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My Vertafore Support Portal provides access to multiple options for resolving your support needs.

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    Ready to take the next step? Contact Vertafore

    Corporate Headquarters

    Vertafore, Inc.
    11724 NE 195th
    Bothell, WA 98011

    Media Contact:
    Bailey Fox
    (Barokas PR for Vertafore)
    (206) 264-8220
    Vertafore@Barokas.com

Vertafore University

Effective training unlocks the true power of your Vertafore solution, allowing your team to minimize inefficiencies and maximize productivity. Vertafore University offers a wide range of learning options such as instructor-led training, webinars, and online courses.

Online eLearning

Access the power of our eLearning modules 24/7, taking advantage of the many product-specific and role-based courses to increase the productivity of your team, painstakingly developed by our in-house Instructional Designers with expertise in adult learning theory, multimedia, and the insurance industry. Courses cover a wide range of topics and Vertafore products - and are available anytime, anywhere.

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Live Virtual Classroom

KnowledgeCasts View All

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KnowledgeCasts are offered multiple times every week with topics to help you gain the most value out of your Vertafore solution - at no cost! Register today to join us each week for live sessions.  Who should attend: Any user.

Topic Date/Time
[PST]
Product Category
Platform QuickNavs: What they are, why you want them, and how they will have you working differently. Aug 24 11:30 AM Pacific Vertafore Agency Platform Tips and Tricks Register
What’s New in the Client Portal 2015 R3 Release Aug 26 11:00 AM Pacific Vertafore Client Portal Tips and Tricks Register
What’s New in AMS360 2015 Aug 27 11:30 AM Pacific AMS360 Tips and Tricks Register
So you have Platform...what's next? Aug 28 11:30 AM Pacific Vertafore Agency Platform Tips and Tricks Register
Transitioning from Classic to NextGen – Accounting Sep 3 11:30 AM Pacific AMS360 Tips and Tricks Register
Transitioning from Classic to NextGen – Workflows Sep 8 11:30 AM Pacific AMS360 Tips and Tricks Register
What’s New in AMS360 2015 Sep 10 11:30 AM Pacific AMS360 Tips and Tricks Register
BenefitPoint 15R2 Release Sep 15 09:15 AM Pacific BenefitPoint Tips and Tricks Register
Transitioning from Classic to NextGen – Accounting Sep 15 11:30 AM Pacific AMS360 Accounting Register
Transitioning from Classic to NextGen – Workflows Sep 22 11:30 AM Pacific AMS360 Tips and Tricks Register
What’s New in AMS360 2015 Sep 24 11:30 AM Pacific AMS360 Tips and Tricks Register
Client Portal 15R4 Release Sep 30 11:00 AM Pacific Vertafore Client Portal Tips and Tricks Register

Vertafore Agency Platform View All

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Access the power of the Vertafore Agency Platform by registering for one or more of the many scheduled training events for Service 24/7, ReferenceConnect and Producer Plus Administration or Producer Plus End User training.  Who should attend: Administrator and users of the systems.

Topic Date/Time
[PST]
Product Category
Producer Plus - Workflows Aug 21 12:00 PM Pacific Producer Plus End User Register
ReferenceConnect - Commercial Lines Module Aug 27 08:00 AM Pacific ReferenceConnect End User Register
Producer Plus Administration Sep 4 12:00 PM Pacific Producer Plus Administrator Register
ReferenceConnect - Commercial Lines Module Sep 2 01:00 PM Pacific ReferenceConnect End User Register
Producer Plus - Workflows Sep 4 12:00 PM Pacific Producer Plus End User Register
Producer Plus - Workflows Sep 9 12:00 PM Pacific Producer Plus End User Register
ReferenceConnect - Commercial Lines Module Sep 9 08:00 AM Pacific ReferenceConnect End User Register
Producer Plus Administration Sep 16 12:00 PM Pacific Producer Plus Administrator Register
ReferenceConnect - Commercial Lines Module Sep 16 01:00 PM Pacific ReferenceConnect End User Register
Producer Plus - Workflows Sep 18 12:00 PM Pacific Producer Plus End User Register
ReferenceConnect - Commercial Lines Module Sep 24 08:00 AM Pacific ReferenceConnect End User Register
Producer Plus - Workflows Sep 26 12:00 PM Pacific Producer Plus End User Register
ReferenceConnect - Commercial Lines Module Sep 29 01:00 PM Pacific ReferenceConnect End User Register
ReferenceConnect - Commercial Lines Module Oct 7 08:00 AM Pacific ReferenceConnect End User Register
ReferenceConnect - Commercial Lines Module Oct 13 01:00 PM Pacific ReferenceConnect End User Register
ReferenceConnect - Commercial Lines Module Oct 22 08:00 AM Pacific ReferenceConnect End User Register
ReferenceConnect - Commercial Lines Module Oct 28 01:00 PM Pacific ReferenceConnect End User Register

PL Rating View All

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Two hour training seminars on PL Rating with space for interaction and questions for your specific implementation.  Who should attend: Users and administrators of PL Rating.

