September 2017 ACT Meeting - Chicago, Illinois
Sep
7
Sep 8

September 2017 ACT Meeting - Chicago, Illinois

This meeting will be held in conjunction with IIABA Fall Leadership Conference at the Hyatt Regency Chicago. Registration is not open yet, but we will update this listing as more information becomes available.

AUGIE Meeting Prior to IVANS Connect
Sep
24
1:30 pm13:30

AUGIE Meeting Prior to IVANS Connect

Before the kickoff reception for IVANS Connect, join AUGIE at the MGM Grand in Las Vegas to discuss the impact of technology on the insurance industry.

Additional information and registration information to come.

Applied Net - Las Vegas
Sep
25
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.


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.

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.

Insurtech Boston
Jun
15
5:00 pm17:00

Insurtech Boston

Insurtech Boston connects insurance startups, carrier executives, venture capitalists, and other industry participants for ongoing discussion about the future of the insurance industry. The community is open to all who are interested in shaping the future of the insurance industry.

Visit the site to learn more and RSVP.

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.

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.

Making Download Work for You - Part 2 - Webinar
May
10
11:30 am11:30

Making Download Work for You - Part 2 - Webinar

Join part two of this webinar and learn how to include the information found in the download reports in your written plan and ask any questions that have come up during your review of download in your agency and your implementation of your agency's written plan. For additional information and to register click here.

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.

IVANS Executive Symposium
Apr
12
10:00 am10:00

IVANS Executive Symposium

  • Le Meridien Columbus

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.

NetVU '17 - Nashville, Tennessee
Mar
23
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.

March 2017 ACT Meeting - Nashville, Tennessee
Mar
22
Mar 23

March 2017 ACT Meeting - Nashville, Tennessee

The 2017 ACT Meeting will be held in conjunction with the 2017 NetVU National Conference in the Music City Convention Center in Nashville, TN. For additional information and to register click here.

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.

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.

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.