November 28, 2017

FINRA Small Firm Conference 2017: A Recap

FINRA has been providing tools, templates, and resources for firms with 150 or fewer registered representatives for some time and their annual Small Firm conference was recently held in Santa Monica...

February 10, 2017

7 Ways the Vertafore User Group Will Benefit You

NetVU is the Network of Vertafore Users— a volunteer driven organization whose purpose is to connect Vertafore product users. Whether you're using your technology often or only a few times per month, there is a way to improve not only your compliance practices, but drive innovation in the industry...

December 13, 2016

ACORD2016 Conference Recap: What's to come on L&A automation

As many of you may be aware, members of the Association for Cooperative Operations Research and Development, more simply known as ACORD, work tirelessly to improve data exchange and workflows within the insurance industry. By developing electronic standards and standardized forms, ACORD aims to assist carriers and distributors alike in streamlining their business processes, including those related to compliance...

By: Tim Owen

October 4, 2016

Industry Day 2016: The Secret to Great Partnerships

What constitutes a great business partnership? Or better yet — what is important to customers as they measure the impact of their partnerships? These are important questions to be able to answer to have great customer relationships. Return on investment is an indisputable key measurement for success of any organizational investment. But in addition to...

By: Kip Karwoski

August 24, 2016

SIRC Summit '16'

Every year, the Sircon team at Vertafore hosts the SIRC Summit, an annual conference for members of the State Insurance Regulators Consortium (SIRC) in Lansing, Michigan. SIRC is a user group for Vertafore's Sircon for States regulatory management system. At the summit, the Sircon team and the user group are given the opportunity to...

By: Teresa Harris

June 14, 2016

The Buzz from FINRA Conference 2016

The FINRA Annual Conference is an excellent place for expanding your understanding of securities regulations and how to implement them at your firm. Although I have been with the Sircon solutions team at Vertafore for quite some time, this was my first year attending the conference. I?ve only recently become involved with...

By: Chris Gillespie

March 25, 2016

NetVU 2016

I was blown away at my first ever NetVU Conference. And from my conversations with other first-time attendees, they were just as impressed. Over 200 customers of Sircon solutions attended including agencies and carriers. In mainly attending Sircon-focused sessions, I had the opportunity to speak directly with Sircon users to discuss their business pain points along with how our solutions help address them...

By: Sydney Beaudreault

March 18, 2016

My Eye Opening Experience at the 2016 LIMRA Distribution Conference

Another LIMRA distribution conference is behind me, which means it's time to share what I learned for those who missed out. I had a great time interacting with folks there, gaining perspective on the state of distribution, and learning about new problems that Sircon solutions can help solve. I highly recommend attending this conference next year if you have any stake in channel...

By: Patrick Masi

February 11, 2016

The NetVU16 countdown has begun!

March 3rd is approaching fast which means we're getting closer and closer to the 2016 NetVU Conference. As of DATE, we have 128 carriers and 979 agencies with a grand total of 1676 registered to attend! For those of you that don't know what NetVU is, NetVU is the Network of Vertafore Users that come together to advocate innovation in the insurance industry...

By: Dane Sprecher

February 02, 2016

RunningStart2016

Successful carriers, securities firms, agencies, and education providers constantly evolve, hurdling over obstacles to keep their business humming. This takes savvy professionals who have fingers on the pulse of change and know how to leverage it for a competitive edge.

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December 4, 2015

NSCP Conference Recap: Lessons in Compliance Risk

At the 2015 National Society of Compliance Professionals (NSCP) conference in November, the conversations I had and heard were focused on how business risk can be reduced with the use of technology, and how to eliminate misunderstandings associated with compliance risk. The NSCP conference offers some of the most in-depth educational opportunities for compliance professionals in the financial services industry to...

By: Dane Sprecher

November 17, 2015

4 Things You Missed at ACORD2015

In our recent guest post with Sandy Hampel, we discussed our relationship with ACORD and the importance of getting involved with the organization. ACORD plays a crucial role in improving the industry's communication through creation of forms and data standards. A key challenge in the industry is that ACORD standards, forms, and best practices aren't as widely adopted as they could be...

By: Patrick Masi

November 12, 2015

Carriers: 3 Ways to Get Ahead in 2016

With 2015 coming to a close and 2016 rapidly approaching, you have probably established your long-terms goals and you are working to finalize the near-term 2016 goals. You not only want these goals to improve business now, but increase your long-term success and competitiveness as well. Let's start with the near-term goals. How can you gain efficiency, enhance long-term success, and...

By: Sydney Beaudreault

November 6, 2015

Top 4 Things Carriers Should Avoid to Improve Agent-Carrier Communication

Many carriers have created customized agent onboarding, retention, and termination processes. If you are like them, you may not be aware of the work being done by industry organizations to create best practices, standards, and forms for these critical processes. By adopting these best practices, some carriers are leading the industry and standardizing agent communications for these key interactions. If your organization...

By: Patrick Masi

October 27, 2015

How to Handle a Security Breach as told by NAIC's Cybersecurity Bill of Rights

It's cybersecurity awareness month! Improving cybersecurity has jumped to the top of many organizations' lists due to this year's increase of security breaches. Industry leaders preach best practices and principles, how to share information securely, and overall guidance for preventative measures. However, data breaches are continuing to happen, leaving consumers at risk. The NAIC's Cybersecurity Task Force has been proactively responding to the industry's...

By: Sydney Beaudreault

October 20, 2015

SILA 2015 Conference Highlights

With more ways to communicate than ever, connecting with the industry and regulator community face-to-face is irreplaceable. Making and renewing connections was front and center as 40 members of Vertafore's Sircon solutions team attended the 2015 SILA National Education Conference in Nashville last week...

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September 29, 2015

Why Carriers Should Attend NetVU16

What is NetVU? The Network of Vertafore Users is the industry's largest, most active independent user group. With 23,000 member firms across the country, the user group includes agencies, carriers, MGA's. More popularly known as NetVU, the Vertafore user group promotes three core values: 1. Advocacy 2. Education 3. Networking. Members can participate in chapter meetings, online discussions, and conferences to gain product knowledge, quickly address issues, and help shape the future...

By: Dane Sprecher

August 18, 2015

SIRC Summit 15' Recap

In July, Vertafore's Sircon team in East Lansing hosted the SIRC Summit, an annual conference for members of the State Insurance Regulators Consortium (SIRC). The SIRC User Group is made up of state insurance departments that use our Sircon for States regulatory management system. Sircon for States is a dynamic web-based solution and SIRC members are active participants in providing feedback to Vertafore regarding enhancements to the system. SIRC was established to enable the States to work coll...

By: Teresa Harris

August 11, 2015

Industry Day 2015: The Sircon® Vision Revealed

For the past 8 summers, Vertafore has invited customers to East Lansing to present to over 100 of our Sircon employees for what we call Industry Day. Industry day is a great opportunity for our Vertafore staff who focus on Sircon solutions to have a common understanding of how our customers understand at and use our solutions. Our overall goal of this event is to bring greater value to our customers today and in the future by listening to their needs and feedback on our products and services. Th...

By: Kip Karwoski

June 16, 2015

NetVU Leaders' Summit: Help Shape the Future

Did you know that by being a customer of Vertafore, you're already a member of NetVU? What is NetVU? NetVU, or Network of Vertafore Users, brings Vertafore customers together to share innovative ideas on how to better leverage their Vertafore solutions. Through online forums, Chapter meetings, and Conferences, NetVU offers Vertafore customers a unique opportunity to collaborate with their peers and shape the future of the insurance industry. It is crucial to have a user network so our cus...

By: Dane Sprecher