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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
What’s New in AMS360 2015 Jul 30 11:30 AM Pacific AMS360 Tips and Tricks Register
What’s New in AMS360 2015 Aug 13 11:30 AM Pacific AMS360 Tips and Tricks Register
What’s New in AMS360 2015 Aug 27 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
What’s New in AMS360 2015 Sep 10 11:30 AM Pacific AMS360 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
ReferenceConnect - Commercial Lines Module Jul 30 08:00 AM Pacific ReferenceConnect End User Register
ReferenceConnect - Commercial Lines Module Aug 4 01:00 PM Pacific ReferenceConnect End User Register
Producer Plus Administration Aug 5 12:00 PM Pacific Producer Plus Administrator Register
Producer Plus - Workflows Aug 7 12:00 PM Pacific Producer Plus End User Register
Producer Plus - Proposals Aug 12 12:00 PM Pacific Producer Plus End User Register
ReferenceConnect - Commercial Lines Module Aug 12 08:00 AM Pacific ReferenceConnect End User Register
ReferenceConnect - Commercial Lines Module Aug 17 01:00 PM Pacific ReferenceConnect End User Register
Producer Plus Administration Aug 19 12:00 PM Pacific Producer Plus Administrator Register
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
ReferenceConnect - Commercial Lines Module Sep 2 01:00 PM Pacific ReferenceConnect End User Register
ReferenceConnect - Commercial Lines Module Sep 9 08:00 AM Pacific ReferenceConnect End User Register
ReferenceConnect - Commercial Lines Module Sep 16 01:00 PM Pacific ReferenceConnect End User Register
ReferenceConnect - Commercial Lines Module Sep 24 08:00 AM Pacific ReferenceConnect End User Register
ReferenceConnect - Commercial Lines Module Sep 29 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
PL Rating Quoting Aug 4 07:00 AM Pacific PL Rating PL Rating Users Register
PL Rating Training - Setup and Administration Aug 4 09:00 AM Pacific PL Rating Administration Register
Consumer Rate Quotes Training Aug 11 09:00 AM Pacific PL Rating Administration Register
PL Rating Quoting Aug 11 11:30 AM Pacific PL Rating PL Rating Users Register
PL Rating Quoting Aug 18 07:00 AM Pacific PL Rating PL Rating Users Register
PL Rating Training - Setup and Administration Aug 18 09:00 AM Pacific PL Rating Administration Register
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

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 Aug 6 11:30 AM Pacific Pipeline Manager Register
Pipeline Manager - Setup and Administrator Training Aug 7 11:30 AM Pacific Pipeline Manager Register
Pipeline Manager - User Workflows Aug 20 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 Jul 31 10:00 AM Pacific TransactNOW User Workflows Register
TransactNOW for VSSO Aug 4 11:30 AM Pacific TransactNOW User Workflows Register
TransactNOW for VSSO Aug 11 07:00 AM Pacific TransactNOW User Workflows Register
TransactNOW for VSSO Aug 14 10:00 AM Pacific TransactNOW User Workflows Register
TransactNOW for VSSO Aug 18 11:30 AM Pacific TransactNOW User Workflows Register
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

