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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

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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
What's New in AMS360 Mar 26 11:30 AM Pacific AMS360 Tips and Tricks Register
AMS360 - Let's talk about your documents tab! Apr 1 11:30 AM Pacific AMS360 Activities Register
What's New in AMS360 Apr 2 11:30 AM Pacific AMS360 Tips and Tricks Register
What's New in AMS360 Apr 9 11:30 AM Pacific AMS360 Tips and Tricks Register
TransactNOW with Sagitta Apr 15 10:00 AM Pacific Sagitta Register
Surplus Lines Apr 22 11:30 AM Pacific Sagitta Register
What's New in AMS360 Apr 23 11:30 AM Pacific AMS360 Tips and Tricks Register
What's New in AMS360 Apr 30 01:30 PM Pacific AMS360 Tips and Tricks Register
What's New in AMS360 May 7 11:30 AM Pacific AMS360 Tips and Tricks Register
Client level units at Risk May 13 11:30 AM Pacific Sagitta Register
Complex Claims May 20 11:30 AM Pacific Sagitta Register
Dunning Letters Jun 10 11:30 AM Pacific Sagitta Register
User Defined Data Jun 17 11:30 AM Pacific Sagitta Register
PERS/MyVertafore Jul 15 11:30 AM Pacific Sagitta Register
Staff Global Change Jul 22 11:30 AM Pacific Sagitta Register

Vertafore Agency Platform

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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
ReferenceConnect - Commercial Lines Module Mar 26 08:00 AM Pacific ReferenceConnect Register
ReferenceConnect - Commercial Lines Module Mar 31 01:00 PM Pacific ReferenceConnect Register
Producer Plus Administration Apr 1 12:00 PM Pacific Producer Plus Administrator Register
Producer Plus - Proposals Apr 2 12:00 PM Pacific Producer Plus End User Register
Producer Plus - Workflows Apr 3 12:00 PM Pacific Producer Plus End User Register
ReferenceConnect - Commercial Lines Module Apr 9 08:00 AM Pacific ReferenceConnect Register
ReferenceConnect - Commercial Lines Module Apr 13 01:00 PM Pacific ReferenceConnect Register
Producer Plus Administration Apr 15 12:00 PM Pacific Producer Plus Administrator Register
Producer Plus - Proposals Apr 16 12:00 PM Pacific Producer Plus End User Register
Producer Plus - Workflows Apr 17 12:00 PM Pacific Producer Plus End User Register
ReferenceConnect - Commercial Lines Module Apr 22 08:00 AM Pacific ReferenceConnect Register
ReferenceConnect - Commercial Lines Module Apr 30 01:00 PM Pacific ReferenceConnect Register
ReferenceConnect - Commercial Lines Module May 5 08:00 AM Pacific ReferenceConnect Register
ReferenceConnect - Commercial Lines Module May 11 01:00 PM Pacific ReferenceConnect Register
ReferenceConnect - Commercial Lines Module May 20 08:00 AM Pacific ReferenceConnect Register
ReferenceConnect - Commercial Lines Module May 28 01:00 PM Pacific ReferenceConnect Register

PL Rating

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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
PL Rating Training - Setup and Administration Mar 17 09:00 AM Pacific PL Rating Administration Register
PL Rating Quoting Mar 17 07:00 AM Pacific PL Rating PL Rating Users Register
PL Rating Quoting Mar 31 07:00 AM Pacific PL Rating PL Rating Users Register
Consumer Rate Quotes Training Mar 24 09:00 AM Pacific PL Rating Administration Register
PL Rating Quoting Mar 24 07:00 AM Pacific PL Rating PL Rating Users Register
PL Rating Training - Setup and Administration Mar 31 09:00 AM Pacific PL Rating Administration Register
Consumer Rate Quotes Training Apr 7 09:00 AM Pacific PL Rating Administration Register
PL Rating Quoting Mar 7 11:30 AM Pacific PL Rating PL Rating Users Register
PL Rating Quoting Apr 14 07:00 AM Pacific PL Rating PL Rating Users Register
PL Rating Training - Setup and Administration Apr 14 09:00 AM Pacific PL Rating Administration Register
Consumer Rate Quotes Training Apr 21 09:00 AM Pacific PL Rating Administration Register
PL Rating Quoting Apr 21 11:30 AM Pacific PL Rating PL Rating Users Register
PL Rating Quoting Apr 28 07:00 AM Pacific PL Rating PL Rating Users Register
PL Rating Training - Setup and Administration Apr 28 09:00 AM Pacific PL Rating Administration Register

