FLEXIBLE & CUSTOMIZABLE PRESENTATIONS
We are happy to customize any session below or develop fresh content based on your needs. Contact us or call (888) 485-7779 to schedule your session today!
Disasters D.P.R. (Defining, Planning, Recovery)
Is your agency prepared? This session will provide a checklist to make sure you are equipped with the knowledge and tools for whatever comes your way. Fires, hurricanes, tornadoes, and earthquakes all have different impacts on your agency – and you must have a plan.
The Internal Audit
Put a system in place to monitor, quality-check, and protect your agency’s security and your client’s well-being. This session will explain how to review CSRs, producers, and accounting, and outline report parameters you can generate from your agency management system to provide the feedback needed to evaluate performance.
In today’s world, being paperless is your only option if you want to maximize efficiency, maintain accuracy, and save money. However, there are many options to achieve this paperless office – and countless challenges to adopting this mentality. In this session, we will review the pros and cons of your various options and discuss other aspects you need to consider in implementing your paperless program.
Time Management for Account Managers
Make sure your team is equipped with proven techniques that eliminate duplicate efforts and minimize manual and tedious processes. This ensures your agency saves time and money! Attendees will learn methods to simplify processes, including going paperless, improving producer relationships, and prioritizing desk management.
The Customer Experience
You need to have control of your customers’ and potential customers’ experience when working with your agency to ensure long-term success and growth. Gaining customers and keeping them is paramount to growing and sustaining your agency. In this session, we will cover how to evaluate key areas of interaction to improve first impressions with prospects and how to establish healthy, long-term relationships with clients.
The Well Run Agency
Retaining and growing a profitable customer base whose needs are proactively met is crucial to your agency’s survival. We will show you how to evaluate your customer’s experience, how to improve efficiency with service teams, and how to implement assessment techniques to ensure team success. In this session, we will explain where and how to look at various areas of agency operations to make sure your agency is operating at its fullest potential.
Integrating Millennials into Agencies
There are generational differences in all agency staff, whether they are a Traditionalist, Baby Boomer, Gen-X or Millennials. We will explore Millennials, what motivates them, what are their defining characteristics, and how can we help them succeed in the Insurance Industry.
In this session, we review the primary financial reports that all agency owners need to review and understand. We provide peace of mind to owners by teaching them how to watch for, and what do do about: Company Payable balances inlcuding amounts not owed, income recorded properly, and large balances in your Direct Bill Receivables.
An understanding of the need for strategic planning, the ability to develop a mission for your plan, some common mistakes in strategic planning and some guidelines for planning successfully.
The Power of the 80/20 Rule
We will unlock your agency’s potential to nurture and grow your most profitable customers by teaching staff and management a new way of prioritizing daily work. Attendees will learn a new perspective and practical skills they can apply to their daily activities that will provide immediate impact on effeciency and customer service.
Human Resources for Agencies
From managing a virtual employee, to I9 audits, to performance reviews and compensation… We have a variety of human resources topics that can be customized for any audience of insurance professionals.
First & Lasting Impressions
Proactive and Reactive Agency Service
Or customized at your request, simply inquire above!
NetVU CHAPTER EVENTS
Accounting AMS360 Topics
- AMS360 Accounting Best Practices
- An Agency Principal’s Guide to AMS360 Accounting
- Top Ten Cool Features for Accounting
- The Proactive Bookkeeper
- Why Your Reports Aren’t Accurate
- The Paperless Accounting Department
- What You Don’t Know About Direct Bill Commission Download
- Why WorkSmart is going to Transform Agencies
- WorkSmart Tips and Tricks
- WorkSmart Workflow Reviews
Vertafore Agency Platform Topics
- Preparing for Agency Platform
- Agency Platform Overview
- Exploring the WorkQueue and QuickNavs
- Client Portal
- Sales Track
- What is new in Agency Platform
- What is new in AMS360
- Account Manager Workflows
- Document Management with Doc360
- Sales Tools
- Making the Most of AMS360
- Operations Reports
- My Agency Reports
- Renewal Management
- Top Ten Cool Features for Account Managers
- Submissions A to Z
- Vertafore Reporting and Classic Reports
- A Day in the Life of a Account Manager
- Custom Proposals
- Creating Specialty Lines of Business
- Target Lists and Campaigns
- Standard Commercial
- Standard Personal
- Invoicing & Advanced Invoicing
- Tip & Tricks
- Data Auditing
- Planning New Employee Training
- Crystal Reports
- Report Builder
- Integrated Letters
- Integrated Proposals
- Personalization Health Checks
- Automated Direct Bill Reconciliation
All Systems Topics
- The Customer Experience
- Internal Audit
- Cyber Risk
- Procedure Manuals
- Collaborative Team Model
- Microsoft Office
- Producer Plus
- Imaging Options
- Time Management for Account Managers
- Disasters D.P.R. (Defining, Planning, Recovery)
- Insurance Basics for the Beginner
- Train the Trainer
- Forensic Accounting