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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.

Learn your way, onsite or live online

Our training specialists provide onsite and live online training tailored to fit your needs and help ensure the highest possible return on your investment. Experienced and professional Vertafore personnel can provide training such as:


See what is available in our Live Virtual Classroom

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.

View Courses

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 Product Category
What's New in AMS360 Jan 15 11:30 AM AMS360 Tips and Tricks Register
Reference Connect NCCI Content Jan 16 11:30 AM ReferenceConnect Register
AMS360 Target Lists Jan 20 11:30 AM AMS360 Register
What's New in AMS360 Jan 22 11:30 AM AMS360 Tips and Tricks Register
Introduction to AMS360 Accounting Jan 21 01:30 PM AMS360 Accounting Register
Renewal Tool versus Expiring Policies Report Jan 27 11:30 AM AMS360 Renewals Register
What's New in AMS360 Jan 29 11:30 AM AMS360 Tips and Tricks Register
Schedules and Proposal Customization Feb 3 11:30 AM AMS360 Register
Introduction to AMS360 Accounting Feb 4 01:30 PM AMS360 Accounting Register
What's New in AMS360 Feb 5 01:30 PM AMS360 Tips and Tricks Register
What's New in AMS360 Feb 12 11:30 AM AMS360 Tips and Tricks Register
Staff Code Global Change Feb 17 11:30 AM AMS360 Register
What's New in AMS360 Feb 19 01:30 PM AMS360 Tips and Tricks Register
Sales tools in AMS360 Feb 24 11:30 AM AMS360 Register
What's New in AMS360 Feb 26 11:30 AM AMS360 Tips and Tricks Register
What's New in AMS360 Mar 5 11:30 AM AMS360 Tips and Tricks Register
What's New in AMS360 Mar 12 11:30 AM AMS360 Tips and Tricks 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 Product Category
Producer Plus - Administrator Training Jan 14 09:00 AM Producer Plus Administrator Register
Producer Plus - Proposals Jan 15 09:00 AM Producer Plus End User Register
ReferenceConnect - Commercial Lines Module Jan 16 08:00 AM ReferenceConnect Register
Producer Plus - End User Training Jan 16 09:00 AM Producer Plus End User Register
ReferenceConnect - Commercial Lines Module Jan 20 01:00 PM ReferenceConnect Register
Producer Plus - Administrator Training Jan 21 09:00 AM Producer Plus Administrator Register
Service 24/7 - Group Training Jan 22 09:00 AM AMS360 Administrator Register
Producer Plus - End User Training Jan 23 09:00 AM Producer Plus End User Register
Producer Plus - Administrator Training Jan 28 09:00 AM Producer Plus Administrator Register
ReferenceConnect - Commercial Lines Module Jan 29 08:00 AM ReferenceConnect Register
Producer Plus - Proposals Jan 29 09:00 AM Producer Plus End User Register
Service 24/7 - Group Training Jan 30 10:00 AM AMS360 Register
Producer Plus - End User Training Jan 30 09:00 AM Producer Plus End User Register
Producer Plus Administration Feb 4 12:00 PM Producer Plus Administrator Register
ReferenceConnect - Commercial Lines Module Feb 4 01:00 PM ReferenceConnect Register
ReferenceConnect - Commercial Lines Module Feb 12 08:00 AM ReferenceConnect Register
Service 24/7 - Group Training Feb 13 10:00 AM AMS360 Register
ReferenceConnect - Commercial Lines Module Feb 17 01:00 PM ReferenceConnect Register
ReferenceConnect - Commercial Lines Module Feb 25 08:00 AM 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 Product Category
Consumer Rate Quotes Training Jan 13 02:00 PM PL Rating Administration Register
PL Rating Training - User Workflows Jan 13 08:00 AM PL Rating PL Rating Users Register
PL Rating Training - Setup and Administration Jan 13 10:30 AM PL Rating Administration Register
PL Rating Training - User Workflows Jan 20 08:00 AM PL Rating PL Rating Users Register
PL Rating Training - Setup and Administration Jan 20 10:30 AM PL Rating Administration Register
