Here's Your Agenda

Session

Time

Details

Opening Keynote
Livestream

10:00 AM - 10:45 AM MDT

Welcome to the Summer of Accelerate! Amy and team will highlight new products being released and areas of investment to help the independent agency channel thrive!

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Amy Zupon
CEO

Chad Hawkinson
Product

BJ Schaknowski
Sales & Marketing

Cassidy Smirnow
Customer Operations

Mike Foy
Accelerate Chairman

Agency Owners & Principals Summit
Join Session

12:00 PM - 1:30 PM MDT

An exclusive 90-minute summit, specifically tailored for Agency Principal and Owners - just like you! Join our Leadership Team for an in-depth discussion on what we've been up to at Vertafore, from our business continuity plan to how we're coping with this unprecedented situation, and recent product updates, enhancements, and releases to support your business. And to top it off, McKinsey & Company Consulting will share impactful insights on COVID-19 as it relates to the present and future of our industry.

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Amy Zupon
CEO

Chad Hawkinson
Product

BJ Schaknowski
Sales & Marketing

Shannon Varney
McKinsey & Company

Ruxandra Tentis
McKinsey & Company

Session

Time

Details

AIM: What's New & Next
Join Session

10:00 AM - 10:45 AM MDT

Recommended for the following communities:

AIM

AIM higher! Join this session as we cover the recent AIM releases and the features you should be taking advantage of now! We will also provide an inside peek into what's coming up on the AIM product roadmap.

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Cameron Elisha
Product

Neville Allen
Development

Michele Clubb
Professional Services

Kristi Newlin
Solution Consulting

AMS360: What's New & Next
Join Session

10:00 AM - 10:45 AM MDT

Recommended for the following communities:

AMS360

Dive into the most recent releases for AMS360 and the features you should be taking advantage of now! We will also provide an inside peek into what's coming up on the product roadmap.

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Matt Buettner
Product

Jose Rivera
Solution Consulting

Barbara Wold
Product

BenefitPoint: What's New & Next
Join Session

10:00 AM - 10:45 AM MDT

Recommended for the following communities:

BenefitPoint

Come learn about what's new for BenefitPoint and what features you should be taking advantage of now! We will also provide an inside peak into what's coming up on the BenefitPoint product roadmap.

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Justin Silverman
Product

Jeff Spiers
Product

Evan Grulke
Product

Stephanie Stuckey
Strategic Accounts

Sheri Prout
Solution Consulting

QQCatalyst: What's New & Best Practices
Join Session

10:00 AM - 10:45 AM MDT

Recommended for the following communities:

QQ

Calling all QQ users! Get an update on the enhancements we've released over the past year as well as what's on the horizon. We will also provide best practices on key features and enhancements you should be taking advantage of!

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Jon Duncan
Product

Cassidy Smirnow
Customer Operations

Sagitta: What's New & Next
Join Session

10:00 AM - 10:45 AM MDT

Recommended for the following communities:

Sagitta

Are you getting the most from Sagitta? Come learn about recent releases and the features you should be taking advantage of now! You'll also get an inside peek into what's coming up on the Sagitta product roadmap.

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Bruce Westman
Product

Bill Henson
Customer Success

Break

10:45 AM - 11:00 AM MDT

AMS360 Accounting: Easy as 1, 2, 3
Join Session

11:00 AM - 11:45 AM MDT

Recommended for the following communities:

AMS360

We've released valuable updates and enhancements into AMS360 all to help you and your accounting teams! So sit yourself down, take a seat and come learn with us.

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Matt Buettner
Product

Barbara Wold
Product

Lorraine Plezia
Risk Strategies

Client Engagement: InsurLink for Sagitta Deep Dive
Join Session

11:00 AM - 11:45 AM MDT

Recommended for the following communities:

Sagitta

InsurLink, our new client mobile app and experience, is now available for Sagitta! Join us during this session to see all the great features that can help you deliver the experience your clients want. You will learn about the different ways InsurLink can be branded and personalized along with understanding all the data that your end insureds will be able to see. This will truly help in continuing to build upon the relationships you have with your clients.

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Bruce Westman
Product

Jessica Margulies
Product

Lisa Vogeney
Amaden Gay Agencies

Orange Partner Integrations: Expand Your Ecosystem and Drive your Agency into the Future
Join Session

11:00 AM - 11:45 AM MDT

Recommended for the following communities:

QQ

Valuable integrations for are everywhere with the help of Vertafore's Orange Partner Program. Come learn best practices of integrations your QQCatalyst system.

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Jon Duncan
Product

Doug Mohr
Industry Relations

AgencyZoom

The Kotter Group

Simplifying MGA and Agent Collaboration
Join Session

11:00 AM - 11:45 AM MDT

Recommended for the following communities:

AIM

Have you heard about the new AIM/TNOW integration? Come learn more about this valuable new feature and how it may benefit your agency. We will also provide time for Q&A discussion on how AIM can connect to carriers for download using TNOW in the future.

