All Sessions

  • AIM | AIM Accounting – Did You Know

    This session will review several tips and tricks when processing in AIM Accounting.

    Presented By
    Michele Clubb, Senior Consultant Vertafore

  • AIM | AIM Document Designer – All About Data Sets

    Did you know you can merge in any data element into an AIM document? This session will review differences in the supplied merge sources and how to create custom merge sources using Microsoft SQL Server Management Studio.

    Presented By
    Marc Stevens, SVP IT & Operations Western Security Surplus (WSS)

  • AIM | AIM Document Designer – Efficiencies Using Document Sections & Repeatable Sections

    Document sections can be used to maximize efficiency when updating common elements of AIM document templates. Repeatable sections is a tool used to merge information such as locations and other underwriting data.

    Presented By
    Chasity Devasurendra, CRC Operations Analysts CRC Insurance Services

  • AIM | AIM Document Designer & State Specific Documents

    Learn how to use Document Designer to create state tax affidavits. The session will also cover the state table where affidavits can be automatically appended when generating a quote or binder.

    Presented By
    Mike Havens, Director of Training & Support RT Specialty

  • AIM | AIM Document Integration with ImageRight

    One of the most exciting features for AIM and ImageRight clients. You will learn all about AIM’s document integration with ImageRight and hear from clients you have already implemented this feature.

    Presented By
    Laura Vickery, Senior Consultant Vertafore

  • AIM | AIM Report Manager Deep Dive

    This session will take a deep dive into Report Manager and understanding the database schema.

    Presented By
    Danny Journeay, Sr Systems Analyst Specialty Insurance Managers, Inc.

    Marc Stevens, SVP IT & Operations Western Security Surplus (WSS)

  • AIM | AIM Reporting – Back to the Basics

    This session will cover the basics of logs, the production report, and Report Manager.

    Presented By
    Wade Neller, VP of IT Clearwater Underwriters, Inc.

  • AIM | AIM Technical Support Roundtable

    Join members of the AIM technical support team on a discussion of the AIM and VPI support model.

    Presented By
    Tracy Bailey, Senior Customer Support Analyst Vertafore

  • AIM | AIM Web Services – AIM Integration Framework and the Custom Menu Feature

    Learn about the AIM Integration Framework and adding custom menus for integrating out to other systems directly from AIM.

    Presented By
    Neville Allen, Development Manager Vertafore

    Jeremy Fowler, IT Analyst / Development Manager RT Specialty

  • AIM | AIM Web Services – Partnering With 3rd Party Vendors

    Come talk to us about potential partners for AIM. Some example solutions are CRM, Rating, Client Portal, Licensing/Regulatory Compliance, and eDocs.

    Presented By
    Cameron Elisha, MGA Product Manager Vertafore

    Neville Allen, Development Manager Vertafore

  • AIM | AIM Web Services – Understanding the Basics.

    AIM Web Services has been a highly anticipated enhancement. This session will help you understand resources needed to use the feature, the current and future impact on your companies strategic planning. You will leave this session with information needed for discussion with your firms management.

    Presented By
    Cameron Elisha, MGA Product Manager Vertafore

    Neville Allen, Development Manager Vertafore

  • AIM | AIM/VPI Ideas and Roadmap Discussion.

    New features and functionality to Vertafore applications are driven by users actively engaging in the Vertafore Ideas portal. Attending this interactive session you will learn how to submit enhancements to AIM and VPI; along with reviewing, commenting and voting for request submitted by all Vertafore clients. You will learn about the 2020 roadmap.

    Presented By
    Cameron Elisha, MGA Product Manager Vertafore

    Neville Allen, Development Manager Vertafore

    Mike Havens Director of Training & Support RT Specialty

  • AIM | Self-Upgrading & Moving Your AIM Instance

    Learn how to plan to self-upgrade your AIM instance. This session will review pre-requisites, planning tips, potential issues, and impact on server integrations.

    Presented By
    Tracy Bailey, Senior Customer Support Analyst Vertafore

    Dave Sumner, IT Analyst / Developer RT Specialty

  • AIM | The AIM SQL Database – The Basics

    Learn about the SQL database schema, writing basic queries, and basic update scripts.

    Presented By
    Jeremy Fowler, IT Analyst / Development Manager RT Specialty

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

    Learn the difference between void and reverse on AIM Accounting entries. Also learn other features when void or reverse is not an option.

    Presented By
    Michele Clubb, Senior Consultant Vertafore

  • AIM | VPI & Commercial Auto

    If you have or planning to create a Lloyd’s forms library in VPI, this session is for you. General information for all coverage libraries will be discussed, with a focus will be on Commercial Auto.

    Presented By
    Laura Vickery, Senior Consultant Vertafore

  • AIM | What’s New in AIM, AIM Accounting, and VPI?

    Vertafore will showcase the latest and greatest enhancements and feature updates from v19.1 through 20.1.

    Presented By
    Cameron Elisha, MGA Product Manager Vertafore

    Neville Allen, Development Manager Vertafore

    Michele Clubb Senior Consultant Vertafore

  • AMS360 | A Full Understanding of eForms Set-Up and Utilization Drives Differentiation

    The introduction of eForms has opened a host of opportunity to creatively manage form creation and distribution using AMS360 data. Learn best practices for set-up and implementation of this valuable tool that will create daily opportunities to offer clients and carriers a best-in-class experience.

  • AMS360 | Accounting Updates in Today’s AMS360

    Join Vertafore Product Managers and fellow users for this in-depth review of new AMS360 features that directly impact Accounting and Reporting. Included are: Payment Import, Business Origin fields, added columns for revenue recognition and reporting, and more.

  • AMS360 | Advanced eForms/Apps 1

    What understanding eForms is important can do for you.   Take the management of your agency and the abilities of your staff to another level.  Understanding eForm management and maintenance essentials

    Presented By
    Joyce Sigler, Systems Intelligence Manager, Client Advisor Jones & Wenner

  • AMS360 | Advanced eForms/Apps 2

    What there’s no app for that … Guess what there is, this will put you in the driver’s seat.  Create Specialty apps and have the system fill them in for you.

    Presented By
    Joyce Sigler, Systems Intelligence Manager, Client Advisor Jones & Wenner

  • AMS360 | AMS360 Form Letters Pave the Way for Consistency and Efficiency – Don’t Waste Time Typing the Same Letter Over and Over

    Is your Form Letter library in tip-top shape? Do you routinely add new documents to support service staff in their day-to-day work with clients? Are you helping your agency create a standard for communication with your clients? A robust, updated Form Letter Library will have you saying “Yes!” to all these questions and more. This often over-looked yet powerful feature of AMS360 should be part of every piece of communication between your agency and your customers. Learn how to streamline document generation through the use of data elements and insure that your agency procedures and service standards are being met through the use of letter templates.

