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    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.

View Courses

Live Virtual Classroom

KnowledgeCasts View Trainings

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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
Complex Claims May 20 11:30 AM Pacific Sagitta Register
What's New in AMS360 May 21 11:30 AM Pacific AMS360 Tips and Tricks Register
VSSO & Platform Implementation Jun 4 01:30 PM Pacific Vertafore Agency Platform Tips and Tricks Register
What's New in AMS360 Jun 4 11:30 AM Pacific AMS360 Tips and Tricks Register
Dunning Letters Jun 10 11:30 AM Pacific Sagitta Register
What's New in AMS360 Jun 11 11:30 AM Pacific AMS360 Tips and Tricks Register
User Defined Data Jun 17 11:30 AM Pacific Sagitta Register
What's New in AMS360 Jun 18 11:30 AM Pacific AMS360 Tips and Tricks Register
Platform, WorkTiles, QuickNavs, and Work Queues Jul 1 11:30 AM Pacific Vertafore Agency Platform Tips and Tricks 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 View Trainings

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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 May 20 08:00 AM Pacific ReferenceConnect End User Register
ReferenceConnect - Commercial Lines Module May 28 01:00 PM Pacific ReferenceConnect End User Register
Producer Plus Administration May 27 12:00 PM Pacific Producer Plus Administrator Register
Producer Plus - Proposals May 28 12:00 PM Pacific Producer Plus End User Register
Producer Plus - Workflows May 29 12:00 PM Pacific Producer Plus End User Register
ReferenceConnect - Commercial Lines Module Jun 2 08:00 AM Pacific ReferenceConnect Register
ReferenceConnect - Commercial Lines Module Jun 10 01:00 PM Pacific ReferenceConnect End User Register
Producer Plus Administration Jun 10 12:00 PM Pacific Producer Plus Administrator Register
Producer Plus - Proposals Jun 11 12:00 PM Pacific Producer Plus End User Register
Producer Plus - Workflows Jun 12 12:00 PM Pacific Producer Plus End User Register
ReferenceConnect - Commercial Lines Module Jun 18 08:00 AM Pacific ReferenceConnect End User Register
ReferenceConnect - Commercial Lines Module Jun 22 01:00 PM Pacific ReferenceConnect End User Register

PL Rating View Trainings

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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 Quoting May 22 01:30 PM Pacific PL Rating PL Rating Users Register
PL Rating Quoting May 26 07:00 AM Pacific PL Rating PL Rating Users Register
PL Rating Training - Setup and Administration May 26 09:00 AM Pacific PL Rating Administration Register
Consumer Rate Quotes Training Jun 2 09:00 AM Pacific PL Rating Administration Register
PL Rating Quoting Jun 2 11:30 AM Pacific PL Rating PL Rating Users Register
PL Rating Quoting Jun 4 01:30 PM Pacific PL Rating PL Rating Users Register
PL Rating Quoting Jun 9 07:00 AM Pacific PL Rating PL Rating Users Register
PL Rating Training - Setup and Administration Jun 9 09:00 AM Pacific PL Rating Administration Register
Consumer Rate Quotes Training Jun 16 09:00 AM Pacific PL Rating Administration Register
PL Rating Quoting Jun 16 11:30 AM Pacific PL Rating PL Rating Users Register
PL Rating Quoting Jun 18 01:30 PM Pacific PL Rating PL Rating Users Register
PL Rating Quoting Jun 23 07:00 AM Pacific PL Rating PL Rating Users Register
PL Rating Training - Setup and Administration Jun 23 09:00 AM Pacific PL Rating Administration Register
Consumer Rate Quotes Training Jun 30 09:00 AM Pacific PL Rating Administration Register
PL Rating Quoting Jun 30 01:30 PM Pacific PL Rating PL Rating Users Register
PL Rating Quoting Jun 30 11:30 AM Pacific PL Rating PL Rating Users Register
PL Rating Quoting Jul 16 01:30 PM Pacific PL Rating PL Rating Users Register

Pipeline Manager View Trainings

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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 May 28 11:30 AM Pacific Pipeline Manager Register
Pipeline Manager - Setup and Administrator Training May 29 11:30 AM Pacific Pipeline Manager Register
Pipeline Manager - User Workflows Jun 11 11:30 AM Pacific Pipeline Manager Register
Pipeline Manager - Setup and Administrator Training Jun 12 11:30 AM Pacific Pipeline Manager Register
Pipeline Manager - User Workflows Jun 25 11:30 AM Pacific Pipeline Manager Register
Pipeline Manager - Setup and Administrator Training Jun 26 11:30 AM Pacific Pipeline Manager Register

