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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.

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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
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
What's New in AMS360 Jul 2 11:30 AM Pacific AMS360 Tips and Tricks Register
PERS/MyVertafore Jul 15 11:30 AM Pacific Sagitta Register
What's New in AMS360 Jul 16 11:30 AM Pacific AMS360 Tips and Tricks Register
Dunning Letters Jul 21 11:30 AM Pacific Sagitta Register
Staff Global Change Jul 22 11:30 AM Pacific Sagitta Register
What's New in AMS360 Jul 30 11:30 AM Pacific AMS360 Tips and Tricks Register
What's New in AMS360 Aug 13 11:30 AM Pacific AMS360 Tips and Tricks Register
What's New in AMS360 Aug 27 11:30 AM Pacific AMS360 Tips and Tricks 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 Jun 18 08:00 AM Pacific ReferenceConnect End User Register
Producer Plus Administration Jun 19 01:30 PM Pacific Producer Plus Administrator Register
ReferenceConnect - Commercial Lines Module Jun 22 01:00 PM Pacific ReferenceConnect End User Register
Producer Plus Administration Jun 24 12:00 PM Pacific Producer Plus Administrator Register
Producer Plus - Workflows Jun 24 12:00 PM Pacific Producer Plus End User Register
ReferenceConnect - Commercial Lines Module Jul 1 08:00 AM Pacific ReferenceConnect End User Register
Producer Plus - Proposals Jul 1 12:00 PM Pacific Producer Plus End User Register
ReferenceConnect - Commercial Lines Module Jul 7 01:00 PM Pacific ReferenceConnect End User Register
Producer Plus Administration Jul 8 12:00 PM Pacific Producer Plus Administrator Register
Producer Plus - Workflows Jul 10 12:00 PM Pacific Producer Plus End User Register
ReferenceConnect - Commercial Lines Module Jul 16 08:00 AM Pacific ReferenceConnect End User Register
Producer Plus - Proposals Jul 17 12:00 PM Pacific Producer Plus End User Register
ReferenceConnect - Commercial Lines Module Jul 20 01:00 PM Pacific ReferenceConnect End User Register
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
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
ReferenceConnect - Commercial Lines Module Aug 27 08:00 AM 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
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 7 07:00 AM Pacific PL Rating PL Rating Users Register
PL Rating Training - Setup and Administration Jul 7 09:00 AM Pacific PL Rating Administration Register
Consumer Rate Quotes Training Jul 14 09:00 AM Pacific PL Rating Administration Register
PL Rating Quoting Jul 14 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
PL Rating Quoting Jul 21 07:00 AM Pacific PL Rating PL Rating Users Register
PL Rating Training - Setup and Administration Jul 21 09:00 AM Pacific PL Rating Administration Register
Consumer Rate Quotes Training Jul 28 09:00 AM Pacific PL Rating Administration Register
PL Rating Quoting Jul 28 09:00 AM Pacific PL Rating PL Rating Users Register
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

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 Jun 25 11:30 AM Pacific Pipeline Manager Register
Pipeline Manager - Setup and Administrator Training Jun 26 11:30 AM Pacific Pipeline Manager Register
Pipeline Manager - User Workflows Jul 9 11:30 AM Pacific Pipeline Manager Register
Pipeline Manager - Setup and Administrator Training Jul 10 11:30 AM Pacific Pipeline Manager Register
Pipeline Manager - User Workflows Jul 23 11:30 AM Pacific Pipeline Manager Register
Pipeline Manager - Setup and Administrator Training Jul 24 11:30 AM Pacific Pipeline Manager Register
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 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 Jun 16 07:00 AM Pacific TransactNOW User Workflows Register
TransactNOW for VSSO Jun 19 10:00 AM Pacific TransactNOW User Workflows Register
TransactNOW for VSSO Jun 23 11:30 AM Pacific TransactNOW User Workflows Register
TransactNOW for VSSO Jun 30 07:00 AM Pacific TransactNOW User Workflows Register
TransactNOW for VSSO Jul 7 11:30 AM Pacific TransactNOW User Workflows Register
TransactNOW for VSSO Jul 14 07:00 AM Pacific TransactNOW User Workflows Register
TransactNOW for VSSO Jul 17 10:00 AM Pacific TransactNOW User Workflows Register
TransactNOW for VSSO Jul 21 11:30 AM Pacific TransactNOW User Workflows Register
TransactNOW for VSSO Jul 28 07:00 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