  • AMS360 | Are You a Hoarder Interested in Cleaning House? Use the Purge Customer Feature to Clear the Way

    With the advent of strict document retention rules, removing old information from your system has become a major security and compliance issue. Enter: Purge Customer! Learn how the tool works, what it can and cannot remove and how to establish an agency policy for using the tool to meet your document retention policy requirements. You’ll also learn how to properly set fields in Customers, Policies and Submissions when these items should be excluded from the purge process.

  • AMS360 | Be Accurate and Efficient Using Copy Policy to Create New Policies

    Are you using template policies to create shells for users adding a new policy or submission to a customer account? Have you ever wanted to created a copy of an existing policy as a starting point for a new policy on that customer, or even a different customer? Copy Policy is an existing system feature that, when used creatively can save time and maintain accuracy and adherence to agency standards. Learn how others employ this function to give account managers a jump start on policy and submission creation.

  • AMS360 | Built-In Document Management System Organizes Important Agency Information

    Documentation is the cornerstone of client service and E&O protection. Doc360 offers a powerful tool designed to help you efficiently store important and necessary policy documentation created during policy servicing. Built to work efficiently with other AMS360 features, Doc360 is a full-featured document management system built to meet the needs of any AMS360 agency.

  • AMS360 | Buried Under a Pile of Certificate Requests-Dig Out with These Best Practices

    Certificate creation and distribution is by far the most frequent task completed in an agency on any given day. While this seems like a routine task, accuracy and efficiency in issuing these documents are a critical part of the service offered to your clients. Learn best practices for managing these tasks in the most efficient way – you and your clients will benefit from a full understanding of this important system feature.

  • AMS360 | Crack the Code: Get Access to AMS360 Data Using Target Lists and Campaigns

    Wondering how to gain access to client and policy information not included in AMS360’s classic and MAR reports? Need quick visualization of certain key aspects of your current book of business? Target Lists can help! This feature is available to all AMS360 agencies as part of your base feature set. Combine Target List criteria for searching and AMSWord Form Letters for output to create valuable touchpoints to your clients, and identify key policy information that allows you to relay industry and carrier changes to your clients within minutes.

  • AMS360 | Create a Complete View of Your Client Using Best Practices in Client Setups

    Starting on the right foot is the key to a smooth journey. With all the field options available in the Customer Screens in AMS360, how do you know that the current process is creating a seamless and complete view of your client? Without standards and documented Best Practices, your results are sure to be sketchy and unreliable. Join this walk-through of each element in Customer Setup and learn how many elements work together to create an experience sure to make agency personnel cheer for their increased efficiency! Also included are sample setup documents and a discussion on setups for clients with more than one type of business with your firm.

  • AMS360 | Customizable Data Fields Do Exist-Use Profile Questions to Gather and Store Critical Client Information

    Is it important to you to have critical information and details about your clients beyond their insurance policies? Would your marketing efforts benefit from regular contact with clients who share important attributes? If you’re interested in an organized, systematic way to collect and store specific information that will improve communications with your clients, check out Profile Question Setup and Use. Learn how implementing a standard process for gathering and documenting information could take you to the next level.

  • AMS360 | Daily Process is Critical to Keeping Your System Up-to-Date

    Daily Process pulls together tasks affecting both policy records and accounting….tasks that keep you up-to-date and current. It only takes a few seconds to update future invoices, inactivate customers and more. Using best practices criteria, you can make the most efficient use of this AMS360 feature.

  • AMS360 | Direct Bill-Love It or Hate It, There Is A Right Way For Your Agency To Take Advantage of AMS360 Features

    Join AMS360 Accounting Experts for this deep dive into all facets of AMS360’s Direct Bill Processing Features. Starting at the beginning, you’ll learn how each processing method impacts day-to-day workflows, production impacts, as well as financial reporting – just the answers you need to make an informed decision on what method, or methods are right for your agency. Next, you’ll see how proper settings at the agency and carrier level impact the process. And, a review of Download Settings for Direct Bill Statements will get you up-to-speed even if your agency is not doing Policy Download.

  • AMS360 | Do your Activities tell a compelling story? With Activity Grouping they absolutely can!

    Ever needed to sift through hundreds of Activities to locate critical information about a pending renewal? Have you received a subpoena for policy documents that had to be turned around in 24 hours? Tried to follow the actions taken on a policy that you didn’t handle to begin with? Activity Grouping makes it possible to quickly locate related actions and documents with one quick search.

  • AMS360 | Make Electronic Deposit Processing a Breeze with Payment Import

    Another new feature in Release 2019 R1, Payment Import eliminates the need for manual input of ACH and EFT payments coming into the agency. Learn how to streamline your financial transactions by utilizing a .csv file to import one or more electronic deposits from your bank directly into AMS360, increasing both efficiency and accuracy. Applying payments to customer open Accounts Receivable is a breeze!

  • AMS360 | Manage Policy Renewals Efficiently While Keeping All Stakeholders In The Loop

    Clients depend on you to efficiently navigate the complicated processes to insure that thousands of policies are written on-time with a reliable carrier at a reasonable premium. Only with a comprehensive tool that keeps important details front and center can you manage so many opportunities to shine for your clients. The Renewal List Tool offers an approach to managing policy renewals at every step in the process, while keeping you and your staff informed on the status of each of these important transactions.

  • AMS360 | My Agency Reports-Top 5 Reports to Manage Agency Production

    Deep-dive on how and why to run MARs such as Production Analysis, Policy Book of Business, New Business and Retention reports. Learn how the My Agency Reports version of these reports differ (and improve on!) the Classic Reports versions.

  • AMS360 | Navigating Choppy Waters-Leave All the Extra Clicks Behind

    Looking for ways to customize your AMS360 experience? Trying to strip out unnecessary clicks and save time with every transaction? Join this session to learn all the tricks to improving your overall interaction with AMS360 screens and features.

  • AMS360 | Oops, I Did It Again! Use the New Merge Customer Feature to Clean Up Your Client Lists

    Have you heard about this nifty new feature, Merge Customer? Available since release 2019 R1, system administrators finally have a tool to clean up duplicate customers and cleanly merge existing customer records. You’ll walk through the steps to merging customers as well as learn best practices for when Merge Customer is the right tool to use.

  • AMS360 | Personnel Changes Don’t Have to Mean Chaos-Use Global Change for Personnel to Keep Order

    Change is inevitable – it doesn’t have to create chaos. Balancing workloads and replacing personnel doesn’t have to create hours of manual work. Using Global Change for Personnel, you can quickly and accurately update both production and servicing staff records in AMS360. This tool allows for bulk changes at the customer and policy level so that client servicing continues without interruption.

  • AMS360 | Protecting Your Agency 1: Security Groups

    Thinking of compliance and how to think about your staffs use of the system

    Presented By
    Joyce Sigler, Systems Intelligence Manager, Client Advisor Jones & Wenner

  • AMS360 | Protecting Your Agency 2:  New Security updates

    Thinking beyond who can do what, how do you know who did what and thinking beyond and becoming more from security.   