Pipeline Manager

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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 Apr 2 11:30 AM Pacific Pipeline Manager Register
Pipeline Manager - Setup and Administrator Training Apr 3 11:30 AM Pacific Pipeline Manager Register
Pipeline Manager - User Workflows Apr 16 11:30 AM Pacific Pipeline Manager Register
Pipeline Manager - Setup and Administrator Training Apr 17 11:30 AM Pacific Pipeline Manager Register
Pipeline Manager - User Workflows Apr 30 11:30 AM Pacific Pipeline Manager Register
Pipeline Manager - Setup and Administrator Training May 1 11:30 AM Pacific Pipeline Manager Register
Pipeline Manager - User Workflows May 14 11:30 AM Pacific Pipeline Manager Register
Pipeline Manager - Setup and Administrator Training May 15 11:30 AM Pacific Pipeline Manager Register
Pipeline Manager - User Workflows May 28 11:30 AM Pacific Pipeline Manager Register
Pipeline Manager - Setup and Administrator Training May 29 11:30 AM Pacific Pipeline Manager Register

TransactNOW

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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 AMS360 Training Mar 24 07:00 AM Pacific TransactNOW User Workflows Register
TransactNOW for AMS360 Training Mar 27 11:30 AM Pacific TransactNOW User Workflows Register
TransactNOW for AMS360 Training Mar 31 11:30 AM Pacific TransactNOW User Workflows Register
TransactNOW for AMS360 Training Apr 7 07:00 AM Pacific TransactNOW User Workflows Register
TransactNOW for AMS360 Training Apr 10 10:00 AM Pacific TransactNOW User Workflows Register
TransactNOW for AMS360 Training Apr 14 11:30 AM Pacific TransactNOW User Workflows Register
TransactNOW for AMS360 Training Apr 21 07:00 AM Pacific TransactNOW User Workflows Register
TransactNOW for AMS360 Training Apr 28 11:30 AM Pacific TransactNOW User Workflows Register
TransactNOW for AMS360 Training May 5 07:00 AM Pacific TransactNOW User Workflows Register
TransactNOW for AMS360 Training May 12 11:30 AM Pacific TransactNOW User Workflows Register
TransactNOW for AMS360 Training May 19 07:00 AM Pacific TransactNOW User Workflows Register

FSC Seminars

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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
FSR Rater - Auto Mar 24 01:30 PM Pacific FSC Rater Register
FSC Rater - Home Mar 26 01:30 PM Pacific FSC Rater General Register
FSR Rater - Auto Apr 14 01:30 PM Pacific FSC Rater Register
FSC Rater - Home Apr 16 01:30 PM Pacific FSC Rater General Register
FSR Rater - Auto Apr 21 01:30 PM Pacific FSC Rater Register
FSC Rater - Home Apr 23 01:30 PM Pacific FSC Rater General Register
FSR Rater - Auto May 12 01:30 PM Pacific FSC Rater Register
FSC Rater - Home May 14 01:30 PM Pacific FSC Rater General Register

Vertafore Single Sign-on

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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
Vertafore Single Sign On - System Administration Mar 26 10:00 AM Pacific Vertafore Single Sign-On Administration Register
Vertafore Single Sign On - System Administration Apr 2 10:00 AM Pacific Vertafore Single Sign-On Administration Register
Client Portal - Group Training Apr 3 10:00 AM Pacific AMS360 Register
Vertafore Single Sign On - System Administration Apr 9 10:00 AM Pacific Vertafore Single Sign-On Administration Register
Vertafore Single Sign On - System Administration Apr 16 10:00 AM Pacific Vertafore Single Sign-On Administration Register
Client Portal - Group Training Apr 17 10:00 AM Pacific AMS360 Register
Vertafore Single Sign On - System Administration Apr 23 10:00 AM Pacific Vertafore Single Sign-On Administration Register

