Industry Resources

NetVU gives members convenient access to a multitude of resources in the insurance industry. Members also can get involved in industry workgroups for purposes of education, networking and advocacy.

NetVU Playbook - StrategicIndustry Position – NetVU created this playbook as a baseline of the priorities that are affecting our agency members.  Use this playbook as you are talking with other leaders in the industry. 

Real Time & Download Resources – our top priority! 

What is Real Time? 

When we speak of Real Time, we mean the ability for you to click on a button from a client file in your agency management system or comparative rater for immediate access to carrier information on that client. The transaction may be a quote, billing inquiry, claim inquiry/loss runs, policy view, endorsements or a request for information.  This provides a single workflow for servicing or quoting.

NetVU has recorded TransactNOW webinars for your system type – to review the recordings. 

Please use Internet Explorer to view the following webinars, as they may not work with other browsers:

The Best Real Time Workflow - Password: NetVU

New Business Real TimeWorkflows - Password: NetVU

Monthly Download webinars - Check the NetVU Calendar often to upcoming events!

Real Time/Download Campaign - Broad segments of the industry have come together and have taken the unprecedented step of forming the Real-Time/Download Campaign to promote agents’ ease of doing business.  The participating agents, brokers, carriers, vendors, user groups, and associations have seen how Real Time and Download are benefiting agency workflows, customer service, and bottom lines, and they want to see more agencies gain these advantages.  You can find the latest articles and reports at www.getrealtime.org. 

Check out the AUGIE Download Time Saving Calculator to see how much your agency can save by doing Commercial Download.  You can also obtain the AUGIE CL DL AgencyGuide.  

NetVU/Vertafore Commercial LinesDownload Agency Guide 

Commercial Lines Download StartUp & Resource Guide 

Sagitta AgencyDownload Guide 

ACORD Commercial Lines Policy Detail Download-Agency Start-UpGuide 

ACORD - Watch Cal Durland in The Carrier's Role in Download  video 

Check theVertafore Carrier Partner Lists to see if your carriers are certified on your management system.  

IIABA’sACT (Agents Council for Technology) is dedicated to promoting the use of the most effective workflows and technologies within the Independent Agency System.  Visit their site often to review the latest articles on how you can be more efficient and the tools available, internet marketing, Planning and security and carrier interface, you can also find see the upcoming events where you too can get involved.

AUGIE’s (ACORD User Group InformationExchange) mission is to provide a forum for open communication among agents, brokers, carriers, associations and solution providers leading to improved workflow and increased productivity.  NetVU supports AUGIE and your leaders sit on the Leader council.  Review their website for upcoming events and resources.  Join us at AUGIE today.