Opening Up Email Marketing for Insurance Agents
Nov
29
11:00 AM11:00

Opening Up Email Marketing for Insurance Agents

Have you heard the term "email marketing?" If you haven't, just check your email box. Emails you get from your favorite retailer, or even informative pieces sent from a carrier, are no accident. Instead, they are planned marketing pushes designed to establish brand recognition, as well as generate exposure and revenue to keep their business thriving.

As an insurance agent, you too can open up the benefits of email marketing, and we can help. This webinar will touch on how you can add value to your agency's marketing efforts through email. From a brief introduction to best practices for setting goals, creating campaigns, and planning long term, the goal of this webinar is to introduce insurance agents, like you, to this worthwhile marketing channel.

To find out more and to register click here.

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Cyber Security Tips and Trends to Watch for in 2018
Dec
5
10:00 AM10:00

Cyber Security Tips and Trends to Watch for in 2018

With 2018 just around the corner, ransomware and malware continue to make it increasingly harder for agencies to identify malware and/or attacks by hackers. The goal of most of these attempts is to trick you into installing malware on your computer, potentially compromising agency and customer data. Join Bryant Caudill, the lead service tech at myAGENCYcloud/SMART I.T. Services, for a live webcast on the latest threats, how they work, and what your agency can do to protect against them in 2018.

For additional information and to register, click here.

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6 Pro-Tips for Maximizing Events to Attract and Retain Commercial Clients
Dec
12
1:30 PM13:30

6 Pro-Tips for Maximizing Events to Attract and Retain Commercial Clients

Let's face it - clients and prospects want advice, service and support. They want to protect their business and employees while keeping costs low. They want trusted insurance solutions that only experienced agencies, like yours, can deliver. So, why aren't you connecting with clients more often? A primary reason is that commercial discussions are complex and take time. It's not always cost effective to meet one-on-one. For this reason, savvy agents are leveraging educational events as a smart strategy for attracting and retaining commercial clients.

In this webinar, you will learn the six key strategies for hosting successful educational events encompassing topics such as choosing content that resonates with business owners, evaluating webinars versus in-person events, creating campaigns to drive awareness, estimating attendance, and maximizing return on investment through follow-up communication.

To register click here.

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eDocs and Messages for Vertafore Agents
Dec
13
2:00 PM14:00

eDocs and Messages for Vertafore Agents

Join Tammy McKane and Karyn Palinkas, Sr. Specialists for the Agency Interface, as they go over how you can save costs, improve efficiency, and increase security with eDocs and Messages from Liberty Mutual. eDocs and Messages are compatible with Vertafore TransactNOW 6.0+ and AMS360, AFW, Sagitta, Prime, or Instar Agency Management Systems.

To register click here.

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Join the Conversation: Leveraging Social Media for Your Insurance Agency
Jan
10
2:00 PM14:00

Join the Conversation: Leveraging Social Media for Your Insurance Agency

Social media is no longer just a trend; instead, it is an integral part of your clients' daily lives. Even in its simplest form, social media can drive conversations, as well as connect individuals to family, friends, and even brands.

To turn prospective clients into policyholders and keep them engaged throughout their tenure, it is critical for insurance agents to get social. In this webinar, we are going to cover how you can expand your reach and engage clients through social media. From a brief introduction to investing time to the right social channels, aligning posts with agency goals, and building a fanbase, the goal of this webinar is to introduce insurance agents, like you, to this worthwhile marketing channel.

For additional information and to register click here.

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IVANS Connect
Oct
14
to Oct 15

IVANS Connect

The Digital Transformation of Insurance

New innovations are changing consumer expectations and driving digital transformation across the insurance industry. Today, organizations that embrace digital transformation are well positioned to seamlessly adapt to new customer service paradigms and capitalize on new business opportunities. Join industry peers, leaders, and innovators at IVANS Connect to discover the opportunities to embrace digital to drive new distribution and service models across the insurance industry.

To learn more and to register click here.

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Applied Net 2018
Oct
15
to Oct 18

Applied Net 2018

The Digital Transformation of Insurance

New innovations are changing consumer expectations and driving digital transformation across the insurance industry. Today, organizations that embrace digital transformation are well positioned to seamlessly adapt to new customer service paradigms and capitalize on new business opportunities. Join industry peers, leaders, and innovators to discover the opportunities created by the digital transformation of insurance to prepare your business for success in our digital world.

To learn more and to register click here.

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Making Download Work for You - Part 1
Nov
8
11:30 AM11:30

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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Solutions to Password Management & Productivity
Nov
1
3:00 PM15:00

Solutions to Password Management & Productivity

NetVU members rank password management as their number one pain point in daily operations. In an effort to help, NetVU encourages all members of the independent agent distribution channel to provide necessary resources in support of the movement toward federated digital identities as a more secure replacement for agency stored passwords. During this one-hour COMPLIMENTARY Virtual Industry Connection webinar, Vertafore users will hear from ID Federation members and industry experts on:

  • How federated IDs can impact agency productivity and profitability
  • Facts surrounding the password management problem that ID Federation is acting to solve
  • What Vertafore users have access to that enables adoption of more secure credential management
  • How to implement these time & money saving tools in your organization
  • What you can do to spread the word to drive carrier participation in this effort

To find out more information and to register please click on this link.

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How Vertafore Agents Are Using eDocs and Messages - IVANS
Oct
4
2:00 PM14:00

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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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 to Keep Your Agency Data and Systems Safe from Hackers
Sep
12
2:00 PM14:00

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
11:30 AM11:30

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
2:00 PM14:00

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
12:00 PM12:00

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
12:00 PM12:00

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
11:00 AM11:00

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
2:30 PM14:30

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
10:00 AM10:00

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
2:30 PM14:30

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
2:00 PM14:00

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
2:00 PM14:00

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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