Topic Date/Time
[PST]
Product Category
Consumer Rate Quotes Training Aug 25 09:00 AM Pacific PL Rating Administration Register
PL Rating Quoting Aug 25 11:30 AM Pacific PL Rating PL Rating Users Register
PL Rating Quoting Sep 1 07:00 AM Pacific PL Rating PL Rating Users Register
PL Rating Training - Setup and Administration Sep 1 09:00 AM Pacific PL Rating Administration Register
Consumer Rate Quotes Training Sep 8 09:00 AM Pacific PL Rating Administration Register
PL Rating Quoting Sep 8 11:30 AM Pacific PL Rating PL Rating Users Register
PL Rating Quoting Sep 15 07:00 AM Pacific PL Rating PL Rating Users Register
PL Rating Training - Setup and Administration Sep 15 09:00 AM Pacific PL Rating Administration Register
Consumer Rate Quotes Training Sep 22 09:00 AM Pacific PL Rating Administration Register
PL Rating Quoting Sep 22 11:30 AM Pacific PL Rating PL Rating Users Register

Pipeline Manager View All

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Get the most out of Pipeline, as either a Producer or System Administrator. Producers learn to use Pipeline to effectively manage you sales pipeline and Administrators learn to properly create the workflows that will help your team succeed.  Who should attend: Producers.

Topic Date/Time
[PST]
Product Category
Pipeline Manager - User Workflows Sep 3 11:30 AM Pacific Pipeline Manager Register
Pipeline Manager - Setup and Administration Sep 4 11:30 AM Pacific Pipeline Manager Register
Pipeline Manager - User Workflows Sep 17 11:30 AM Pacific Pipeline Manager Register
Pipeline Manager - Setup and Administration Sep 18 11:30 AM Pacific Pipeline Manager Register
Pipeline Manager - User Workflows Oct 1 11:30 AM Pacific Pipeline Manager Register
Pipeline Manager - Setup and Administration Oct 2 11:30 AM Pacific Pipeline Manager Register
Pipeline Manager - User Workflows Oct 15 11:30 AM Pacific Pipeline Manager Register
Pipeline Manager - Setup and Administration Oct 16 11:30 AM Pacific Pipeline Manager Register

TransactNOW View All

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General overview of TransactNOW, introducing you to the time and cost saving benefits of Real-Time with your Vertafore agency management system.  Who should attend: Anyone not currently using TransactNOW who simply wants to learn more about what TransactNOW offers.

Topic Date/Time
[PST]
Product Category
TransactNOW for VSSO Aug 25 07:00 AM Pacific TransactNOW User Workflows Register
TransactNOW for VSSO Aug 28 10:00 AM Pacific TransactNOW User Workflows Register
TransactNOW for VSSO Sep 1 11:30 AM Pacific TransactNOW User Workflows Register
TransactNOW for VSSO Sep 8 07:00 AM Pacific TransactNOW User Workflows Register
TransactNOW for VSSO Sep 11 07:00 AM Pacific TransactNOW User Workflows Register
TransactNOW for VSSO Sep 15 11:30 AM Pacific TransactNOW User Workflows Register
TransactNOW for VSSO Sep 22 07:00 AM Pacific TransactNOW User Workflows Register
TransactNOW for VSSO Sep 29 11:30 AM Pacific TransactNOW User Workflows Register

FSC Seminars View All

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Various training sessions on FSC Rater and FSC Manager products tailored for both new and experienced users.  Who should attend: FSC Rater and FSC Manager users.

Topic Date/Time
[PST]
Product Category
FSC Rater - Auto Aug 25 01:30 PM Pacific FSC Rater Register
FSC Rater - Auto Sep 8 01:30 PM Pacific FSC Rater Register
FSC Rater - Home Sep 10 01:30 PM Pacific FSC Rater General Register
FSC Rater - Auto Sep 22 01:30 PM Pacific FSC Rater Register
FSC Rater - Home Sep 24 01:30 PM Pacific FSC Rater General Register

Vertafore Single Sign-on View All

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If you are an AMS360 Online or PL Rating system administrator at your agency and have received an email invitation to activate your Vertafore Single Sign-On account, you can register to attend a Vertafore Single Sign-On workshop.

Topic Date/Time
[PST]
Product Category
VSSO Aug 28 09:00 AM Pacific AMS360 Register
VSSO Sep 9 09:00 AM Pacific AMS360 Register
VSSO Sep 25 09:00 AM Pacific AMS360 Register

AMS360 View All

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AMS360 Ready, Set, Go! Implementation - Core Role-based Training - Led by a Vertafore Training Consultant. Register for classes at a time that meets your needs.