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
FSR Rater - Auto Aug 11 01:30 PM Pacific FSC Rater Register
FSC Rater - Home Aug 13 01:30 PM Pacific FSC Rater General Register
FSR Rater - Auto Aug 25 01:30 PM Pacific FSC Rater Register
FSC Rater - Home Aug 13 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 Jul 30 09:00 AM Pacific AMS360 Register
VSSO Aug 4 09:00 AM Pacific AMS360 Register
VSSO Aug 13 09:00 AM Pacific AMS360 Register
VSSO Aug 13 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
262 Accounting III: End of Month Jul 31 07:00 AM Pacific AMS360 Accounting Register
250 Invoice Accounting Jul 31 08:30 AM Pacific AMS360 Accounting Register
225 Certificates Jul 31 12:00 PM Pacific AMS360 Certificates Register
225 Certificates Jul 31 01:30 PM Pacific AMS360 Certificates Register
263 Accounting IV: Direct Bill Jul 31 12:00 PM Pacific AMS360 Direct Bill Register
260 Accounting I: Receivables Aug 3 07:00 AM Pacific AMS360 Accounting Register
205 Policy Management II - Personal Lines Aug 3 08:30 AM Pacific AMS360 Policy and Plan Management Register
200 Policy Management II - Commercial Lines Aug 3 10:00 AM Pacific AMS360 Policy and Plan Management Register
225 Certificates Aug 3 12:00 PM Pacific AMS360 Certificates Register
240 Form Letters/ Proposals Aug 3 01:30 PM Pacific AMS360 Form Letters Register
Accounting II: Payables Aug 5 07:00 AM Pacific AMS360 Accounting Register
230 Claims Aug 5 08:30 AM Pacific AMS360 Claims Register
220 Data Import/Export Aug 5 10:00 AM Pacific AMS360 Import Export Register
235 - Renwal List Tool Aug 5 01:30 PM Pacific AMS360 Policy and Plan Management Register
262 Accounting III: End of Month Aug 7 07:00 AM Pacific AMS360 Accounting Register
250 Invoice Accounting Aug 7 08:30 AM Pacific AMS360 Accounting Register
260 Accounting I: Receivables Aug 10 07:00 AM Pacific AMS360 Accounting Register
205 Policy Management II - Personal Lines Aug 10 08:30 AM Pacific AMS360 Policy and Plan Management Register
200 Policy Management II - Commercial Lines Aug 10 10:00 AM Pacific AMS360 Policy and Plan Management Register
225 Certificates Aug 10 12:00 PM Pacific AMS360 Certificates Register
240 Form Letters/ Proposals Aug 10 01:30 PM Pacific AMS360 Form Letters Register
Accounting II: Payables Aug 12 07:00 AM Pacific AMS360 Accounting Register
230 Claims Aug 12 08:30 AM Pacific AMS360 Claims Register
220 Data Import/Export Aug 12 10:00 AM Pacific AMS360 Import Export Register
235 - Renwal List Tool Aug 12 01:30 PM Pacific AMS360 Policy and Plan Management Register
262 Accounting III: End of Month Aug 14 07:00 AM Pacific AMS360 Accounting Register
250 Invoice Accounting Aug 14 08:30 AM Pacific AMS360 Accounting Register
263: Direct Bill Aug 14 07:00 AM Pacific AMS360 Accounting Register
225 Certificates Aug 14 01:30 PM Pacific AMS360 Certificates Register
263 Accounting IV: Direct Bill Aug 14 12:00 PM Pacific AMS360 Direct Bill Register
260 Accounting I: Receivables Aug 17 07:00 AM Pacific AMS360 Accounting Register
205 Policy Management II - Personal Lines Aug 17 08:30 AM Pacific AMS360 Policy and Plan Management Register
200 Policy Management II - Commercial Lines Aug 17 10:00 AM Pacific AMS360 Policy and Plan Management Register
225 Certificates Aug 17 12:00 PM Pacific AMS360 Certificates Register
240 Form Letters/ Proposals Aug 17 01:30 PM Pacific AMS360 Form Letters Register
Accounting II: Payables Aug 19 07:00 AM Pacific AMS360 Accounting Register
230 Claims Aug 19 08:30 AM Pacific AMS360 Claims Register
220 Data Import/Export Aug 19 10:00 AM Pacific AMS360 Import Export Register
235 - Renwal List Tool Aug 19 01:30 PM Pacific AMS360 Policy and Plan Management Register
262 Accounting III: End of Month Aug 21 07:00 AM Pacific AMS360 Accounting Register
250 Invoice Accounting Aug 21 08:30 AM Pacific AMS360 Accounting Register
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

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 Aug 7 10:00 AM Pacific Vertafore Client Portal Register
Client Portal - Group Training Aug 21 10:00 AM Pacific Vertafore Client Portal Register