    Presented By
    Joyce Sigler, Systems Intelligence Manager, Client Advisor Jones & Wenner

  • AMS360 | Stay Top of Mind With Your Clients Using AMS360 Campaigns, a Feature of Target Lists and Campaigns

    Are you ready to step up your marketing efforts to proactively grow your book of business…without using sticky notes or calendar reminders? Campaigns, part of the Target List feature in AMS360 is the answer you’ve been searching for. Learn how to create an automated campaign that runs without intervention and identify your clients who are most likely to respond to your messaging.

  • AMS360 | Stop Missing Important Policy Changes and Notices – Alerts Are The Answer

    Are there important changes and events related to managing your clients needs and those of the agency that you need to know about? Have you cobbled together sticky notes and calendar appointments to remind you to check on important details? How’s that working for you? Learn how to effectively use the AMS360 Alerts feature to set reminders and notices for many of the day-to-day activities that need your attention. Get everyone on board with Alerts to stay on top of what’s important!

  • AMS360 | Taking Conference Home:  Teaching in your Agency Part 1

    This course let you think about conference in a whole other way.  Take this course and learn how to take home the basics of conference

    Presented By
    Joyce Sigler, Systems Intelligence Manager, Client Advisor Jones & Wenner

  • AMS360 | Taking Conference Home:  Teaching in your Agency Part 2

    Review your conference plans and learn share the wealth with the folks from home. Learn how to engage your group from afar.

    Presented By
    Joyce Sigler, Systems Intelligence Manager, Client Advisor Jones & Wenner

  • AMS360 | Uncover Training Needs Through Effective System Auditing

    Do you know for sure that your agency procedures for client service are being followed? Can you readily identify the effectiveness and adoption rate of new processes after they are introduced? Can you proactively identify training opportunities for both new and experienced staff? Did you even know you should be doing all these things? Join this session to learn how to use data and reports from AMS360 and ImageRight to turn that “Huh?” into “Yes!”.

  • AMS360 | Understand How Basic System Configuration Hierarchies Impact All Facets of Efficiency and Productivity

    Whether you were part of your agency’s initial conversion team, or are just being exposed to key administrative functions within AMS360, this session will give you valuable insights into the interconnected and interdependent components of the system. Hear how Agency, Company and Employee setups should work together to create the results YOUR agency needs to be differentiated in the marketplace.

  • AMS360 | Use Activities and Suspense To Serve Client Needs

    Can you readily tell the story of actions your agency has taken to serve the insurance needs of each of your clients? Would a subpoena of records throw you into a panic? Can account managers readily answer questions regarding insurance coverage activities when clients reach out? Efficient use of Activities and Suspense in AMS360 give you the tools to respond to these day-to-day requests. Learn Best Practices and E&O Controls using these valuable system features.

  • AMS360 | Using Excel to Slice and Dice AMS360 Accounting Reports

    Improve the readability and value of standard Month-End and Year-End report using PivotTables, VLookup and Macros. Learn to manipulate AMS360 data in ways that tell the financial story of your agency. Learn shortcuts for getting data into the format agency owners and decision-makers are asking for.

  • AMS360 | We All Have Different Points of View-Use View Customizations to Create Personal Setups to Make Your Workday More Efficient

    How often do you hear, “I can’t find…” or, “I wish this system would…”? Have you trained users to create their own personalized experience with AMS360? When you train new employees, do you show them how to change system defaults to customize their AMS360 desktop? Join this review of customizable system features – both agency defaults and standard to accommodate each users’ needs – that will make your day-to-day interaction with AMS360 easier and more efficient.

  • AMS360 | What Controls Download 1

    Realizing the control of your agency by the setting and decisions you make.  Settings and Set up; Thinking about audits; Thinking about your decision and needs

    Presented By
    Joyce Sigler, Systems Intelligence Manager, Client Advisor Jones & Wenner

  • AMS360 | What Controls Download 2

    Making the data yours; Data Hygiene; Data Maintenance – Making your system yours and understanding the power of your voice

    Presented By
    Joyce Sigler, Systems Intelligence Manager, Client Advisor Jones & Wenner

  • AMS360 | What’s New in AMS360 And My Agency Home

    Join Vertafore Product Managers to hear about recent updates in AMS360 and My Agency Home aimed at improving efficiency and productivity in your agency.

  • AMS360 | You’ve Got Questions-NetVU Volunteers and Vertafore Product Managers Have Expert Answers to Your Accounting Questions

    Join this very interactive session to get help for both Vertafore and your fellow users on your accounting questions and issues. Don’t be shy…you’ll not be the only one with that question, just the one to ask it! Come ready to share and participate!

  • BenefitPoint | BenefitPoint Business Intelligence Round Table

    Connect with other professionals in your field to find out what and how BenefitPoint reports work for them. Share what you know about reports and learn about something new too. Join us as we break into groups and discuss Business Intelligence topics such as Audit reporting, Producer Payable reports, Service reports, Management reports, and more.

  • BenefitPoint | BP Integration with AMS360

    The BenefitPoint to AMS360 integration eliminates duplicate entry and creates agency efficiencies. Join the team as they discuss tips and tricks to managing the integration, considerations for maintaining the integration, and lessons learned that will help your agency find real value with this integration.

  • BenefitPoint | BP Product Roadmap

    Do you know what new functionality is in store for BenefitPoint in 2020? Join us as BenefitPoint Product Development provides us with a sneak peak at what is being worked on right now and what we can look forward to in the future.

  • BenefitPoint | Building a Benefits Workflow

    Bring your laptops and follow along as we build a new business, lost business, and renewal workflow within the Activity Log of BenefitPoint. Vertafore has created a few best practice workflows. The experts in this class will walk you through the steps to create these workflows and answer your questions along the way.

  • BenefitPoint | Business Intelligence Workshop

    The possibilities are endless with Business Intelligence. Reports within BenefitPoint can provide such things as new business, lost business, auditing, commission detail, and so much more. Bring your laptops to this class as we will provide step-by-step instructions to build reports to take back to your agency. You’ll leave this session with a few standard reports and system experience that will allow you to create your own ad hoc reports.

  • BenefitPoint | Client Renewal Best Practices & Plan Maintenance

    Do you want an EASY button for handling plans and renewals in BenefitPoint? Join our experts as they explore strategies within BenefitPoint to make plan maintenance as easy as 1-2-3 with features such as the renewal calendar, copy capabilities, renewing versus replacing, building a plan library, handling dual option plans and so much more.

  • BenefitPoint | Day 2 Q & A

    Do you have a lingering question from a topic today? Did you hear something you’d like to get more information about? Join our presenters as they come together to answer your unanswered questions.

  • BenefitPoint | Day 3 Q & A

    Do you have a lingering question from a topic today? Did you hear something you’d like to get more information about? Join our presenters as they come together to answer your unanswered questions.