AMS360

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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 Mar 23 07:00 AM Pacific AMS360 Accounting Register
205 Policy Management II - Personal Lines Mar 23 08:30 AM Pacific AMS360 Policy and Plan Management Register
200 Policy Management II - Commercial Lines Mar 23 10:00 AM Pacific AMS360 Policy and Plan Management Register
225 Certificates Mar 23 12:00 PM Pacific AMS360 Certificates Register
240 Form Letters/ Proposals Mar 23 01:30 PM Pacific AMS360 Form Letters Register
235 Renewal List Tool Mar 24 07:00 AM Pacific AMS360 Renewals Register
220 Data Import/Export Mar 24 08:30 AM Pacific AMS360 Import Export Register
230 Claims Mar 24 10:00 AM Pacific AMS360 Claims Register
250 Invoice Accounting Mar 24 12:00 PM Pacific AMS360 Accounting Register
205 Policy Management II - Personal Lines Mar 24 01:30 PM Pacific AMS360 Policy and Plan Management Register
Accounting II: Payables Mar 25 07:00 AM Pacific AMS360 Accounting Register
Beginning Balance Workshop Mar 25 09:00 AM Pacific AMS360 Accounting Register
230 Claims Mar 25 08:30 AM Pacific AMS360 Claims Register
220 Data Import/Export Mar 25 10:00 AM Pacific AMS360 Import Export Register
260 Accounting I: Receivables Mar 25 12:00 PM Pacific AMS360 Accounting Register
200 Policy Management II - Commercial Lines Mar 25 01:30 PM Pacific AMS360 Policy and Plan Management Register
225 Certificates Mar 26 07:00 AM Pacific AMS360 Certificates Register
240 Form Letters/ Proposals Mar 26 08:30 AM Pacific AMS360 Form Letters Register
Accounting II: Payables Mar 26 12:00 PM Pacific AMS360 Accounting Register
235 Renewal List Tool Mar 26 01:30 PM Pacific AMS360 Renewals Register
262 Accounting III: End of Month Mar 27 07:00 AM Pacific AMS360 Accounting Register
250 Invoice Accounting Mar 27 08:30 AM Pacific AMS360 Accounting Register
262 Accounting III: End of Month Mar 27 12:00 PM Pacific AMS360 Accounting Register
225 Certificates Mar 27 01:30 PM Pacific AMS360 Certificates Register
260 Accounting I: Receivables Mar 30 07:00 AM Pacific AMS360 Accounting Register
205 Policy Management II - Personal Lines Mar 30 08:30 AM Pacific AMS360 Policy and Plan Management Register
200 Policy Management II - Commercial Lines Mar 30 10:00 AM Pacific AMS360 Policy and Plan Management Register
225 Certificates Mar 30 12:00 PM Pacific AMS360 Certificates Register
240 Form Letters/ Proposals Mar 30 01:30 PM Pacific AMS360 Form Letters Register
235 Renewal List Tool Mar 31 07:00 AM Pacific AMS360 Renewals Register
220 Data Import/Export Mar 31 08:30 AM Pacific AMS360 Import Export Register
230 Claims Mar 31 10:00 AM Pacific AMS360 Claims Register
250 Invoice Accounting Mar 31 12:00 PM Pacific AMS360 Accounting Register
205 Policy Management II - Personal Lines Mar 31 01:30 PM Pacific AMS360 Policy and Plan Management Register
Beginning Balance Workshop Apr 1 09:00 AM Pacific AMS360 Accounting Register
Accounting II: Payables Apr 1 07:00 AM Pacific AMS360 Accounting Register
230 Claims Apr 1 08:30 AM Pacific AMS360 Claims Register
220 Data Import/Export Apr 1 10:00 AM Pacific AMS360 Import Export Register
200 Policy Management II - Commercial Lines Apr 1 10:00 AM Pacific AMS360 Policy and Plan Management Register
225 Certificates Apr 2 07:00 AM Pacific AMS360 Certificates Register
240 Form Letters/ Proposals Apr 2 08:30 AM Pacific AMS360 Form Letters Register
235 Renewal List Tool Apr 2 01:30 PM Pacific AMS360 Renewals Register
262 Accounting III: End of Month Apr 3 07:00 AM Pacific AMS360 Accounting Register
250 Invoice Accounting Apr 3 08:30 AM Pacific AMS360 Accounting Register
225 Certificates Apr 3 01:30 PM Pacific AMS360 Certificates Register
260 Accounting I: Receivables Apr 6 07:00 AM Pacific AMS360 Accounting Register
205 Policy Management II - Personal Lines Apr 6 08:30 AM Pacific AMS360 Policy and Plan Management Register
200 Policy Management II - Commercial Lines Apr 6 10:00 AM Pacific AMS360 Policy and Plan Management Register
