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Support

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.

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
AMS360 Year End Procedures Dec 3 11:30 AM AMS360 Accounting Register
What's New in AMS360 Dec 4 11:30 AM AMS360 Tips and Tricks Register
Sagitta Year End Processing Dec 10 11:30 AM Sagitta Accounting Register
What's New in AMS360 Dec 11 01:30 PM AMS360 Tips and Tricks Register
Sagitta - Intro to Web Services Dec 17 11:30 AM Sagitta Register
What's New in AMS360 Dec 18 11:30 AM AMS360 Tips and Tricks Register
What's New in AMS360 Jan 8 01:30 PM AMS360 Tips and Tricks Register
What's New in AMS360 Jan 15 11:30 AM AMS360 Tips and Tricks Register
What's New in AMS360 Jan 22 11:30 AM AMS360 Tips and Tricks Register
What's New in AMS360 Jan 29 11:30 AM AMS360 Tips and Tricks 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
What's New in AMS360 Feb 19 01:30 PM AMS360 Tips and Tricks 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
ReferenceConnect - Commercial Lines Module Nov 25 08:00 AM ReferenceConnect Register
ReferenceConnect - Commercial Lines Module Dec 3 01:00 PM ReferenceConnect Register
Producer Plus - Administrator Training Dec 3 09:00 AM Producer Plus Administrator Register
Producer Plus - Proposals Dec 4 09:00 AM Producer Plus End User Register
Producer Plus - End User Training Dec 5 09:00 AM Producer Plus End User Register
ReferenceConnect - Commercial Lines Module Dec 9 08:00 AM ReferenceConnect Register
Producer Plus - Administrator Training Dec 10 09:00 AM Producer Plus Administrator Register
Service 24/7 - Group Training Dec 11 09:00 AM AMS360 Administrator Register
Producer Plus - End User Training Dec 12 09:00 AM Producer Plus End User Register
Producer Plus - Administrator Training Dec 17 09:00 AM Producer Plus Administrator Register
Producer Plus - Proposals Dec 18 09:00 AM Producer Plus End User Register
ReferenceConnect - Commercial Lines Module Dec 18 01:00 PM ReferenceConnect Register
Producer Plus - End User Training Dec 19 09:00 AM Producer Plus End User Register
ReferenceConnect - Commercial Lines Module Dec 30 08:00 AM ReferenceConnect Register
Producer Plus - Administrator Training Jan 7 09:00 AM Producer Plus Administrator Register
ReferenceConnect - Commercial Lines Module Jan 7 01:00 PM ReferenceConnect Register
Service 24/7 - Group Training Jan 8 09:00 AM AMS360 Register
Producer Plus - End User Training Jan 9 09:00 AM Producer Plus End User Register
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
Producer Plus - End User Training Jan 30 09:00 AM Producer Plus End User 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 Dec 2 02:00 PM PL Rating Administration Register
PL Rating Training - Setup and Administration Dec 2 10:30 AM PL Rating Administration Register
PL Rating Training - User Workflows Dec 2 08:00 AM PL Rating PL Rating Users Register
Consumer Rate Quotes Training Dec 9 06:30 AM PL Rating Administration Register
PL Rating Training - Setup and Administration Dec 9 10:30 AM PL Rating Administration Register
PL Rating Training - User Workflows Dec 9 08:00 AM PL Rating PL Rating Users Register
Consumer Rate Quotes Training Dec 16 02:00 PM PL Rating Administration Register
PL Rating Training - Setup and Administration Dec 16 10:30 AM PL Rating PL Rating Users Register
PL Rating Training - User Workflows Dec 16 08:00 AM PL Rating PL Rating Users Register
Consumer Rate Quotes Training Dec 23 06:30 AM PL Rating Administration Register
PL Rating Training - Setup and Administration Dec 23 10:30 AM PL Rating PL Rating Users Register
PL Rating Training - User Workflows Dec 23 08:00 AM PL Rating PL Rating Users Register
Consumer Rate Quotes Training Dec 30 02:00 PM PL Rating Administration Register
PL Rating Training - Setup and Administration Dec 30 10:30 AM PL Rating Administration Register
PL Rating Training - User Workflows Dec 30 08:00 AM PL Rating PL Rating Users Register
PL Rating Training - User Workflows Jan 6 08:00 AM PL Rating PL Rating Users Register
PL Rating Training - Setup and Administration Jan 6 10:30 AM PL Rating Administration Register
Consumer Rate Quotes Training Jan 6 06:30 AM PL Rating Administration Register
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

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 Dec 4 11:30 AM Pipeline Manager Register
Pipeline Manager - Setup and Administrator Training Dec 5 11:30 AM Pipeline Manager Administration Register
Pipeline Manager - User Workflows Dec 11 11:30 AM Pipeline Manager Register
Dec 12 11:30 AM Pipeline Manager Administration 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 Dec 2 12:30 PM TransactNOW Register
TransactNOW for AMS360 Training Dec 9 12:30 PM TransactNOW User Workflows Register
TransactNOW for AMS360 Training Dec 16 12:30 PM TransactNOW User Workflows Register
TransactNOW for AMS360 Training Dec 23 12:30 PM TransactNOW User Workflows Register
TransactNOW for AMS360 Training Dec 30 12:30 PM TransactNOW User Workflows Register
TransactNOW for AMS360 Training Jan 6 12:30 PM TransactNOW User Workflows Register
TransactNOW for AMS360 Training Jan 13 12:30 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 Nov 25 10:00 AM FSC Rater General Register
FSC Rater - Home Dec 2 10:00 AM FSC Rater General Register
FSC Rater - Auto Dec 9 10:00 AM FSC Rater General Register
FSC Rater - Auto Dec 16 10:00 AM FSC Rater General Register
FSC Rater - Home Dec 18 10:00 AM FSC Rater General Register
FSC Rater - Auto Dec 23 10:00 AM FSC Rater General Register
FSC Rater - Home Dec 30 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 Dec 4 09:00 AM Vertafore Single Sign-On Administration Register
Vertafore Single Sign On setup Dec 11 09:00 AM Vertafore Single Sign-On Administration Register
Vertafore Single Sign On - System Administration Dec 18 09:00 AM AMS360 Administration Register
Vertafore Single Sign On - System Administration Jan 8 09:00 AM AMS360 Administration Register
Vertafore Single Sign On - System Administration Jan 15 09:00 AM AMS360 Administration Register
Vertafore Single Sign On - System Administration Jan 22 09:00 AM AMS360 Administration Register
Vertafore Single Sign On - System Administration Jan 29 09:00 AM AMS360 Administration Register