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Dave Acker
Product

Cameron Elisha
Product

Neville Allen
Development

Nellie Massoni
Product

Break

11:45 AM - 12:00 PM MDT

New AMS360 Enhancements to Help your Customer Service Teams
Join Session

12:00 PM - 12:45 PM MDT

Recommended for the following communities:

AMS360

We've released valuable updates and enhancements into AMS360 all to help you and your servicing teams! So sit yourself down, take a seat and come learn with us.

Watch Now

Matt Buettner
Product

Brandon Peters
Product

Kim Hunter
Solution Consulting

Regulatory Change and Compliance Update
Join Session

12:00 PM - 12:45 PM MDT

Recommended for the following communities:

AMS360
BenefitPoint
QQ
Non-Management System users

2020 has seen multiple regulatory updates associated with producer licensing and compliance. Come learn about these changes and how updates to AgencyEDGE can help you and your team stay current and compliant.

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Scott Gillahan
Product

Tim Owen
Product

Patrick Masi
Product

Break

12:45 PM - 1:00 PM MDT

Revolutionize Commercial Submissions & Make your Agency Stand Out
Join Session

1:00 PM - 1:45 PM MDT

Recommended for the following communities:

AMS360
Sagitta
non-management system users

Do you look forward to compiling commercial submissions? There has to be a better way. Come learn about Vertafore’s strategic direction to change the game and streamline your customers' experiences.

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Evan Munsing
Product

Dave Acker
Product

Break

1:45 PM - 2:00 PM MDT

End of Day Q&A
Join Session

2:00 PM - 2:30 PM MDT


All Customers

Join Cassidy Smirnow for an open Q&A session on all things customer support! Any and all customers (and questions) are welcome. Please note registration for this session will be capped and is available on a first-come-first-serve basis.

Please note: if the Q&A has reached capacity, you will be notified by a "locked out" message when attempting to join

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Session

Time

Details

The Future of the Client Digital Experience is Here: InsurLink and Vertafore's CDX Vision
Join Session

10:00 AM - 10:45 AM MDT

Recommended for the following communities:

AMS360
Sagitta
non-management system users

In a world ruled by Netflix and Amazon, your clients expect a 24/7, personalized digital experience. Vertafore has put a strong emphasis on creating solutions that help you improve your Client Digital Experience (CDX). At the center of this initiative is InsurLink! In this session, InsurLink's leadership team will highlight current capabilities and future plans to strengthen your ability to provide an excellent digital experience for your clients.

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Evan Munsing
Product

Jessica Margulies
Product

Gail Berg
Solution Consulting

Cassidy Smirnow
Customer Operations

Break

10:45 AM - 11:00 AM MDT

PL Rating and TransactNOW: What's New & Next
Join Session

11:00 AM - 11:45 AM MDT

Recommended for the following communities:

AMS360
Sagitta
QQ
non-management system users

Check out the recent releases for PL Rating and TransactNOW! Come learn what features you should be taking advantage of now including the recent Aon Edge addition to PL Rating, as well as TNOW upload and eDocs enhancements. We will also provide an inside peak into what's coming up on the product roadmap.

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Dave Acker
Product

Nellie Massoni
Product

Break

11:45 AM - 12:00 PM MDT

WorkSmart/ImageRight: What’s New & Next
Join Session

12:00 PM - 12:45 PM MDT

Recommended for the following communities:

AMS360
Sagitta
BenefitPoint
AIM
non-management system users

Come learn about recent releases including foundational improvements to improve speed of document access, 64 bit architecture and efficiency advances. We will also provide an inside peak into what's coming up on the product roadmap.

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Vijay Muniswamy
Product

Deb Ward
Solution Consulting

Michael Williams
Product

Break

12:45 PM - 1:00 PM MDT

How Vertafore is Unlocking the Power of Data and New Updates in RiskMatch
Join Session

1:00 PM - 1:45 PM MDT

Recommended for the following communities:

AMS360
Sagitta
BenefitPoint
AIM
non-management system users

See what is on the horizon for Vertafore's data science initiatives, including predictive modeling, machine learning, and natural language processing to boost your profitability and efficiency. We will also highlight recent developments for RiskMatch and an inside look on upcoming enhancements and releases.

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Andy Cassel
Data & Analytics

Scott Ziemke
Data Science

John Mollica
Data & Analytics

Break

1:45 PM - 2:00 PM MDT

End of Day Q&A
Join Session

2:00 PM - 2:30 PM MDT


All Customers

Join Chad Hawkinson for an open Q&A session on all things product! Any and all customers (and questions) are welcome. Please note registration for this session will be capped and is available on a first-come-first-serve basis.

Please note: if the Q&A has reached capacity, you will be notified by a "locked out" message when attempting to join

Watch Now