225 Certificates Apr 6 12:00 PM Pacific AMS360 Certificates Register
240 Form Letters/ Proposals Apr 6 01:30 PM Pacific AMS360 Form Letters Register
235 Renewal List Tool Apr 7 07:00 AM Pacific AMS360 Renewals Register
220 Data Import/Export Apr 7 08:30 AM Pacific AMS360 Import Export Register
230 Claims Apr 7 10:00 AM Pacific AMS360 Claims Register
205 Policy Management II - Personal Lines Apr 7 12:00 PM Pacific AMS360 Policy and Plan Management Register
205 Policy Management II - Personal Lines Apr 7 01:30 PM Pacific AMS360 Policy and Plan Management Register
Accounting II: Payables Apr 8 07:00 AM Pacific AMS360 Accounting Register
230 Claims Apr 8 08:30 AM Pacific AMS360 Claims Register
Beginning Balance Workshop Apr 8 09:00 AM Pacific AMS360 Accounting Register
220 Data Import/Export Apr 8 10:00 AM Pacific AMS360 Import Export Register
260 Accounting I: Receivables Apr 6 12:00 PM Pacific AMS360 Accounting Register
200 Policy Management II - Commercial Lines Apr 8 01:30 PM Pacific AMS360 Policy and Plan Management Register
225 Certificates Apr 9 07:00 AM Pacific AMS360 Certificates Register
240 Form Letters/ Proposals Apr 9 08:30 AM Pacific AMS360 Form Letters Register
Accounting II: Payables Apr 9 12:00 PM Pacific AMS360 Accounting Register
235 Renewal List Tool Apr 9 01:30 PM Pacific AMS360 Renewals Register
262 Accounting III: End of Month Apr 10 07:00 AM Pacific AMS360 Accounting Register
250 Invoice Accounting Apr 10 08:30 AM Pacific AMS360 Accounting Register
Accounting II: Payables Apr 10 12:00 PM Pacific AMS360 Accounting Register
225 Certificates Apr 10 01:30 PM Pacific AMS360 Certificates Register
260 Accounting I: Receivables Apr 13 07:00 AM Pacific AMS360 Accounting Register
205 Policy Management II - Personal Lines Apr 13 08:30 AM Pacific AMS360 Policy and Plan Management Register
200 Policy Management II - Commercial Lines Apr 13 10:00 AM Pacific AMS360 Policy and Plan Management Register
225 Certificates Apr 13 12:00 PM Pacific AMS360 Certificates Register
240 Form Letters/ Proposals Apr 13 01:30 PM Pacific AMS360 Form Letters Register
235 Renewal List Tool Apr 14 07:00 AM Pacific AMS360 Renewals Register
220 Data Import/Export Apr 14 08:30 AM Pacific AMS360 Import Export Register
230 Claims Apr 14 10:00 AM Pacific AMS360 Claims Register
250 Invoice Accounting Apr 14 12:00 PM Pacific AMS360 Accounting Register
205 Policy Management II - Personal Lines Apr 14 08:30 AM Pacific AMS360 Policy and Plan Management Register
Accounting II: Payables Apr 15 07:00 AM Pacific AMS360 Accounting Register
Beginning Balance Workshop Apr 15 09:00 AM Pacific AMS360 Accounting Register
230 Claims Apr 15 08:30 AM Pacific AMS360 Claims Register
220 Data Import/Export Apr 15 10:00 AM Pacific AMS360 Import Export Register
200 Policy Management II - Commercial Lines Apr 15 01:30 PM Pacific AMS360 Policy and Plan Management Register
225 Certificates Apr 16 07:00 AM Pacific AMS360 Certificates Register
240 Form Letters/ Proposals Apr 16 08:30 AM Pacific AMS360 Form Letters Register
235 Renewal List Tool Apr 16 01:30 PM Pacific AMS360 Renewals Register
262 Accounting III: End of Month Apr 17 07:00 AM Pacific AMS360 Accounting Register
250 Invoice Accounting Apr 17 08:30 AM Pacific AMS360 Accounting Register
225 Certificates Apr 17 01:30 PM Pacific AMS360 Certificates Register
260 Accounting I: Receivables Apr 20 07:00 AM Pacific AMS360 Accounting Register
205 Policy Management II - Personal Lines Apr 20 08:30 AM Pacific AMS360 Policy and Plan Management Register
200 Policy Management II - Commercial Lines Apr 20 10:00 AM Pacific AMS360 Policy and Plan Management Register
225 Certificates Apr 20 12:00 PM Pacific AMS360 Certificates Register
240 Form Letters/ Proposals Apr 20 01:30 PM Pacific AMS360 Form Letters Register
Beginning Balance Workshop Apr 22 09:00 AM Pacific AMS360 Accounting Register
Beginning Balance Workshop Apr 29 09:00 AM Pacific AMS360 Accounting Register