Oct
4
2:00pm 2:00pm

How Vertafore Agents Are Using eDocs and Messages - IVANS

With eDocs and Messages, agents have on-demand access to policy, billing and claims information from insurers directly within your agency management system, automating the exchange of policy information from insurer to the insured. Join this webinar to see how eDocs and Messages work with your Vertafore management system and discover how eDocs and Messages can help increase insurer-agency connectivity. To register click here.

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How to Keep Your Agency Data and Systems Safe from Hackers
Sep
12
2:00pm 2:00pm

How to Keep Your Agency Data and Systems Safe from Hackers

As threats to technology continue to grow in number and sophistication, the need to secure our networks has never been greater and agencies have no choice but to keep up with the ever-changing technology landscape. In response, Brad Ruben, owner of Archway Computer will share information about the most recent security threats and how to reduce the risk of cyber-security attacks. During the webinar, you'll learn some simple things you can do to protect yourself and your agency. Topics covered will include: how to identify vulnerabilities, data availability, types of attackers, and methods of defense.

For additional information and to register click here.

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Making Download Work for You - Part 1
Aug
9
11:30am11:30am

Making Download Work for You - Part 1

Come away with the knowledge and tools to build your download plan for your agency. With this class, go beyond the tools and information to make download work to your advantage, and come away with the ability to build a written download plan for your agency regardless of whether you are NEW to download or REVISITING for a check-up. To register, click here.

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Automate the Surety Bond Documents & Messages Process
Jun
27
2:00pm 2:00pm

Automate the Surety Bond Documents & Messages Process

For years, producers have manually managed surety bond documents and information, greatly reducing staff productivity.

Now IVANS is making it possible for surety bond companies to automatically deliver their bond documents and messages directly to agency management systems.

Attend this complimentary webinar to learn:

  • What types of surety documents and messages insurers can automatically send
  • The time and cost saving benefits of eDocs and Messages download
  • How to start downloading bond documents and messages

To register click here.

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Carriers and Download - What Agents Need to Know: Lesson 2
Jun
26
12:00pm12:00pm

Carriers and Download - What Agents Need to Know: Lesson 2

Join this two-part series to learn about Download from the Carrier side of the process. You can't fully understand what is going on with the data coming into your system without knowing what's going on with the carrier side of the equation. In this two-part non-management system specific series, NetVU Member Joyce Sigler will be joined by two of Vertafore's most knowledgeable Download gurus - Nellie Massoni and Kristin Hicks. In Lesson 2 we will cover:

Hear from a panel of award-winning carriers

  • Different data sets for each carrier
  • How the agency can be heard
  • Challenges of M&A activity for both agencies and carriers
  • Carrier internal updates that "break" things

To register click here.

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Carriers and Download - What Agents Need to Know: Lesson 1
Jun
12
12:00pm12:00pm

Carriers and Download - What Agents Need to Know: Lesson 1

Join this two-part series to learn about Download from the Carrier side of the process. You can't fully understand what is going on with the data coming into your system without knowing what's going on with the carrier side of the equation. In this two-part non-management system specific series, NetVU Member Joyce Sigler will be joined by two of Vertafore's most knowledgeable Download gurus - Nellie Massoni and Kristin Hicks. In Lesson 1 we will cover:

What goes into making agent in the process?

  • The role of the carrier and agent in the process
  • Minimum data sets
  • Industry working groups
  • Vendors
  • ROI
  • What data can be sent
  • Why is Excess business so different?

To register click here.

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Going Digital: Insurance Anytime, Anywhere
May
12
11:00am11:00am

Going Digital: Insurance Anytime, Anywhere

Please join us at the all-industry webinar, "Going Digital: Insurance Anytime, Anywhere," hosted by the Insurance Digital Revolution. It's designed to help insurance professionals transform their agencies to meet the needs of today's insurance customers.

The event is open to all - agents, carriers, vendors, associations. We will share information about how agents can meet customers' expectations to conduct insurance business when, where, and how they want. You'll hear real stories from agents about how they have implemented 24/7 services, and technologies that support it.

To register click here.

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Making the Most of TransactNOW for Sagitta Users
Apr
12
2:30pm 2:30pm

Making the Most of TransactNOW for Sagitta Users

TransactNOW® is a powerful solution that connects agencies with insurance carrier databases and various Vertafore sites in real time, all from the convenience and security of your Vertafore agency management system.