Consumer Rate Quotes Training Jan 20 06:30 AM PL Rating Administration Register
PL Rating Training - User Workflows Jan 27 08:00 AM PL Rating PL Rating Users Register
PL Rating Training - Setup and Administration Jan 27 10:30 AM PL Rating Administration Register
Consumer Rate Quotes Training Jan 27 02:00 PM PL Rating Administration Register
PL Rating Auto Quoting Feb 3 07:00 AM PL Rating PL Rating Users Register
PL Rating Training - Setup and Administration Feb 3 09:00 AM PL Rating Administration Register
PL Rating Home & Quoting Feb 3 11:30 AM PL Rating PL Rating Users Register
PL Rating Home & Quoting + TransactNow Feb 10 07:00 AM PL Rating PL Rating Users Register
PL Rating Auto Quoting + TransactNow Feb 10 11:30 AM PL Rating PL Rating Users Register
Consumer Rate Quotes Training Feb 10 09:00 AM PL Rating Administration Register
PL Rating Auto Quoting + TransactNow Feb 17 07:00 AM PL Rating PL Rating Users Register
PL Rating Training - Setup and Administration Feb 17 09:00 AM PL Rating Administration Register
PL Rating Home & Quoting + TransactNow Feb 17 11:30 AM PL Rating PL Rating Users Register
PL Rating Home & Quoting + TransactNow Feb 24 07:00 AM PL Rating PL Rating Users Register
Consumer Rate Quotes Training Feb 24 09:00 AM PL Rating Administration Register
PL Rating Auto Quoting + TransactNow Feb 24 11:30 AM PL Rating PL Rating Users Register
PL Rating Auto Quoting + TransactNow Mar 3 07:00 AM PL Rating PL Rating Users Register
PL Rating Training - Setup and Administration Mar 3 09:00 AM PL Rating Administration Register
PL Rating Home & Quoting + TransactNow Mar 3 11:30 AM PL Rating PL Rating Users Register
PL Rating Home & Quoting + TransactNow Mar 10 07:00 AM PL Rating PL Rating Users Register
Consumer Rate Quotes Training Mar 10 09:00 AM PL Rating Administration Register
PL Rating Auto Quoting Mar 10 11:30 AM PL Rating PL Rating Users 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 Product Category
Pipeline Manager - User Workflows Jan 22 11:30 AM Pipeline Manager Register
Pipeline Manager - User Workflows Feb 5 11:30 AM Pipeline Manager Register
Pipeline Manager - Setup and Administrator Training Jan 23 11:30 AM Pipeline Manager Register
Pipeline Manager - Setup and Administrator Training Feb 6 11:30 AM Pipeline Manager Register
Pipeline Manager - User Workflows Feb 19 11:30 AM Pipeline Manager Register
Pipeline Manager - Setup and Administrator Training Feb 20 11:30 AM Pipeline Manager Register
Pipeline Manager - User Workflows Mar 5 11:30 AM Pipeline Manager Register
Pipeline Manager - Setup and Administrator Training Mar 6 11:30 AM 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 Product Category
TransactNOW for AMS360 Training Jan 13 12:30 PM TransactNOW User Workflows Register
TransactNOW for AMS360 Training Jan 20 12:30 PM TransactNOW User Workflows Register
TransactNOW for AMS360 Training Jan 27 12:30 PM TransactNOW User Workflows Register
TransactNOW for AMS360 Training Feb 3 11:30 PM TransactNOW User Workflows Register
TransactNOW for AMS360 Training Feb 10 11:30 PM TransactNOW User Workflows Register
TransactNOW for AMS360 Training Feb 17 11:30 PM TransactNOW User Workflows Register
TransactNOW for AMS360 Training Feb 24 11:30 PM TransactNOW User Workflows Register
TransactNOW for AMS360 Training Mar 3 11:30 PM 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 Product Category
FSC Rater - Auto Jan 13 10:00 AM FSC Rater General Register
FSC Rater - Home Jan 15 10:00 AM FSC Rater General Register
FSC Rater - CA Jan 27 10:00 AM FSC Rater General Register
FSC Rater - Auto Feb 3 10:00 AM FSC Rater General Register
FSC Rater - Home Feb 5 10:00 AM 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 Product Category
Vertafore Single Sign On - System Administration Jan 15 09:00 AM AMS360 Administration Register
Vertafore Single Sign On - System Administration Jan 23 09:00 AM AMS360 Administration Register
