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Accelerate 2018 Education Breakouts As of March 7, 2018 Track: Sagitta Session Title: Description Sagitta - What's New: Sagitta - What's New: Come see the Sagitta Road Map covering what is new and what will be coming. Part 1 Soup to Nuts Navigation (CL): Part 1 Soup to Nuts Navigation (CL) - Prospect to Client: Come join us for an interactive session walking step by step through the process turning a prospect into a client in Sagitta and ImageRight. Learn how tools within both systems such as Client Units, Workflows, and Email Recipient can help build efficiencies for you and your team. Focus will be on intake (new business/Broker of Record, Binding, and Renewal/Remarket). Soup to Nuts Navigation (PL): Soups to Nuts Navigation (PL) - prospect through renewal: Come join us for an interactive session walking step by step through the process turning a prospect into a client in Sagitta and ImageRight. Learn how tools within both systems can help build efficiencies for you and your team. Focus will be on intake (new business/Broker of Record, Binding, and Renewal/Remarket). Personalization -Accounting: Personalization - are you driving down the right road in your back office? If not , what are the implications. Personalization (non-accounting): Personalization (non-accounting) - Grid Display, ASD, Attachments, Vertafore eForms, Auto ID cards and more.

Updated: 3/7/2018

Role

Skill Level

All

All

Admin, Account Manager (Sagitta & ImageRight) - Commercial Lines

Intermediate

Admin, Account Manager (Sagitta & ImageRight) - Personal Lines

Intermediate

Admin, Accounting

Intermediate

Admin

Intermediate


Accelerate 2018 Education Breakouts As of March 7, 2018 Track: Sagitta Session Title: Description Vertafore eForms Journey: Vertafore eForms Journey (Admin & User): Whether you are just getting started on your Vertafore eForms Journey or you have been coasting along for a while and you are simply looking for tips to speed up your drive, this session is for you. Join us as we review the key steps for set-up, personalization, troubleshooting and gain from a user perspective those key day-to-day tips and tricks that will make your experience better. Receivables/Collections Processing: Carrier Download/TransactNow Personalization: Carrier Download/TransactNow Personalization guide your personalization to the next level Auto ID Cards Road Trip: Auto ID Cards Road Trip: Who doesn’t like a good road trip?! Have you seen the new and improved Auto ID Cards? This class is worth your trip to Atlanta! We’ll share and show you where to begin – set-up/support, personalization, and troubleshooting, as well as how this version of Auto ID Cards is much more user friendly Sagitta/Misc Integration: Sagitta/Misc Integration - Why and How Sircon, Prevail, Reference Connect, Producer Plus, AM Best Producer Payments-PANEL: Producer Payments-PANEL Disaster Recovery Roadmap - Best Practices: Disaster Recovery Roadmap - Best practices (inhouse and on-line)

Updated: 3/7/2018

Role

Skill Level

Admin, Account Manager

Intermediate

Accounting

Intermediate

Admin

Intermediate

Admin, Account Manager

Intermediate

All

All

Accounting

Intermediate

Admin

Intermediate


Accelerate 2018 Education Breakouts As of March 7, 2018 Track: Sagitta Session Title: Description Part 2 Soup to Nuts Utilization (CL): Part 2 Soup to Nuts Utilization (CL): Endorse, cancel, reinstate, cancel, reinstate, endorse, renew, cancel, reinstate, cert, endorsement, renew, repeat….. Sound familiar? Take an interactive walk through the life cycle of a client from a CSR perspective utilizing Sagitta and ImageRight. We’ll focus on best practices in terms of workflow and maximizing the tools of each system. Sagitta/ImageRight Integration: Sagitta/ImageRight Integration: Have you wondered what else your agency could do with the Sagitta/ImageRight integration to gain efficiency with both systems? This class is intended for both Admins and Account Managers. Come see what is possible to be setup for integration between Sagitta and ImageRight. See how others are using workflows and email receivers. Find out how and why to use fups to import information from Sagitta into ImageRight. SL Taxes: Surplus Lines Taxes - Your Guide to Successful Use (Admin/User): You’ve heard out Surplus Lines and Sagitta before, but how can it benefit you? We’ll review logic behind it, setup/personalization, AM Best and how it works from a CSR and Accounting perspective. Reporting Options: Reporting Options (Core/Canned Reports, Report Builder, ODBC)

Updated: 3/7/2018

Role

Skill Level

Admin, Account Manager (Sagitta & ImageRight)

Intermediate

Admin; Account Manager (Sagitta & ImageRight)