  • BenefitPoint | Efficiency Gains and Maintains Using E-statements & Revenue Variance

    Have you heard of eStatements, but not sure what it is or how it works? Do you know how to find missing money from your carriers? Join us as we provide a “how to” on using the eStatement tool and revenue recovery reports found in BenefitPoint.

  • BenefitPoint | Large Agency Round Table

    What factors are at play for large agencies when it comes to BP? What are some general considerations and best practices? Get ready for some small group discussions on large agency considerations including integration with other projects like Sagitta and ImageRight, state and regional differences, national conventions, training and much more!

    Deciding whether you should join the Large Agency session or Small Agency is up to you, there’s no strict definition. Do YOU consider yourself a large or small agency when it comes to EB business? Some considerations to help you decide include; Does your agency have their own training department, IT department, operations team, etc? Is your agency national, with multiple offices in different states/regions? Do you acquire other agencies? If you answered yes to these questions, chances are that you’re a larger agency. If you answered no, chances are that you’re a smaller agency.

  • BenefitPoint | Making BenefitPoint Work for You

    In this session attendees will learn how our panelists have handled some of the unique situations that come from setting up and working in a benefits system. How do you get benefit summaries completed? How do you handle large data update projects? Should my look at integrating BenefitPoint with another system to gain efficiencies? What tools can Vertafore provide as part of ongoing support for BenefitPoint? These are just some of the questions you’ll get recommendations and suggestions from our panelists.

  • BenefitPoint | Making RTM Work for Your Agency

    Revenue Tracking and Management is the commission tracking module for BenefitPoint. Join the team of experts as they explore the features that make RTM work so successfully in the business. This discussion will include topics such as standard splits versus policy splits, revising versus reversing, using the wild card feature, and statement intricacies. Leave this session with knowledge that will help you use RTM more effectively in your agency.

  • BenefitPoint | Maximize your Broker Admin Skills

    How do you handle adding and inactivating users? What do you do when a book of business needs to transition to a different servicer? How do you handle customizing BenefitPoint? These are just a few of the questions that will be discussed during this topic.

  • BenefitPoint | Mergers & Acquisitions Panel

    When it comes to mergers and acquisitions, there are a lot of moving parts and important considerations. Our expert panelists have seen it all, both from the side of the acquirer and acquired. Join the conversation, ask questions and tap into the wealth of knowledge and experience of these merger and acquisition gurus!

  • BenefitPoint | RTM Workshop

    Bring your laptop and your questions to this open lab workshop. Consider bringing a carrier statement to work with a subject matter expert on the eStatement tool. Run a revenue variance report and let a seasoned expert help you find variances in your revenue. Let the team help you build the exact report that provides you the monthly financial totals you need.

  • BenefitPoint | Small Agency Round Table

    What factors are at play for small agencies when it comes to BenefitPoint? What are some general considerations and best practices? Get ready for some small group discussions on small agency considerations like training, system administration, using RTM, and more.

    Deciding whether you should join the Large Agency session or Small Agency is up to you, there’s no strict definition. Do YOU consider yourself a large or small agency when it comes to EB business? Some considerations to help you decide include; Does your agency have their own training department, IT department, operations team, etc? Is your agency national, with multiple offices in different states/regions? Do you acquire other agencies? If you answered yes to these questions, chances are that you’re a larger agency. If you answered no, chances are that you’re a smaller agency.

  • BenefitPoint | The Hidden Gems of BenefitPoint

    Do you think you know all the secrets of BenefitPoint? Test yourself by attending this class where we will uncover some unique treasures within the system. You will learn about MSA tracking, questionnaire and scoring options, RTM split assignments and dependent splits, and Activity Log templates to name a few.

  • BenefitPoint | What’s New with BenefitPoint

    Join Vertafore Product Managers as they share recent BenefitPoint system updates aimed at improving efficiency and productivity in your agency.

  • BenefitPoint | Why BenefitPoint Works for Us

    Learn how BenefitPoint can change the way you work in your agency? Join experienced BenefitPoint users discuss how using this system has impacted everyday tasks and allowed for service staff and managers to work efficiently and effectively.

  • Business Focus | ‘The Jetsons Meet “I, Robot” and Alexa is Born’ Mini-Series: Connected Devices That Don’t Need Humans or Computers to Communicate

    In this second session focusing on ACT’s Changing Nature of Risk Advisories, we’ll discuss the Internet of Things (IoT) from multiple perspectives, including an overview to level set your understanding; then, the discussion turns to specifics related to segments of the industry – Commercial Lines, Personal Lines and Life and Health.

    Presented By
    Ron Berg, Executive Director Independent Insurance Agents & Brokers of America/ACT

  • Business Focus | ‘The Jetsons Meet “I, Robot” and Alexa is Born’ Mini-Series: Making Tomorrow’s Technology Available (and Understandable!) Today

    Join a panel of experts to discuss current influences in the space, as well as what lies over the horizon. You’ll hear from both technology experts and your partners who are impacting the future for their own firms.

  • Business Focus | ‘The Jetsons Meet “I, Robot” and Alexa is Born’ Mini-Series: When Reality Isn’t Real Anymore and Intelligence Isn’t Limited to Big Brained Humans

    Technology advances are moving faster than the speed of light and if you aren’t keeping up you’ll be left very far behind, very quickly. This session will focus on ACT’s Changing Nature of Risk Advisory resources for Artificial Reality/Augmented Reality/Mixed Reality; Autonomous/Crash Avoidance Vehicles; Virtualization; Machine Learning; and Drones.

    Presented By
    Ron Berg, Executive Director Independent Insurance Agents & Brokers of America/ACT

  • Business Focus | 1:00pm, April 29 | CE: Analyzing Cyber Liability

    4 HRS CE CREDIT Agents will gain an understanding of the need for Cyber Liability coverage and the issues of this market segment.  They will examine third-party and first-party exposures and how best to provide coverage.

    Presented By
    Charles Hembree, Jr., President Clark-Lami-Hembree

  • Business Focus | 1:00pm, April 29 | How Did I Get Here?  Help for the Accidental IT Admin

    Feeling lost in your role?  Not sure how you ended up in your position?  Did someone recognize potential in you, and now you’re not so sure you are up to the task?  Yep, been there!  Many of us end up in this “accidental” role with little training and fewer resources.  In this workshop, we will use a New Employee Onboarding Process to give you resources to assist with common IT setups and configurations needed when a new associate joins your firm.  We’ll talk about PC hardware and software, local and network printers, user security administration, password management, Microsoft Office licensing, desktop and cell phones, Windows and Microsoft software patching, and more.  Our aim is to provide you with the tools to get you to your destination…a successful onboarding process!  Come listen and share ideas…and you’ll leave with some handy checklists and templates to help get you on your way!  This extended workshop is the kick-off to a series of offerings aimed at arming you, the Accidental IT Admin with tools and information to make you feel like a PRO!  Follow-up webinars will be offered following Accelerate.  Watch NCOM for the schedule of dates and times.