Vertafore Single Sign On - System Administration Jan 29 09:00 AM AMS360 Administration Register
VSSO System Administration Feb 5 10:00 AM Vertafore Single Sign-On Administration Register
Vertafore Single Sign On - System Administration Feb 12 10:00 AM Vertafore Single Sign-On Administration Register
Vertafore Single Sign On - System Administration Feb 20 10:00 AM Vertafore Single Sign-On Administration Register
Vertafore Single Sign On - System Administration Feb 26 10:00 AM 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 Product Category
235 Renewal List Tool Jan 20 07:00 AM AMS360 Renewals Register
225 Certificates Jan 20 10:00 AM AMS360 Certificates Register
220 Data Import/Export Jan 21 07:00 AM AMS360 Import Export Register
205 Policy Management II - Personal Lines Jan 21 08:30 AM AMS360 Policy and Plan Management Register
200 Policy Management II - Commercial Lines Jan 21 10:00 AM AMS360 Policy and Plan Management Register
225 Certificates Jan 21 12:00 PM AMS360 Certificates Register
230 Claims Jan 21 01:30 PM AMS360 Claims Register
225 Certificates Jan 22 07:00 AM AMS360 Certificates Register
240 Form Letters/ Proposals Jan 22 08:30 AM AMS360 Form Letters Register
262 Accounting III Jan 22 10:00 AM AMS360 Accounting Register
250 Invoice Accounting Jan 22 01:30 PM AMS360 Accounting Register
200 Policy Management II - Commercial Lines Jan 23 08:30 AM AMS360 Policy and Plan Management Register
225 Certificates Jan 23 10:00 AM AMS360 Certificates Register
235 Renewal List Tool Jan 23 12:00 PM AMS360 Renewals Register
260 Accounting I Jan 23 01:30 PM AMS360 Accounting Register
260 Accounting I Jan 26 07:00 AM AMS360 Accounting Register
205 Policy Management II - Personal Lines Jan 26 08:30 AM AMS360 Policy and Plan Management Register
200 Policy Management II - Commercial Lines Jan 26 10:00 AM AMS360 Policy and Plan Management Register
225 Certificates Jan 26 12:00 PM AMS360 Certificates Register
240 Form Letters/ Proposals Jan 26 01:30 PM AMS360 Form Letters Register
235 Renewal List Tool Jan 27 07:00 AM AMS360 Renewals Register
220 Data Import/Export Jan 27 08:30 AM AMS360 Import Export Register
230 Claims Jan 27 10:00 AM AMS360 Claims Register
250 Invoice Accounting Jan 27 12:00 PM AMS360 Accounting Register
205 Policy Management II - Personal Lines Jan 27 01:30 PM AMS360 Policy and Plan Management Register
261 Accounting II Jan 28 07:00 AM AMS360 Accounting Register
230 Claims Jan 28 08:30 AM AMS360 Claims Register
220 Data Import/Export Jan 28 10:00 AM AMS360 Import Export Register
260 Accounting I Jan 28 12:00 PM AMS360 Accounting Register
200 Policy Management II - Commercial Lines Jan 28 01:30 PM AMS360 Policy and Plan Management Register
225 Certificates Jan 29 07:00 AM AMS360 Certificates Register
240 Form Letters/ Proposals Jan 29 08:30 AM AMS360 Form Letters Register
261 Accounting II Jan 29 12:00 PM AMS360 Accounting Register
235 Renewal List Tool Jan 29 01:30 PM AMS360 Renewals Register
262 Accounting III Jan 30 07:00 AM AMS360 Accounting Register
250 Invoice Accounting Jan 30 08:30 AM AMS360 Accounting Register
262 Accounting III Jan 30 12:00 PM AMS360 Accounting Register
225 Certificates Jan 30 01:30 PM AMS360 Certificates Register
260 Accounting I Feb 2 07:00 AM AMS360 Accounting Register
205 Policy Management II - Personal Lines Feb 2 08:30 AM AMS360 Policy and Plan Management Register
200 Policy Management II - Commercial Lines Feb 2 10:00 AM AMS360 Policy and Plan Management Register
225 Certificates Feb 2 12:00 PM AMS360 Certificates Register
240 Form Letters/ Proposals Feb 2 01:30 PM AMS360 Form Letters Register
235 Renewal List Tool Feb 3 07:00 AM AMS360 Renewals Register
220 Data Import/Export Feb 3 08:30 AM AMS360 Import Export Register
230 Claims Feb 3 10:00 AM AMS360 Claims Register
250 Invoice Accounting Feb 3 12:00 PM AMS360 Accounting Register