TransactNOW View Trainings

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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 May 22 10:00 AM Pacific TransactNOW User Workflows Register
TransactNOW for VSSO May 26 11:30 AM Pacific TransactNOW User Workflows Register
TransactNOW for VSSO Jun 2 12:00 PM Pacific TransactNOW User Workflows Register
TransactNOW for VSSO Jun 5 10:00 AM Pacific TransactNOW User Workflows Register

FSC Seminars View Trainings

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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 May 26 01:30 PM Pacific FSC Rater Register
FSC Rater - Home May 28 01:30 PM Pacific FSC Rater General Register
FSR Rater - Auto Jun 2 01:30 PM Pacific FSC Rater Register
FSC Rater - Home Jun 4 01:30 PM Pacific FSC Rater General Register
FSR Rater - Auto Jun 16 01:30 PM Pacific FSC Rater Register
FSC Rater - Home Jun 18 01:30 PM Pacific FSC Rater General Register
FSR Rater - Auto Jul 28 01:30 PM Pacific FSC Rater Register
FSC Rater - Home Jul 30 01:30 PM Pacific FSC Rater General Register

Vertafore Single Sign-on View Trainings

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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 May 21 10:00 AM Pacific AMS360 Register
VSSO May 28 10:00 AM Pacific AMS360 Register
VSSO Jun 4 10:00 AM Pacific AMS360 Register
VSSO Jun 11 10:00 AM Pacific AMS360 Register