    Presented By
    Kate O’Toole, Operations & Agency Management Systems Project Manager Starkweather & Shepley Inc

    Don-nae Leyva, Commercial Trainer Marsh & McLennan Agency

  • Business Focus | 1:00pm, April 29 | Leading in Times of Change

    Leading in Times of Change will leverage round-table discussions through key leadership topics crucial to your success. Develop an objective feel for your own leadership skills in a place that’s stimulating yet safe, where you’re free to assess your capabilities and develop a plan to build upon them. Structured conversations will help you become more attuned to what is going on around you and to your own responses, perspectives and aptitudes. You will have the unique opportunity to have candid discussions about challenging topics in a safe environment and receive ideas/feedback.

    Presented By
    Michele Deml Johnson, Project Manager Hays Companies

  • Business Focus | 8:00am, May 2 | CE: Ethics

    4 HRS CE CREDIT Agents will take an in-depth look at the professional, legal, and ethical responsibilities in dealing with the day-to-day realities of the complex, ethical issues of the insurance industry.  They will learn the difference between legal and ethical responsibilities, as well as the foundations of ethical behavior.  They will review court cases dealing with the agent as a “professional” along with the agent’s duty to the customer, insurer, and peers.  They will discuss unfair business and claims practices model act provisions.

    Presented By
    Robert J. Rogers, Instructor National Alliance

  • Business Focus | 9:45am, May 1 | Agency Leadership and Carrier Partner Leadership Exchange

    This is YOUR opportunity to meet one-on-one with your carriers to discuss, strategize and to accelerate the advances that drive the industry, along with discussing new initiatives or direction your carrier may be taking. The goal of this session is to provide a vehicle for open communication on various topics including automation priorities, issues you may be having with automation and develop ideas to move initiatives forward. During this session you will join leaders from other agencies, carriers and Vertafore leaders to discuss building solutions. You will engage in valuable discussions on key insurance industry automation priorities with NetVU Corporate Partner carriers. This session is open to agencies and NetVU Corporate Partners only.

    Presented By
    Jessica Jeffress, Senior Director – P&C Client Services Peel & Holland

    Joe Clabaugh, Service Manager Cincinnati Insurance Company

  • Business Focus | Buddy to Boss – Skills for New Managers

    If you’ve ever been promoted within a company, chances are you’ve gone from someone’s “buddy” to their boss. Navigating this new position can be tricky, and can present unforeseen communication and leadership challenges. In this class, we’ll help you work through some of those potential pitfalls, and come out feeling confident and competent on the other side.

    Presented By
    Katie Dake, Learning & Development Manager Vertafore

    Kristin Nease, VP Human Resources Vertafore

  • Business Focus | Building culture across generations

    In any given workplace, there can be up to five generations working together. That diversity can certainly provide benefits in terms of the unique backgrounds and perspectives that each generation brings. It can also lead to misunderstandings and conflict, though. Recognizing the potential for conflict and taking steps to proactively minimize that potential can help ensure a positive environment for all—one in which multiple perspectives and generations can thrive.

    Presented By
    Katie Dake, Learning & Development Manager Vertafore

    Kristin Nease, VP Human Resources Vertafore

  • Business Focus | Customer-Driven Solutions: Meeting Your Customers Where They Are

    Customers have increasing expectations of the businesses they engage. Whether it is online and mobile access, around-the-clock service, or a larger array of products and features, there is a lot to keep up with! In this session you will learn how you can model your business to better meet the demands of customers, creating better satisfaction and retention while improving the value of your offerings.

    Presented By
    Evan Munsing, Operations VP Vertafore

  • Business Focus | E&O, avoiding surprises, join us for some fun and prizes!

    Name That E&O Risk! Join this lively gameshow-themed class to hear E&O stories from your moderators Jim and Oliver, and be ready to share your own perilous tales of dealing with E&O Claims. Don’t leave before learning the tools that may help to mitigate…yes, even prevent claims in the future. Fabulous prizes are up for grabs…you’ll have to join in to learn how to win!

    Presented By
    Jim Dahoney, SVP, CIO, Director of Strategic Acquisitions Marshall & Sterling, Inc.

    Oliver Connor, Owner Connor Insurance Agency, Inc.

  • Business Focus | Live recording of the Vertafore Insurance Podcast with Rick Fox

    Come be a part of the show! Rick Fox and a panel of industry experts will talk InsurTech with a live taping at Accelerate. Audience participation will be encouraged and we might even have some VIPodcast swag to give out. Put the session on your schedule now and keep your eyes open for more specifics as we get closer.

    Presented By
    Rick Fox, VP, Agency Associations and Networks Vertafore

  • Business Focus | Maximizing Growth Through Diversity and Inclusion

    Inclusion and diversity affect all of us from generational, thought, race and gender differences. Get ready to shift your mindset and raise your own awareness to some of your unconscious biases so we can together implement some easy solutions to better navigate the world of inclusivity! You will leave energized, inspired, and committed to diversity & inclusion as a renewed business focus resulting in a culture of growth, development, retention, and engagement. Join this session to hear about tactics, tools, and strategies that will help in moving your agency forward, no matter where you are on the journey of inclusion and diversity.

  • Business Focus | Maximizing Technology in Your Organization

    Technology spend in business is a big deal. How many of us can say we fully utilize the features and power of the resources we put in the hands of our staff and clients? Hear from a panel of Technology and Operational leaders about how they attempt to balance ongoing efforts to get the most out of their investments during implementations and long after. How they manage goals, expectations and measure success. And how they foster a culture of curiosity and growth around technology in their teams.

    Presented By
    Michelle Hoffert, VP/Director of IT Lanier Upshaw Inc.

  • Business Focus | Remote Work Mini-Series: Engaging and Motivating a Remote Workforce

    Employees are all alike, driven by the same goals, motivated in the same way, right? NO! As managers we all know that each employee is an individual, motivated and engaged by different things. Hiring remote workers just adds another layer of complexity to the mix. In this session, you’ll hear: How self-awareness can be used to break down communication barriers and reduce misunderstandings; How to identify the engagement status of each employee even when you can’t see them; and How to engage and motivate your employees based on their unique strengths and challenges.

    Presented By
    Tonya DeVane, Client Advisor The Omnia Group

  • Business Focus | Remote Work Mini-Series: Panel of Experts Represent Three Aspects of a Remote Workforce

    In this third and final session of the Remote Work Mini-Series, you’ll hear from a panel of experts on the field of Remote Workers. We’ll be joined by individuals speaking to: What’s it is like to transition from office-based work to 100% remote work; Managing a team that includes remote workers; Staying connected to the team as a remote worker; Making the decision to hire remote workers; and Creating a productive technology environment for the remote worker.