The result?

More efficient agency-carrier communications, improved password management across the agency, faster access to personal and commercial lines information, shorter transaction processing times, and more responsive service for the agency’s customers.

As a Vertafore agency management system user, this capability is built into your system. Learn how to enable the functionality during this webinar and you’ll be on your way to reaping the benefits!

During this webinar, Nellie Massoni from Vertafore will get you started by walking through the setup and implementation process – start to finish. You will want to download the TransactNOW Installation and User Guide for your System from NCOM.

For additional information and to register click here.

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IVANS Executive Symposium
Apr
12
10:00am10:00am

IVANS Executive Symposium

Join IVANS Executive Symposium on April 12th at Le Meridien Columbus in Columbus, Ohio to gain a greater understanding of how the latest digital technology enables your business to connect to the largest digital network of 30,000 agencies to market, sell, and service products throughout the insurance lifecycle.

This complimentary event will include:

  • Engaging discussions on the future of insurance
  • In-depth look at the latest innovation driving digital distribution and servicing
  • Insights from industry leaders on current trends affecting the industry
  • Networking reception with fellow insurance professionals and industry leaders

For additional information and to register click here.

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NetVU '17 - Nashville, Tennessee
Mar
23
to Mar 26

NetVU '17 - Nashville, Tennessee

Taking place at the Music City Convention Center in Nashville, TN, NetVU '17 is the annual event for the Network of Vertafore users, a community that supports the efficient and effective use of technology to drive productivity and profitability. There is something for everyone, from carrier to MGA to indpendent agent, CSR to owner. For additional information and registration click here.

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Making the Most of TransactNOW for AMS360 Non-VSSO Users
Mar
14
2:30pm 2:30pm

Making the Most of TransactNOW for AMS360 Non-VSSO Users

TransactNOW® is a powerful solution that connects agencies with insurance carrier databases and various Vertafore sites in real time, all from the convenience and security of your Vertafore agency management system.

The result?

More efficient agency-carrier communications, improved password management across the agency, faster access to personal and commercial lines information, shorter transaction processing times, and more responsive service for the agency’s customers.

As a Vertafore agency management system user, this capability is built into your system. Learn how to enable the functionality during this webinar and you’ll be on your way to reaping the benefits!

During this webinar, Nellie Massoni from Vertafore will get you started by walking through the setup and implementation process – start to finish. You will want to download the TransactNOW Installation and User Guide for your System from NCOM.

Through a combination of real-time transaction processing and instant sign on to carrier websites, TransactNOW enables agencies to conduct business with carriers and customers in real-time, without ever leaving the agency management system.

Agencies routinely need to access multiple carrier sites. TransactNOW will simplify workflows and increase productivity for the agency while lowering operating costs and freeing up more time to grow the business. Quotes can be requested more quickly and calls to carrier staff will be reduced as agents gain direct access to the information they need in real-time.

For additional information and to register for the event click here.

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Real Time for Applied Epic - Webinar
Mar
9
2:00pm 2:00pm

Real Time for Applied Epic - Webinar

Real-Time provides access to policyholder information and re-sends individual download policies from a carrier's database in real time. Using Applied Epic, learn how this solution enables you to simplify your workflow, save time and money, improve customer service, and increase your competitiveness. For additional information and to register click here.

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E-Delivery and Encryption for Agents & Brokers
Mar
8
2:00pm 2:00pm

E-Delivery and Encryption for Agents & Brokers

Implementing a successful e-policy delivery program for your agency that also seamlessly integrates encryption for security, compliance, and enforceability is critically important.

Many agencies are turning to an electronic policy delivery, reducing delivery “cycle time” from days or weeks to minutes, eliminating printing, mailing and scanning costs, and increasing customer renewal retention and satisfaction (because seven out of ten clients prefer electronic documents).

Join Steve Anderson for this webinar where you'll learn how to implement a successful e-policy delivery program. Steve will also help you understand:

  • How to receive policy copies electronically from carriers
  • How to obtain clients’ permission to deliver documents electronically
  • How to comply with ESIGN and UETA e-delivery requirements
  • How to integrate data encryption into the e-delivery workflow
  • Best practices recommendations for electronic delivery of policies and documents

For additional information and to register click here.

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