AMS360 View Trainings

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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
235 Renewal List Tool May 19 07:00 AM Pacific AMS360 Renewals Register
220 Data Import/Export May 19 08:30 AM Pacific AMS360 Import Export Register
230 Claims May 19 10:00 AM Pacific AMS360 Claims Register
250 Invoice Accounting May 19 12:00 PM Pacific AMS360 Accounting Register
205 Policy Management II - Personal Lines May 19 01:30 PM Pacific AMS360 Policy and Plan Management Register
Accounting II: Payables May 20 07:00 AM Pacific AMS360 Accounting Register
230 Claims May 20 08:30 AM Pacific AMS360 Claims Register
Beginning Balance Workshop May 20 09:00 AM Pacific AMS360 Accounting Register
220 Data Import/Export May 20 10:00 AM Pacific AMS360 Import Export Register
260 Accounting I: Receivables May 20 12:00 PM Pacific AMS360 Accounting Register
200 Policy Management II - Commercial Lines May 20 01:30 PM Pacific AMS360 Policy and Plan Management Register
225 Certificates May 21 07:00 AM Pacific AMS360 Certificates Register
240 Form Letters/ Proposals May 21 08:30 AM Pacific AMS360 Form Letters Register
Accounting II: Payables May 21 12:00 PM Pacific AMS360 Accounting Register
235 Renewal List Tool May 21 01:30 PM Pacific AMS360 Renewals Register
262 Accounting III: End of Month May 22 07:00 AM Pacific AMS360 Accounting Register
250 Invoice Accounting May 22 08:30 AM Pacific AMS360 Accounting Register
262 Accounting III: End of Month May 22 12:00 PM Pacific AMS360 Accounting Register
225 Certificates May 22 01:30 PM Pacific AMS360 Certificates Register
235 Renewal List Tool May 26 07:00 AM Pacific AMS360 Renewals Register
220 Data Import/Export May 26 08:30 AM Pacific AMS360 Import Export Register
230 Claims May 26 10:00 AM Pacific AMS360 Claims Register
250 Invoice Accounting May 26 12:00 PM Pacific AMS360 Accounting Register
205 Policy Management II - Personal Lines May 26 01:30 PM Pacific AMS360 Policy and Plan Management Register
205 Policy Management II - Personal Lines Jun 8 08:30 AM Pacific AMS360 Policy and Plan Management Register
Accounting II: Payables May 26 07:00 AM Pacific AMS360 Accounting Register
230 Claims May 27 08:30 AM Pacific AMS360 Claims Register
220 Data Import/Export May 27 10:00 AM Pacific AMS360 Import Export Register
200 Policy Management II - Commercial Lines May 27 01:30 PM Pacific AMS360 Policy and Plan Management Register
225 Certificates May 27 07:00 AM Pacific AMS360 Certificates Register
240 Form Letters/ Proposals May 28 08:30 AM Pacific AMS360 Form Letters Register
235 Renewal List Tool May 28 01:30 PM Pacific AMS360 Renewals Register
262 Accounting III: End of Month May 29 07:00 AM Pacific AMS360 Accounting Register
250 Invoice Accounting May 29 08:30 AM Pacific AMS360 Accounting Register
225 Certificates May 29 01:30 PM Pacific AMS360 Certificates Register
Beginning Balance Workshop May 29 09:00 AM Pacific AMS360 Accounting Register
260 Accounting I: Receivables Jun 1 07:00 AM Pacific AMS360 Accounting Register
205 Policy Management II - Personal Lines Jun 1 08:30 AM Pacific AMS360 Policy and Plan Management Register
200 Policy Management II - Commercial Lines Jun 1 10:00 AM Pacific AMS360 Policy and Plan Management Register
225 Certificates Jun 1 12:00 PM Pacific AMS360 Certificates Register
240 Form Letters/ Proposals Jun 1 01:30 PM Pacific AMS360 Form Letters Register
235 Renewal List Tool Jun 2 07:00 AM Pacific AMS360 Renewals Register
220 Data Import/Export Jun 2 08:30 AM Pacific AMS360 Import Export Register
230 Claims Jun 2 10:00 AM Pacific AMS360 Claims Register
250 Invoice Accounting Jun 2 12:00 PM Pacific AMS360 Accounting Register
205 Policy Management II - Personal Lines Jun 2 01:30 PM Pacific AMS360 Policy and Plan Management Register
260 Accounting I: Receivables Jun 1 07:00 AM Pacific AMS360 Accounting Register
230 Claims Jun 3 07:00 AM Pacific AMS360 Claims Register
Beginning Balance Workshop Jun 3 09:00 AM Pacific AMS360 Accounting Register
220 Data Import/Export Jun 3 10:00 AM Pacific AMS360 Import Export Register
260 Accounting I: Receivables Jun 3 12:00 PM Pacific AMS360 Accounting Register
200 Policy Management II - Commercial Lines Jun 3 01:30 PM Pacific AMS360 Policy and Plan Management Register
225 Certificates Jun 4 07:00 AM Pacific AMS360 Certificates Register
240 Form Letters/ Proposals Jun 4 08:30 AM Pacific AMS360 Form Letters Register
Accounting II: Payables Jun 4 12:00 PM Pacific AMS360 Accounting Register
235 Renewal List Tool Jun 4 01:30 PM Pacific AMS360 Renewals Register
262 Accounting III: End of Month Jun 5 07:00 AM Pacific AMS360 Accounting Register
250 Invoice Accounting Jun 5 08:30 AM Pacific AMS360 Accounting Register
262 Accounting III: End of Month Jun 5 12:00 PM Pacific AMS360 Accounting Register
225 Certificates Jun 5 01:30 PM Pacific AMS360 Certificates Register
260 Accounting I: Receivables Jun 8 07:00 AM Pacific AMS360 Accounting Register
200 Policy Management II - Commercial Lines Jun 8 10:00 AM Pacific AMS360 Policy and Plan Management Register
225 Certificates Jun 8 12:00 PM Pacific AMS360 Certificates Register
240 Form Letters/ Proposals Jun 8 01:30 PM Pacific AMS360 Form Letters Register
235 Renewal List Tool Jun 9 07:00 AM Pacific AMS360 Renewals Register
220 Data Import/Export Jun 9 08:30 AM Pacific AMS360 Import Export Register
230 Claims Jun 9 10:00 AM Pacific AMS360 Claims Register
250 Invoice Accounting Jun 9 12:00 PM Pacific AMS360 Accounting Register
205 Policy Management II - Personal Lines Jun 9 01:30 PM Pacific AMS360 Policy and Plan Management Register
Beginning Balance Workshop Jun 10 09:00 AM Pacific AMS360 Accounting Register
230 Claims Jun 9 08:30 AM Pacific AMS360 Claims Register
Accounting II: Payables Jun 10 07:00 AM Pacific AMS360 Accounting Register
220 Data Import/Export Jun 10 10:00 AM Pacific AMS360 Import Export Register
200 Policy Management II - Commercial Lines Jun 10 01:30 PM Pacific AMS360 Policy and Plan Management Register
225 Certificates Jun 11 07:00 AM Pacific AMS360 Certificates Register
240 Form Letters/ Proposals Jun 11 08:30 AM Pacific AMS360 Form Letters Register
235 Renewal List Tool Jun 11 01:30 PM Pacific AMS360 Renewals Register
262 Accounting III: End of Month Jun 12 07:00 AM Pacific AMS360 Activities Register
250 Invoice Accounting Jun 12 08:30 AM Pacific AMS360 Accounting Register

Client Portal View Trainings

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

Topic Date/Time
[PST]
Product Category
Client Portal - Group Training May 15 10:00 AM Pacific AMS360 Register
Client Portal - Group Training May 29 10:00 AM Pacific AMS360 Register
Client Portal - Group Training May 29 10:00 AM Pacific Vertafore Client Portal Register