Topic Date/Time
[PST]
Product Category
260 Accounting I: Receivables Aug 24 07:00 AM Pacific AMS360 Accounting Register
205 Policy Management II - Personal Lines Aug 24 08:30 AM Pacific AMS360 Policy and Plan Management Register
200 Policy Management II - Commercial Lines Aug 24 10:00 AM Pacific AMS360 Policy and Plan Management Register
225 Certificates Aug 24 12:00 PM Pacific AMS360 Certificates Register
240 Form Letters/ Proposals Aug 24 01:30 PM Pacific AMS360 Form Letters Register
Accounting II: Payables Aug 26 07:00 AM Pacific AMS360 Accounting Register
230 Claims Aug 26 08:30 AM Pacific AMS360 Claims Register
235 - Renewal List Tool Aug 26 01:30 PM Pacific AMS360 Policy and Plan Management Register
220 Data Import/Export Aug 26 10:00 AM Pacific AMS360 Import Export Register
262 Accounting III: End of Month Aug 28 07:00 AM Pacific AMS360 Accounting Register
250 Invoice Accounting Aug 28 08:30 AM Pacific AMS360 Accounting Register
263 Accounting IV: Direct Bill Aug 28 12:00 PM Pacific AMS360 Direct Bill Register
225 Certificates Aug 28 01:30 PM Pacific AMS360 Certificates Register
260 Accounting I: Receivables Aug 31 07:00 AM Pacific AMS360 Accounting Register
205 Policy Management II - Personal Lines Aug 31 08:30 AM Pacific AMS360 Policy and Plan Management Register
200 Policy Management II - Commercial Lines Aug 31 10:00 AM Pacific AMS360 Policy and Plan Management Register
225 Certificates Aug 31 12:00 PM Pacific AMS360 Certificates Register
240 Form Letters/ Proposals Aug 31 01:30 PM Pacific AMS360 Form Letters Register
Accounting II: Payables Sep 2 07:00 AM Pacific AMS360 Accounting Register
230 Claims Sep 2 08:30 AM Pacific AMS360 Claims Register
220 Data Import/Export Sep 2 10:00 AM Pacific AMS360 Import Export Register
235 - Renewal List Tool Sep 2 01:30 PM Pacific AMS360 Policy and Plan Management Register
262 Accounting III: End of Month Sep 4 07:00 AM Pacific AMS360 Accounting Register
250 Invoice Accounting Sep 4 08:30 AM Pacific AMS360 Accounting Register
Accounting II: Payables Sep 9 07:00 AM Pacific AMS360 Accounting Register
230 Claims Sep 9 08:30 AM Pacific AMS360 Claims Register
220 Data Import/Export Sep 9 10:00 AM Pacific AMS360 Import Export Register
235 - Renewal List Tool Sep 9 01:30 PM Pacific AMS360 Policy and Plan Management Register
262 Accounting III: End of Month Sep 11 07:00 AM Pacific AMS360 Accounting Register
250 Invoice Accounting Sep 11 08:30 AM Pacific AMS360 Accounting Register
263 Accounting IV - Direct Bill Sep 11 07:00 AM Pacific AMS360 Direct Bill Register
225 Certificates Sep 11 01:30 PM Pacific AMS360 Certificates Register
260 Accounting I: Receivables Sep 14 07:00 AM Pacific AMS360 Accounting Register
205 Policy Management II - Personal Lines Sep 14 08:30 AM Pacific AMS360 Policy and Plan Management Register
200 Policy Management II - Commercial Lines Sep 14 10:00 AM Pacific AMS360 Policy and Plan Management Register
225 Certificates Sep 14 12:00 PM Pacific AMS360 Certificates Register
240 Form Letters/ Proposals Sep 14 01:30 PM Pacific AMS360 Form Letters Register
Accounting II: Payables Sep 16 07:00 AM Pacific AMS360 Accounting Register
230 Claims Sep 16 08:30 AM Pacific AMS360 Claims Register
220 Data Import/Export Sep 16 10:00 AM Pacific AMS360 Import Export Register
235 - Renewal List Tool Sep 16 01:30 PM Pacific AMS360 Policy and Plan Management Register
262 Accounting III: End of Month Sep 18 07:00 AM Pacific AMS360 Accounting Register
250 Invoice Accounting Sep 18 08:30 AM Pacific AMS360 Accounting Register

Client Portal View All

Training sessions on Vertafore Client Portal. Who should attend: Client Portal users.

Topic Date/Time
[PST]
Product Category
Client Portal - Group Training Sep 4 10:00 AM Pacific Vertafore Client Portal Register
Client Portal - Group Training Sep 18 10:00 AM Pacific Vertafore Client Portal Register