  • Business Focus | Remote Work Mini-Series: Selecting, coaching and evaluating effectiveness and productivity of remote workers

    It IS possible to provide excellent service to your clients outside the four walls of your physical office – outsource services and remote work is here NOW and is an operational tool being used by Thriving Organizations across our industry. Takeaways from this part of our Remote Work Mini-Series include: Considerations for moving work outside your physical space; Coaching managers to work effectively with remote team members; Redesigning jobs to accommodate new work arrangements; and How to know if standard and client satisfaction are being maintained.

    Presented By
    Sharon Emek, President & CEO Work At Home Vintage Experts (WAHVE)

  • Business Focus | Technology & Customer Obsession – What all agencies can learn from Amazon

    You may know Steve Anderson as the authority on insurance agency technology. Anderson’s most recent research was the basis for his book, The Bezos Letters: 14 Principles to Grow Your Business Like Amazon. He analyzed and distilled the 21 Letters to Shareowners written by Bezos into 14 Anderson Growth Principles that unlock the lessons, mindset, and strategies Bezos has used to make Amazon the massive success it is today. This session will explore how these same principles will help every insurance agency grow like Amazon.

    Presented By
    Steve Anderson, President The Anderson Agency Report (TAAR)

  • Business Focus | The Impact of Data Science on your Life and Business

    You may have heard of it, but what actually is data science? In this overview, Vertafore’s data team will review how data is used across industries and impacts our daily lives. They will also discuss data’s impact on insurance and demonstrate how Vertafore is creating better insights into your business and customers. Although it sounds daunting, you too have the ability to harness the power of data and analytics.

    Presented By
    Andy Cassel, VP Data and Analytics Vertafore

    Scott Ziemke, Director, Data Science Vertafore

  • Business Focus | This Would Be Funny… If It Wasn’t Happening To Me! How To Navigate the Future With Enthusiasm & Vigor

    Sometimes life just gets in the way. Do you ever think, “Why can’t things just go the way I want for a change?” or “Why can’t people just leave me alone?” This hilarious and provocative presentation shows you how to buoyantly face stress and navigate the future- instead of running and hiding. Embrace challenging situations and people with new ideas, innovation and conviction.

    Presented By
    Jody Urquhart, Keynote and Motivational Speaker

  • Business Focus | Vertafore Orange Partners Show The Way To Run A Better Business

    Join Doug Mohr, Vertafore VP, Industry Relations & Partnerships for this open discussion sure to get you excited about the impacts you can expect when working with Vertafore Orange partners. Doug is joined by Linda Kennedy, CXO BlueSky Insurance Agency in Richmond, Virginia and Vertafore Orange Partners Charlie Griffin, Kotter Group and Dave Morton, Agency Revolution. Linda will share how her agency has leveraged two great partnerships to achieve her agency’s goal of enabling every one of their customers to achieve the American dream. There will be plenty of time for open discussion…come with your questions to learn how Linda’s experience translates into success for your agency.

    Presented By
    Doug Mohr, Vice President Industry Relations & Partnerships Vertafore

    Linda Kennedy, Chief Experience Officer Bluesky Insurance Agency

    Charlie Griffin Chief Sales Officer The Kotter Group LLC

    Dave Morton Business Sales Director Agency Revolution

  • Business Focus | What the Independent Agency Needs to Know About InsurTech in the New Decade

    Every agency gets inundated with emails from InsurTech solutions claiming to be the latest and greatest. In 2020, what is really relevant and necessary to the independent agency?

    Presented By
    James Thom, SVP Corporate Development and Strategy Vertafore

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

    Join fellow trainers for this fast paced review of tips and hints to incorporate into your training plan. A robust training process can empower your end users to be more efficient and productive!

    Presented By
    Sheri Weaver, Learning & Development Manager HNI Risk Services, Inc.

    Tracey Weber, Training & Development Huntington Insurance Inc.

  • ImageRight | Admin Medley: Roundtables To Learn and Share ImageRight Utilization Possibilities

    Join this hour of fast-paced discussion on a range of ImageRight Innovations including: ImageRight utilization for other departments, Developing and Implementing your Document Retention Policy, Share Your Best Tips & Tricks and ROI Home-Runs. All ideas surfaced during this session will be gathered and shared with attendees.

    Presented By
    Tracey Weber, Training & Development Huntington Insurance Inc.

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

    These three features were first introduced in 2018 to rave reviews. If you’re not already benefitting from increased insight into document contents, this is a can’t-miss class. Note that Redaction and Full-Text Search are currently only available to In-House Environments.

  • ImageRight | BYOBP-Bring Your Own Business Problem…Find Solutions Using XAML Forms In This 90-Minute Group Discussion

    You asked…we listened! This wildly popular session from 2019 is coming back! Be prepared to share…this is a very interactive session. Expect to get feedback from others on solving your own business process issues using XAML Forms. AND, be ready to share YOUR best XAML solutions that could benefit others. XAML forms can help you capture the information you need in a format that is easy to use. The session moderators are experienced XAML forms developers so you’ll walk away with actionable solutions that you can implement on Monday morning.

  • ImageRight | ImageRight Support Team Shares Solutions to Top Call Drivers from 2019

    Hear from Vertafore’s ImageRight Support Specialists as they show you solutions to a curated list of issues surfaced by your fellow users. You’ll hear not just what and why users call Support, but you’ll get first-hand knowledge of the resources used to solve those problems. Bring your questions for Q&A in the last part of the session.

  • ImageRight | ImageRight: What’s New for 2020?

    Join Vertafore Experts as they take a tour of the latest feature releases for ImageRight. Hear what is on the horizon, too!

    Presented By
    Vijay Muniswamy, Director, Product Management Vertafore

    Michael Williams, Product Manager Vertafore

  • ImageRight | Learn How Workflow Studio Can Help You Streamline Processes In Your Firm-Hear from clients on What It’s Done For Them!

    Join this session to learn why WorkFlow Studio should be on your radar for its ability to allow customization of existing processes and the introduction of new ones. Note: this is not a class to learn how to use WorkFlow Studio but instead an opportunity to learn why you should be learning to use it.

  • ImageRight | Product Experts Wanted! Be a Design Partner For An Hour!

    Let your voice be heard! Have you ever wondered how user-suggested features and updates make their way from concept to implementation? Here’s your chance to join fellow users who volunteer on the ImageRight Workgroup Committee along with Vertafore experts to experience the journey an idea takes. You’ll have a chance to suggest new ideas, discuss these ideas with peers and be part of the design discussion to see how the idea might look as a new feature.

  • ImageRight | Tech Topic Speed Dating-Advanced Users Share Their Best Tips for Leaping To The Next Level

    If you’re ready to move beyond the textbook utilization in your ImageRight environment, you don’t want to miss this opportunity to hear from your peers who are coloring outside the lines. Specific topics: TBD

    Presented By
    Jeremy Fowler, IT Analyst / Development Manager RT Specialty

    Stephen Sullivan, Systems Analyst Bouchard Insurance

  • ImageRight | The ABCs of What’s Next For ImageRight

    Hear from Vertafore Product Management and Development all about the ImageRight features that are headed for delivery including Process Dashboard and Process Analytics, the Browser Client, and more cool tools that are coming your way!