205 Policy Management II - Personal Lines Feb 3 01:30 PM AMS360 Policy and Plan Management Register
261 Accounting II Feb 4 07:00 AM AMS360 Accounting Register
230 Claims Feb 4 08:30 AM AMS360 Claims Register
220 Data Import/Export Feb 4 10:00 AM AMS360 Import Export Register
205 Policy Management II - Personal Lines Feb 4 01:30 PM AMS360 Policy and Plan Management Register
225 Certificates Feb 5 07:00 AM AMS360 Certificates Register
240 Form Letters/ Proposals Feb 5 01:30 PM AMS360 Form Letters Register
235 Renewal List Tool Feb 5 01:30 PM AMS360 Renewals Register
262 Accounting III Feb 6 07:00 AM AMS360 Accounting Register
250 Invoice Accounting Feb 6 08:30 AM AMS360 Accounting Register
225 Certificates Feb 6 01:30 PM AMS360 Certificates Register
260 Accounting I Feb 9 07:00 AM AMS360 Accounting Register
205 Policy Management II - Personal Lines Feb 9 08:30 AM AMS360 Policy and Plan Management Register
200 Policy Management II - Commercial Lines Feb 9 10:00 AM AMS360 Policy and Plan Management Register
225 Certificates Feb 9 12:00 PM AMS360 Certificates Register
240 Form Letters/ Proposals Feb 9 01:30 PM AMS360 Form Letters Register
235 Renewal List Tool Feb 10 07:00 AM AMS360 Renewals Register
220 Data Import/Export Feb 10 08:30 AM AMS360 Import Export Register
230 Claims Feb 10 10:00 AM AMS360 Claims Register
250 Invoice Accounting Feb 10 12:00 PM AMS360 Accounting Register
205 Policy Management II - Personal Lines Feb 10 01:30 PM AMS360 Policy and Plan Management Register
261 Accounting II Feb 11 07:00 AM AMS360 Accounting Register
230 Claims Feb 11 08:30 AM AMS360 Claims Register
220 Data Import/Export Feb 3 10:00 AM AMS360 Import Export Register
260 Accounting I Feb 11 12:00 PM AMS360 Accounting Register
200 Policy Management II - Commercial Lines Feb 11 01:30 PM AMS360 Policy and Plan Management Register
225 Certificates Feb 12 07:00 AM AMS360 Certificates Register
240 Form Letters/ Proposals Feb 12 08:30 AM AMS360 Form Letters Register
261 Accounting II Feb 12 12:00 PM AMS360 Accounting Register
235 Renewal List Tool Feb 12 01:30 PM AMS360 Renewals Register
262 Accounting III Feb 13 07:00 AM AMS360 Accounting Register
250 Invoice Accounting Feb 13 08:30 AM AMS360 Accounting Register
262 Accounting III Feb 13 12:00 PM AMS360 Accounting Register
225 Certificates Feb 13 01:30 PM AMS360 Certificates Register
235 Renewal List Tool Feb 17 07:00 AM AMS360 Renewals Register
220 Data Import/Export Feb 17 08:30 AM AMS360 Import Export Register
230 Claims Feb 17 10:00 AM AMS360 Claims Register
250 Invoice Accounting Feb 17 12:00 PM AMS360 Accounting Register
205 Policy Management II - Personal Lines Feb 17 01:30 PM AMS360 Policy and Plan Management Register
261 Accounting II Feb 18 07:00 AM AMS360 Accounting Register
230 Claims Feb 18 08:30 AM AMS360 Claims Register
220 Data Import/Export Feb 18 10:00 AM AMS360 Import Export Register
200 Policy Management II - Commercial Lines Feb 18 01:30 PM AMS360 Policy and Plan Management Register
225 Certificates Feb 13 07:00 AM AMS360 Certificates Register
225 Certificates Feb 20 01:30 PM AMS360 Certificates Register
Beginning Balance Workshop Feb 19 09:00 AM AMS360 Accounting Register
240 Form Letters/ Proposals Feb 19 08:30 AM AMS360 Form Letters Register
235 Renewal List Tool Feb 19 01:30 PM AMS360 Renewals Register
262 Accounting III Feb 20 07:00 AM AMS360 Accounting Register
250 Invoice Accounting Feb 20 08:30 AM AMS360 Accounting Register
260 Accounting I Feb 23 07:00 AM AMS360 Accounting Register
205 Policy Management II - Personal Lines Feb 23 08:30 AM AMS360 Policy and Plan Management Register
200 Policy Management II - Commercial Lines Feb 23 10:00 AM AMS360 Policy and Plan Management Register
225 Certificates Feb 23 12:00 PM AMS360 Certificates Register
240 Form Letters/ Proposals Feb 23 01:30 PM AMS360 Form Letters Register
Beginning Balance Workshop Feb 25 09:00 AM AMS360 Accounting Register