Int/Advanced

All

Int/Advanced

All

Int/Advanced


Accelerate 2018 Education Breakouts As of March 7, 2018 Track: Sagitta Session Title: Description Invoicing Adventure: Invoicing Adventure - Emphasis on Multi: Client Multi, Policy Multi, Invoice Multi…Oh My! Ever wondered what each of those screens were for and the best way to use them. Come join our class. We’ll discuss the difference between each of these screens – when to use and when not to use as well as demonstrate how they actually work. We’ll also review how client relationships play a role in the use of these screens. We will also touch on invoicing using the Surplus Lines Taxes and BOR features in Sagitta. Agency Defined Fields: Agency Defined Fields: Find out the differences between Agency Defined Fields and Miscellaneous Coverages for detailing Sagitta. Learn how to use them both, why to use them, the pros and cons of each and find out how your peers are using them. Report Builder/Dictionaries - Part 1: Report Builder/Dictionaries - Part 1: Explore what dictionary items may be needed to extract data from Sagitta and how to create the dictionary items. You will learn how to incorporate these items into report builder statements. Steering your Way Through Sagitta/BP Integration: Steering your Way through Sagitta/BP Integration - pros/cons, best practices, personalization, producer splits) Import/Export Voyage: Import/Export Voyage - how to use, what you can import/export, best practices and avoiding the pitfalls.

Updated: 3/7/2018

Role

Skill Level

All

Int/Advanced

Admin, Account Manager

Intermediate

All

Int/Advanced

Admin, Account Manager (Sagitta and BP)

Int/Advanced

Admin, Account Manager

Int/Advanced


Accelerate 2018 Education Breakouts As of March 7, 2018 Track: Sagitta Session Title: Description DB Processing: Direct Bill Processing Report Builder/Dictionaries - Part 2: Report Builder - Part 2: Advanced Report builder and dictionaries, correlatives and optimizing your reports. Sagitta/Misc Integration: Transact Now, Download including Carrier Panel Vertafore Tips and Tricks: Vertafore Tips and Tricks: Come find out great tips and tricks on your Vertafore products to enhance your utilitzation of products such as Sagitta, ImageRight. Voyage to Excel: Getting the most out of your reports using Macros, Pivot tables, v-lookup Sagitta Security: We all know that passwords control everything we do, but how we set them up can determine how safely we can perform our daily processes. This course will tackle what makes a password strong and how to inform our users of the significance of password management, whether they are in the office or on-the-go. We will also touch upon password restrictions, divisional security and the new Password Reset feature in Sagitta. Round Table: Round Table discussions on Certificates/Evidences/ASD, Installments, Document Management (non IR Users), Claims, Training. Bring you questions or issues or share your tips with others at the round table.

Updated: 3/7/2018

Role

Skill Level

Accounting

Int/Advanced

All

Advanced

All

All

All

All

All

Int/Advanced

Admin

Intermediate

All

All


Accelerate 2018 Education Breakouts As of March 7, 2018 Track: Sagitta Session Title: Description New Sagitta Proposals: New Sagitta Proposals - Come hear about the new Sagitta Proposal Solution that is coming soon with Sagitta. Round Table: Installments, Interdivisional Accounting, Vendor Payable Processing, Payables Round Table/Open Forum: Round Table/Open Forum discussing Purge/Archive, Auditing, security/encryption, 2FA Manipulating Information Efficiently: Manipulating Information Efficiently: How to use Acrobat, iOS and Microsoft Programs - This course will focus on how to incorporate common programs to make daunting tasks a much easier process for you! Learn how to manipulate data in Adobe and Excel, how to use Outlook shortcuts, how to customize commands in Word, and much more. We’ll even throw in some fun tips and tricks to use with your current iOS software (iPhone and Apple Watch). Traverse through Revenue Recognition: Traverse through Revenue Recognition Web Services: Web Services: Find out how your peers are using WebServices. Open Forum/R&D for a Day (Sagitta, BenefitPoint and ImageRight): Steer all your unanswered questions to Vertafore experts and discuss what you would like to see in the future (Sagitta, BenefitPoint and ImageRight).

Updated: 3/7/2018

Role

Skill Level

All

All

Accounting

All

Admin

Int/Advanced

All

All

Accounting

Int/Advanced

Admin

Int/Advanced

All

All

Sagitta Education Breakouts - Accelerate 2018  

http://netvu.org/web/Accelerate18

Sagitta Education Breakouts - Accelerate 2018  

http://netvu.org/web/Accelerate18

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