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EDUCATION TRACKS

Where Learning
Becomes Progress

Accelerate attendees watching a education session

Explore the tracks and sessions planned for Accelerate 2027. The education lineup is still taking shape, and new sessions and details will be added throughout the planning process. Check back as we continue building the Accelerate 2027 experience.

More Sessions & Details Coming Soon

Education by Organization Type

Explore the education being planned for Accelerate 2027 by selecting your organization type in the tabs below, then expanding each track. More sessions and details are coming soon!

FIRST LOOK: ACCELERATE EDUCATION TRACKS & SESSIONS

Agency Education

  • Strengthen everyday service with AMS360 through practical strategies, product innovations, and Velocity AI Agents that help teams work efficiently with smarter workflows and deliver a better client experience.

    • AMS360: What's New & What's Next

    • Turn on the New AMS360: Adopting the AgencyOne Experience

    • Your Agentic Agency: Unleashing the Agentic Servicer with AMS360

    • Your Agentic Agency: Reimagining Accounting Automation with AMS360

    • Your Agentic Agency: Putting Knowledge to Work Across AMS360 & Your Agency

    • Your Agentic Agency: Trusted Knowledge Inside AgencyOne with Velocity Insurance Expert Agent

    • Maximizing Cross-Selling & Rounding Opportunities in AMS360

    • AMS360 AgencyOne Experience: Lessons in Making the Change

    • Beyond Policy Download with AMS360: eDocs, Claims, & More

    • AMS360 Velocity AI Agents: Lessons in Workflow Integration - Accounting

    • AMS360 Velocity AI Agents: Lessons in Workflow Integration - Submissions

    • Back to the Basics: Understanding AMS360 Accounting

    • AMS360 Accounting: How to Pass an Audit

    • Understanding Global Changes in AMS360

    • AMS360 + AgencyOne + Certificates + InsurLink: Making the Most of Your Tools

    • Lesser-Known Features in AMS360

    • AMS360 Reporting: Accounting-Focused Insights

    • AMS360 Reporting: Servicing-Focused Insights

    • Preparing Your Team for Change: Successfully Adopting New AMS360 Tools

    • AMS360 Settings & Security Groups: From Setup to User Adoption

    • AMS360: Building a Better Day in the Life of a Service Team Member

  • Elevate benefits servicing with BenefitPoint by improving workflows, strengthening consistency, and helping teams turn product capabilities and Velocity AI Agents into better operational and client outcomes.

    • BenefitPoint: What's New & What's Next

    • Your Agentic Agency: Keys to Success with Benefit Plan Agent in BenefitPoint

    • Help Shape BenefitPoint: AMS360 & Sagitta Integration Ideas Session

    • Better Together: BenefitPoint & Third-Party Integrations

    • BenefitPoint QuickSight 101: Overview, Navigation, & Q&A

    • BenefitPoint Power Moves: Beyond the Basics

    • BenefitPoint, Your Way: Practical Customization Strategies

    • Employee Benefits Compliance Without Surprises: From Data Quality to Audit Day

  • Transform document-driven servicing with ImageRight and Velocity AI Agents by improving workflow efficiency, collaboration, and consistency across teams and processes.

    • ImageRight: What's New & What's Next

    • Your Agentic Agency: Enabling Your Teams with Document Intelligence from ImageRight

    • Agencies Moving to ImageRight Browser: Change Management Done Right

    • Help Shape the Future of Your Agentic Agency: Document Intelligence & Workflow Automation with ImageRight

    • Beyond the Basics: Creative Uses for ImageRight APIs

    • Velocity Document Intelligence Agent in Action: Real-Life Lessons Learned on Accelerating Agency Work

    • Ask the Experts: ImageRight Roundtable Discussions

    • ImageRight Tips & Tricks: Get More Out of Every Click for Agencies & Carriers

    • Mastering Email Receivers: Get Documents into ImageRight Faster

  • Work smarter in QQCatalyst with practical guidance, product updates, and best practices that simplify daily tasks and support stronger client service.

