NetVU

Running a small agency comes with unique challenges. Connect with peers who understand them.

Register here: https://www.netvu.org/web/Online/Events/Event_Display.aspx?EventKey=WI3262606

Join fellow small agency owners and managers for an interactive virtual roundtable designed specifically for agencies with 1–25 employees. Share ideas, ask questions, and learn from others in an open discussion focused on the opportunities and challenges facing small agencies today.

Please note: these sessions are intended for agency participants only.

• Date: June 30th
• Time: 2–3 p.m. CT
• Location: Virtual

Rolling out AgencyOne or looking to increase adoption across your agency?

Register here: https://www.netvu.org/web/Online/Events/Event_Display.aspx?EventKey=WIEDU26066

Join Vertafore AgencyOne Consultants for a best practices session focused on helping agency leaders and operations teams maximize the value of AgencyOne. Learn about recent enhancements to the AgencyOne Home experience and discover practical strategies to support user adoption, engagement, and long-term success.

• Date: June 30th
• Time: 1–2 p.m. CT
• Location: Virtual

New to AgencyOne? Get up to speed quickly and start working more efficiently.

Register here: https://www.netvu.org/web/Online/Events/Event_Display.aspx?EventKey=WIEDU26065

Join Vertafore’s training team for a live orientation designed for new AgencyOne users. Learn how to navigate the AgencyOne Home experience, use global Search and Client Central, explore widget options, and personalize your workspace to improve day-to-day productivity.

This session is intended for users at agencies that already have AgencyOne enabled and who have been granted access by their AgencyOne administrator.

• Date: June 30th
• Time: 10:30–11:30 a.m. CT
• Location: Virtual

Not sure which AMS360 financial reports to run or how to interpret the results?

Register here: https://www.netvu.org/web/Online/Events/Event_Display.aspx?EventKey=WIEDU26062

Join this practical crash course on AMS360 financial reporting and learn which reports agencies use most, what key data fields actually mean, and how to understand differences between reports and exports. You'll leave with a stronger foundation for making informed decisions and greater confidence in the financial data you use every day.

• Date: June 24th
• Time: 1:30–3 p.m. CT
• Location: Virtual

Connect with fellow MGAs to share ideas, challenges, and strategies that matter to your business.

Register here: https://www.netvu.org/web/Online/Events/Event_Display.aspx?EventKey=WI3382606

Join your peers for an interactive MGA roundtable discussion designed to foster meaningful conversations and exchange insights unique to the MGA experience. Bring your questions, share your perspective, and gain fresh ideas from others who understand the opportunities and challenges of your role.

• Date: June 24th
• Time: 11 a.m.–12 p.m. CT
• Location: Virtual

What if premium finance could do more than support billing and actually help drive agency growth?

Register here: https://www.netvu.org/web/Online/Events/Event_Display.aspx?EventKey=WIAFC2606

Discover how integrated premium finance solutions can streamline workflows, improve cash flow, reduce friction, and create a better customer experience. You'll leave with practical strategies for adopting smarter premium finance practices that support retention, operational efficiency, and long-term growth.

Sponsored by AFCO Direct, a 2026 NetVU Gold Corporate Partner.

• Date: June 11th
• Time: 1–2 p.m. CT
• Location: Virtual

NetVU was proud to be well represented throughout this morning’s Joint AUGIE Group’s Eddie and PIA Northeast Technology Council Innovation Meeting, including by members of the NetVU Executive Board. We were especially proud to see former NetVU Board Chairs Jim Rogers and Keith Savino share their expertise as part of today’s AI panel discussion.

Today's meeting brought together the voices our industry needs at the table: agents, carriers, MGAs, solution providers, and technology leaders focused on solving the real workflow challenges agencies face every day.

From integration and data standards to security, identity, and AI, the conversation was centered on collaboration and practical progress, not just ideas.

When the industry comes together around real agency workflows, meaningful innovation can happen.

New to administering AgencyOne? Start with the tools and knowledge you need to set your agency up for success.

Register here: https://www.netvu.org/web/Online/Events/Event_Display.aspx?EventKey=WIEDU26064

Join Vertafore’s training team for a live orientation designed specifically for AgencyOne administrators. Learn how to manage user access through VSSO, configure dashboard templates, enable widget templates and quick links, and navigate the AgencyOne Home experience with confidence.

This session is intended for administrators at agencies that already have AgencyOne enabled and are responsible for AgencyOne setup and user management.

• Date: June 23rd
• Time: 10:30–11:30 a.m. CT
• Location: Virtual

Get more out of AgencyZoom with workflows, automation, and service tools designed to save time and improve results.

Register here: https://www.netvu.org/web/Online/Events/Event_Display.aspx?EventKey=WIEDU26063

Learn practical strategies to streamline your daily work in AgencyZoom, from automating lead workflows and managing renewals to creating newsletters, leveraging service surveys, and improving communication through the Integrated Service Inbox. You'll leave with tips and best practices that can help your team work more efficiently and deliver a better customer experience.

• Date: June 18th
• Time: 10:30–11:30 a.m. CT
• Location: Virtual