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 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 7 01:30 PM Pacific FSC Rater Register
FSC Rater - Home Jul 9 01:30 PM Pacific FSC Rater General Register
FSR Rater - Auto Jul 14 01:30 PM Pacific FSC Rater Register
FSC Rater - Home Jul 16 01:30 PM Pacific FSC Rater General Register
FSC Rater - Home Jul 21 01:30 PM Pacific FSC Rater General Register
FSR Rater - Auto Jul 28 01:30 PM Pacific FSC Rater Register
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 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 Jun 11 10:00 AM Pacific AMS360 Register
VSSO Jul 16 07:00 AM Pacific AMS360 Register
VSSO Jul 24 09:00 AM Pacific AMS360 Register
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 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
240 Form Letters/ Proposals Jun 29 01:30 PM Pacific AMS360 Form Letters Register
Accounting II: Payables Jul 1 07:00 AM Pacific AMS360 Accounting Register
230 Claims Jul 1 08:30 AM Pacific AMS360 Claims Register
220 Data Import/Export Jul 1 10:00 AM Pacific AMS360 Import Export Register
200 - Renewal List Tool Jul 1 10:00 AM Pacific AMS360 Policy and Plan Management Register
262 Accounting III: End of Month Jul 3 07:00 AM Pacific AMS360 Activities Register
250 Invoice Accounting Jul 3 08:30 AM Pacific AMS360 Accounting Register
225 Certificates Jul 3 01:30 PM Pacific AMS360 Certificates Register
260 Accounting I: Receivables Jul 6 07:00 AM Pacific AMS360 Accounting Register
205 Policy Management II - Personal Lines Jul 6 08:30 AM Pacific AMS360 Policy and Plan Management Register
200 Policy Management II - Commercial Lines Jul 6 10:00 AM Pacific AMS360 Policy and Plan Management Register
225 Certificates Jun 29 12:00 PM Pacific AMS360 Certificates Register
240 Form Letters/ Proposals Jul 6 01:30 PM Pacific AMS360 Form Letters Register
Accounting II: Payables Jul 8 07:00 AM Pacific AMS360 Accounting Register
230 Claims Jul 8 08:30 AM Pacific AMS360 Claims Register
220 Data Import/Export Jul 8 10:00 AM Pacific AMS360 Import Export Register
235 - Renwal List Tool Jul 8 01:30 PM Pacific AMS360 Policy and Plan Management Register
262 Accounting III: End of Month Jul 10 07:00 AM Pacific AMS360 Accounting Register
250 Invoice Accounting Jul 10 08:30 AM Pacific AMS360 Accounting Register
260 Accounting I: Receivables Jul 13 07:00 AM Pacific AMS360 Accounting Register
205 Policy Management II - Personal Lines Jul 13 08:30 AM Pacific AMS360 Policy and Plan Management Register
200 Policy Management II - Commercial Lines Jul 13 10:00 AM Pacific AMS360 Policy and Plan Management Register
225 Certificates Jul 13 12:00 PM Pacific AMS360 Certificates Register
240 Form Letters/ Proposals Jul 13 01:30 PM Pacific AMS360 Form Letters Register
Accounting II: Payables Jul 15 07:00 AM Pacific AMS360 Accounting Register
230 Claims Jul 15 08:30 AM Pacific AMS360 Claims Register
220 Data Import/Export Jul 15 10:00 AM Pacific AMS360 Import Export Register
235 - Renwal List Tool Jul 15 01:30 PM Pacific AMS360 Policy and Plan Management Register
262 Accounting III: End of Month Jul 17 07:00 AM Pacific AMS360 Accounting Register
250 Invoice Accounting Jul 17 08:30 AM Pacific AMS360 Accounting Register
225 Certificates Jul 17 12:00 PM Pacific AMS360 Certificates Register
260 Accounting I: Receivables Jul 20 07:00 AM Pacific AMS360 Accounting Register
205 Policy Management II - Personal Lines Jul 20 08:30 AM Pacific AMS360 Policy and Plan Management Register
200 Policy Management II - Commercial Lines Jul 20 10:00 AM Pacific AMS360 Policy and Plan Management Register
225 Certificates Jul 20 12:00 PM Pacific AMS360 Certificates Register
240 Form Letters/ Proposals Jul 20 01:30 PM Pacific AMS360 Form Letters Register
Accounting II: Payables Jul 22 07:00 AM Pacific AMS360 Accounting Register
230 Claims Jul 22 08:30 AM Pacific AMS360 Claims Register
220 Data Import/Export Jul 22 10:00 AM Pacific AMS360 Import Export Register
235 - Renwal List Tool Jul 22 01:30 PM Pacific AMS360 Policy and Plan Management 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 Jun 26 10:00 AM Pacific Vertafore Client Portal Register
Client Portal - Group Training Jul 10 10:00 AM Pacific Vertafore Client Portal Register
Client Portal - Group Training Jul 24 10:00 AM Pacific Vertafore Client Portal Register
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