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

    Join this fast-paced session led by fellow users to learn all the insider tricks and shortcuts for maximizing your efficiency in ImageRight Desktop. Attendees in 2019 said they knew they could save tons of time back at the office by implementing the suggestions from this class!

  • PL Rating | Consumer Quoting and Competing with the Geckos and Emus

    Leverage your customer web site quoting capabilities to meet the advertising onslaught of the directs and captives. Learn how to provide 10 quotes in 15 minutes to enhance your prospective clients insurance shopping experience.

  • PL Rating | What’s New with PL Rating, Including a CRQ Update

    Hear from the experts on all the enhancements done in the six releases for PL Rating in 2019 and what’s on the docket for 2020. Learn more about the recent release of the Private Flood Capabilities within PL Rating

    Presented By
    Dave Acker, VP & GM Information Solutions Vertafore

    Mike Foy, President/Owner Foy Insurance Group

  • Sagitta | Accounting Roundtable

    Have topics you want to discuss that aren’t covered in another session? Come to our roundtable and we will cover as many questions as possible

    Presented By
    Edwin Navalany, CFO Szerlip & Company Inc.

    Kimberly Buck, Controller Haylor Freyer & Coon Inc.

  • Sagitta | Accounting Tips & Tricks

    Do you practice the “work smarter, not harder” rule? Are there accounting/financial processes in Sagitta you wish could be performed more efficiently? Attend this session and we will share some of the tips and tricks that your peers have taken advantage of to make their accounting lives a bit easier.

    Presented By
    Kimberly Buck, Controller Haylor Freyer & Coon Inc.

    Liz Canale, IT Technology Helix Agency Services

  • Sagitta | Are You Speaking English? – Tech/Admin Towne Hall

    In a town hall setting you will be able to ask any Sagitta tech related question and get answers from all the experts in the room. This will be a very open format encouraging all to participate to share their problems and solutions.

    Presented By
    Bill Henson, Director – Customer Success Technical Manager Vertafore

    Brad Booth, Director of Business Intelligence Delivery Marsh & McLennan Agency, LLC

    Stephen Sullivan Systems Analyst Bouchard Insurance

  • Sagitta | Client Servicing OnDemand – InsurLink

    Come and see all the great features of the new Insurlink product now available to all Sagitta users. You will learn about the different ways it can be branded and personalized along with understanding all the data that your end insureds will be able to see. This will truly help in continuing to build upon the relationships you have with your clients.

    Presented By
    Bruce Westman, Senior Product Manager Vertafore

    Lisa Vogeney, Commercial Lines Manager-Systems Admin Amaden-Gay Agencies

  • Sagitta | Connected To The Mother Ship – How Are The Orange Partners Being Used With Sagitta

    Orange Partners are third party vendors that have built integrations with Sagitta. In this session you will have the opportunity to hear from Sagitta users that are leveraging their products. Come hear how you can use ePay, Informer, eCerts, Indio or Broker Buddha to improve efficiency.

    Presented By
    Bill Henson, Director – Customer Success Technical Manager Vertafore

    Michelle Hoffert, VP/Director of IT Lanier Upshaw Inc.

    Deni Dryer Application Specialist Edgewood Partners Insurance Center

    Danielle Pohlmeier First VP, Manager, Commercial Insurance The Harry A Koch Company

  • Sagitta | Detailed Financial Tracking

    How do you figure out what transactions may be impacting a line item on your Balance Sheet or Income Statement? Come to this session and we will discuss many of the detailed reports you can run to answer some of those questions.

    Presented By
    Eric Wistrand, CIO Couch Braunsdorf Insurance Group

  • Sagitta | Direct Bill – Need we say more

    Do you struggle with Direct Bill? In this session we will cover some of the processes you can utilize to make posting transactions more efficient as well as many of the Reconciliation and Tracking Tools available in Sagitta

    Presented By
    Liz Canale, IT Technology Helix Agency Services

  • Sagitta | Dunning Letters / AM Best – Accounting

    Dunning Letters, AM Best Import and Surplus Lines are fantastic modules within Sagitta geared at assisting agencies with collection monies, tracking of surplus and AM Best ratings. Join this session to learn just how these modules work and best practices around implementing them.

    Presented By
    Eric Wistrand, CIO Couch Braunsdorf Insurance Group

  • Sagitta | Getting the Word Out – Training Tools

    Most of us have asked the following: What do you use for training? How do you train your users? How do you know it’s effective? Training is vital in every agency’s environment, but it only works effectively if you have the tools in place to do so. In this session, the panelists will be providing their ideas on how they approach training, what tools they use (websites, checklists, etc.), and what results they expect to see. We’ll also open it up for Q&A at the end, so remember to bring your training questions!

    Presented By
    Kate O’Toole, Operations & Agency Management Systsems Project Manager Starkweather & Shepley Inc

    Brad Booth, Director of Business Intelligence Delivery Marsh & McLennan Agency, LLC

    Don-nae Leyva Commercial Trainer Marsh & McLennan Agency

  • Sagitta | Invoicing – Building Best Practices

    Is your agency maximizing efficiencies for managing invoicing? Our experts will provide insight into what works best for their agencies, why they chose the method they use, and touch briefly on the pros and cons. Our panel will discuss various options for invoicing in sagitta, including Service Team., Centralized-Agency, Centralized-Accounting, and Third Party Services available.

    Presented By
    Eric Wistrand, CIO Couch Braunsdorf Insurance Group

  • Sagitta | It’s Not Scary Anymore – Commercial Lines Download

    Join us as we review the current status of Commercial Lines Download, how it’s improved and hear not only from you peers but also from Carriers on how they are looking to improve efficiency of download.

    Presented By
    Bill Henson, Director – Customer Success Technical Manager Vertafore

    Nellie Massoni, Director, Connectivity Vertafore

  • Sagitta | Let’s Get Personal – Open Forum

    Meet with your peers and experts in Personal Lines in an open forum for general discussion on topics such as Carrier Download, Rating, Workflows, eDocs, Policy Alerts, Reports, etc. Bring your questions, solutions and tips to share on Personal Lines topics.

    Presented By
    Bill Henson, Director – Customer Success Technical Manager Vertafore

    Corrie Craig, Personal Lines Manager Propel Insurance

  • Sagitta | Making the Universe Your Own – Advanced Report Builder Skills

    We will dive a little deeper into advanced query methods. We’ll tackle more complex situations and data relationships as well as how to approach them best to get your answers. There will also be examples of how to construct new dictionaries to get to the data you need.

