Iowa Point ‘N Click
NetVU Users Group Meeting
When: Tuesday, February 16, 2016
9:00 am – 3:00 pm
(Registration begins at 8:30)
Where:TownePlace Suites
DSM/Urbandale
8800 Northpark Ct
Johnston, IA 50131
Business Meeting

Agenda
Update Agency Profiles as needed
Round Table/Open Forum
Bring your questions!! The answers you have been looking
for might be right in the room. Have tips or tricks that are
working great in your agency? Share them with the group!
Topic ideas:
- Download
- Platform
- Paperless? Front end/back end scanning
- Doc Types
- Procedures
- Renewal tool
- Reporting
- Vertafore Products (ex. Producer Plus, PL Rating)
Just a few ideas to get the thoughts flowing!
8:30 – 9:00
9:00 – 9:15
9:15 – 12:00
12:00 -12:45
12:45-3:00
Registration
Business Meeting
Round Table/Open Forum
Lunch
Round Table/Open Forum
2015-2016 Officers
Craig Schneider, President
cschneider@ncmic.com
Breanna Kair, Vice President
Breanna@skogmanins.com
Katrina Ogburn, Secretary
katrina@miltnerinsurance.com
Deb Turner, Treasurer
deb@horakinsurance.com
When completing your registration form please see the page following to let us know
which of these topics interest you. This will help keep the meeting flowing and to make
sure we disucss the topics YOU want to talk about.


Wireless access will be available if you are able to bring your laptop or mobile
device.
Continental breakfast and lunch will be provided.
Point ‘N Click
NetVU Users Group
Please fill out the information below and return it to Deb Turner by
February 9 via fax or email.
deb@horakinsurance.com
Fax #: 888.361.7576
Agency Name: _________________________________________________________________
Agency Info (address, phone, fax): ________________________________________________
Name of Person(s) attending: _____________________ email:__________________________
______________________________________________email:__________________________
_____________________________________________ email:__________________________
_____________________________________________ email:__________________________
Annual - $200 per agency; $35 per meeting for each additional attendee from an agency
Individual - $75 per meeting fee if not an annual dues paying member
Make checks payable to Point ’N Click Users Group.
Please remit to Deb Turner, Horak Insurance, Inc., 115 East Washington St, Washington IA 52353
or bring a check to the meeting.
The following is our Cancellation Rule: We MUST have 48 hours notice of any
cancellations (Friday noon for Tuesday meetings). We must confirm the number of
meals 48 hours in advance and will be charged. Therefore we will pass that
charge on to you if not notified. If an agency makes a reservation to send extra
people to a meeting and those people do not attend – the agency will be billed $20
per person for expenses incurred.
Reminder: Please keep your agency profiles updated by
forwarding all changes to Katrina at
katrina@miltnerinsurance.com
Point ‘N Click
NetVU Users Group
Our next meeting is Tuesday, February 16 in Urbandale. We are planning to have a variety of
topics to discuss. This will be more of a round table / open forum type of meeting this time.
Below are some of the topics that you, as members, have shared that you would like more
information about or discuss further. We are asking that you bring your questions, your
knowledge, your issues or expertise to share with the group. We hope this will be a very
informal but informational meeting. We will try to get to each topic and the amount of time
spent will be determined on the amount of interest
and discussion.
Please rate the following topics between 1 and 5 according to your interest in the topic:
1 being the least interested and 5 being the most interested.
______Commercial lines and personal lines download
______Platform (is your agency on Platform? Are you familiar with the products in Platform?)
_____Quick Navs
_____Producer Plus
_____Reference Connect
_____Paperless Agency – front end scanning vs back end scanning vs on demand scanning
_____Doc Types
_____Procedure Manual
_____Renewal Tool
_____Edocs
_____Reporting – which ones are used and how
Would you consider volunteering to lead a round table discussion? Yes ____ No ____
If yes, what topic are you most comfortable leading the disucssion? _____________________
TownePlace Suites Des Moines Urbandale
www.marriott.com
8800 Northpark Ct, Johnston, IA 50131
(515) 727-4066