    • QQCatalyst: What's New & What's Next

    • QQCatalyst User Discussion with Vertafore Product Team

    • Maximize Your Tools: Sales & Service with QQCatalyst, AgencyZoom, & PL Rating

    • Exploring the Transformation: Enhancing Productivity & Efficiency with the New QQCatalyst

    • Simplifying Reconciliation: Mastering Your QQCatalyst Download & Commission Workflows

  • Get the most out of Sagitta with proven practices, evolving capabilities, and workflow strategies that integrate Velocity AI Agents to help streamline operations and support more effective account servicing.

    • Sagitta: What's New & What's Next

    • Your Agentic Agency: Gaining Momentum with Velocity AI Agents & Sagitta

    • Your Agentic Agency: Trusted Knowledge Inside AgencyOne with Velocity Insurance Expert Agent

    • Change with Confidence: Understanding the Impact of Sagitta Data Changes

    • Help Shape the Future of Sagitta: Design Partner for a Day

    • From Manual to Automated: Utilizing APIs with Sagitta

    • Mastering Complex Invoicing in Sagitta

    • Sagitta Accounting Tips & Tricks

    • Sagitta Servicing Tips & Tricks

    • AI in Action: Sagitta Direct Bill Reconciliation

    • AI in Action: Sagitta Policy Intake Agent & Email Agent

    • Better Together: Sagitta + Certificates + InsurLink

    • Sagitta + AgencyOne: Powering Better Agency Management

  • See how AgencyOne brings together connected workflows and data across Vertafore solutions and Velocity AI Agents to simplify work, surface insights, and help agencies get more real-life value from their technology.

    • The AgencyOne Vision: Where the Modern Agency is Going

    • The Connected Agency with AgencyOne: What's New & What's Next

    • From Connected to Agentic: The Next Generation of Agency Work with AgencyOne & Velocity AI

    • From Vision to Reality: Leading Advice on Your Journey to Become the Agentic Agency

    • Your Agentic Agency: Trusted Knowledge Inside AgencyOne with Velocity Insurance Expert Agent

    • Transforming Certificates Workflows within AgencyOne: What's New & What's Next

    • Leading the Shift to AgencyOne: Defining Operations & Sponsoring Your Agency's New Way of Working

    • Adopting AgencyOne: A Manager's Guide to Streamlined Agency Management

    • AgencyOne in Action: Smarter Service Workflows for Busy Teams

  • Move from opportunity to bound business more efficiently with strategies and best practices across Velocity AI Agents, PL Rating, and Commercial Submissions that improve quoting, submissions, and the overall client experience.

    • The Future of Quote & Bind: What's New & What's Next in Quoting Innovation

    • Commercial Submissions: What's New & What's Next

    • PL Rating: What's New & What's Next

    • Connect Your Quoting Data: Custom Import & Export APIs in Commercial Submissions & PL Rating

    • Moving Business Smarter: Remarket & Book Roll Fundamentals for Both Agencies & Carriers

    • Quote Better with AMS360: Connected Workflows

    • Power Moves with PL Rating Templates: Practical Ways to Work Smarter

    • From Forms to Market: Mastering ACORD Forms in Commercial Submissions

  • Create more consistent sales and service experiences with AgencyZoom through automation, smarter follow-up, and workflows that help teams stay connected to customers and opportunities.

    • AgencyZoom: What's New & What's Next

    • Connect the Client Journey: AgencyZoom, PL Rating, & Your Vertafore AMS

    • What Gets Measured Gets Done: Driving Team Performance & Accountability with AgencyZoom

    • Better Together: Connecting AgencyZoom, AMS360, & AgencyOne

    • AI in AgencyZoom: What's Working for Agencies

    • Maximizing Retention with AgencyZoom's Service Center

    • Beyond the Standard: Creative Ways to Use AgencyZoom

    • From Prospect to Policy: Building a Winning Sales Process with AgencyZoom

    • Integrating AgencyZoom Data: Leads, Customers, & Contacts

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Power what's possible for your business.

Join the Vertafore and NetVU community in San Antonio, May 17-20, 2027

Register Now
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