    Presented By
    Bill Henson, Director – Customer Success Technical Manager Vertafore

    Stephen Sullivan, Systems Analyst Bouchard Insurance

  • Sagitta | Managing Client Exposures And Endorse Efficiently

    How does Client Level Data help your agency. Using this Sagitta feature provides you will consistent data across all policies, allows for a single entry at client level and the ability to copy the information to selected policies. No more searching to see how many policies have allocation or vehicle. Units at risk links a specific unit to all policies that provide coverage.

    Presented By
    Allyne Miller, Operations Manager Allen Lawrence & Associates, LLC

    Deb Bergren, Applications Specialist Prime Risk Partners Inc

  • Sagitta | Mastering PL Rating

    How is your agency using PL Rating? What is new that your agency might not be aware of? Find out from some of your Peer experts on what their agencies have done to maximize the capabilities and integration of PL Rater.

  • Sagitta | Microsoft Tips & Tricks – Other Products

    Excel. PowerPoint. Teams. Word. We encounter these products in our daily processes. And most of us are only using the basic functions of each…when they can do so much more! Learn from your peers as they demo some tips and tricks of these products. And be sure to obtain the documentation of this course as it will provided you with some immediate takeaways you can implement in your own agencies.

    Presented By
    Bob Bailey, Director of Analytics The Hartford

    Stephen Sullivan, Systems Analyst Bouchard Insurance

    Kate O’Toole Operations & Agency Management Systsems Project Manager Starkweather & Shepley Inc

  • Sagitta | Outlook Management Tips & Tricks

    Outlook is more than an email tool. It can organize, categorize, create efficiencies, and much more. In this session, we’ll cover Calendar Settings, Categories, Inline Comments, Quick Parts, Quick Steps, Rules, View Settings, and some other tips along the way. We use Outlook every day, let’s take advantage of all it can do!

    Presented By
    Sherri Monteith, Information Specialist Parker Smith & Feek Inc

    Joetta Creasia, VP Starkweather & Shepley Inc

  • Sagitta | Remarket Efficiently Using What Already Exists

    Renew vs Remarket – ever wonder the difference? Learn the how to best utilize the remarket process within Sagitta to not only provide efficiency but also to help clean up your data.

    Presented By
    Tracey Weber, Training & Development Huntington Insurance Inc.

  • Sagitta | Safety First – How to Proactively Prepare for Diesters

    Do you have a disaster recovery plan? It’s a scary thing to have to think about. But nonetheless, we need these plans in place. Join this session and leave with actionable takeaways to ensure the safety and future of your business.

    Presented By
    Bill Henson, Director – Customer Success Technical Manager Vertafore

    Edwin Navalany, CFO Szerlip & Company Inc.

  • Sagitta | Sagitta Accounting Town Hall

    Come to the town hall meeting to ask any Sagitta Accounting related questions and get answers from our experts and also those in the room. In starting up the new Sagitta Accounting chapter we will also introduce the board and plans for future sessions. This will be a very open format encouraging all to participate and share their problems and solutions.

    Presented By
    Bruce Westman, Senior Product Manager Vertafore

    Amy Erickson, Business Operations Analyst McGriff Insurance Services

    Jeannie Federico Controller Amaden-Gay Agencies

    Kimberly Buck Controller Haylor Freyer & Coon Inc.

  • Sagitta | Sagitta Commercial/Personal Lines Town Hall

    Come to the town hall meeting to ask any Sagitta related questions and get answers from the experts in the room. This will be an open forum encouraging all to participate and share their problems and solutions.

    Presented By
    Gretchen Hodge, Senior Systems Analyst USI Insurance Services, LLC

    Corrie Craig, Personal Lines Manager Propel Insurance

    Deb Bergren Applications Specialist Prime Risk Partners Inc

  • Sagitta | Show & Tell – Hidden Gems

    Hidden behind the scenes of Sagitta, your administrators can change the way you see client menus, create changes in the policy gird and setup quick entry that allows the user skip all those fields that your agency does not need completed. Personalization of Certificates and forms will make the workflow process easier for your staff.

    Presented By
    Allyne Miller, Operations Manager Allen Lawrence & Associates, LLC

    Linda Findlay, VP Insurance Operations OneGroup NY, Inc

  • Sagitta | Speaking To The Universe – Basic Report Builder Skills

    Learn the basics of the query language used in Report Builder to get information from your system. This session will prepare users to learn how to find data in their systems and extract it for reports, analysis, integrations, etc.

    Presented By
    Bill Henson, Director – Customer Success Technical Manager Vertafore

    Deni Dryer, Application Specialist Edgewood Partners Insurance Center

  • Sagitta | Status: In a Relationship – How to Effectively Use Client Relationships

    What’s the best way to “connect” multiple clients in Sagitta that have a relationship? Is it possible? What’s the business need for it? In this session, we’ll walk through the why and the how of creating client relationships. We’ll also dive into the various reporting tools that are available within Sagitta when relationships are used.

    Presented By
    Tracey Weber, Training & Development Huntington Insurance Inc.

    Sherri Monteith, Information Specialist Parker Smith & Feek Inc

  • Sagitta | Time & Money – Increasing your ROI with eDocs

    Wish there was a way to automate the download of policy documents into your system? Tired of logging into carrier websites to get policy documents? Do you wish you could spend less time processing policy mail and more time providing value-added services to your client? Is that even possible? Join us as we walk through exactly how the implementation of eDocs can automate your mail process and save your staff time.

    Presented By
    Shannan Broughan, Sr System Administrator Propel Insurance

    Nellie Massoni, Director, Connectivity Vertafore

  • Sagitta | What Are They Up To Now – Personal Lines Carrier Panel

    Join us to hear from your Personal Lines carriers on the current state, upcoming enhancements and improved efficiencies provided on such topics as Download, eDocs, Carrier Websites and more.

    Presented By
    Nellie Massoni, Director, Connectivity Vertafore

  • Sagitta | What Is Going On In There – Security and Other System Audits

    Come learn from our panel what Security and System audits are available and what others are doing to fill in the gaps.

    Presented By
    Michelle Hoffert, VP/Director of IT Lanier Upshaw Inc.

    Stephen Sullivan, Systems Analyst Bouchard Insurance

  • Sagitta | What It Takes To Be A Sagitta Master – NcSA Prep & Preview

    You may have heard of it, but was is NcSA-Sagitta? This year, we thought we’d provide a peek inside the certification course. Join past instructors as they share a glimpse inside the course topics, why the networking is so vital, and how it may be beneficial for you and you agency to have an NcSA-Sagitta Certified individual as a part of your team.

    Presented By
    Kate O’Toole, Operations & Agency Management Systsems Project Manager Starkweather & Shepley Inc

    Joetta Creasia, VP Starkweather & Shepley Inc

    Linda Findlay VP Insurance Operations OneGroup NY, Inc

  • Sagitta | What’s New & Next with Sagitta

    In this session, Bruce Westman who is Sagitta’s Sr Product Manager will review the latest releases and give you a peek into what’s next for this amazing product

    Presented By
    Bruce Westman, Senior Product Manager Vertafore