Vertafore is offering free training every Friday, on the topics that are most requested by users. Each Friday we’re hosting five one-hour training sessions on a wide variety of popular subjects. The sessions are free, so bring your questions!

Space is limited, so if you’ve been looking for more information on these topics, don’t miss this opportunity to register by clicking on the links below. Be sure and check back often, new classes are being added weekly. Have a suggestion for a new topic? Send it to FTFtopics@vertafore.com.

All times shown below are pacific time zone.


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Topic Trainer Date & Time Product Category
Getting Started With Compliance Express Kristin Hatcher May 18 07:00 AM PT Compliance Express Product Overview Register
Doc360 - Planning for Use Joyce Sigler May 18 08:30 AM PT AMS360 Product Overview Register
Business Auto Line of Business Dennis Flanders May 18 11:00 AM PT AMS360 Product Overview Register
General Liability - LOB Dennis Flanders May 18 12:30 PM PT AMS360 Lines of Business Register
Advanced Accounting Dennis Flanders May 18 02:00 PM PT AMS360 Reports Register
DocDesign Part 3 Angela Painter May 25 07:00 AM PT AMS360 Form Letters Register
Beginning Balance Jon Brown May 25 08:30 AM PT AMS360 Accounting Register
End of Month Process Jon Brown May 25 11:00 AM PT AMS360 Accounting Register
5 Key Reports for Broker Users Jessica Riel May 25 12:30 PM PT BenefitPoint Reports Register
Where's My Data in Worker's Comp LOB Scott Lundquist Jun 1 07:00 AM PT AMS360 Lines of Business Register
Mass Mailings Joyce Oliphant Jun 1 08:30 AM PT Sagitta Marketing and Sales Register
Doc360 - Naming Conventions Joyce Sigler Jun 1 11:00 AM PT AMS360 Document Management Register
Tips & Tricks Sally Nichols Jun 1 12:30 PM PT BenefitPoint Tips and Tricks Register
Claims Processing Scott Lundquist Jun 1 02:00 PM PT AMS360 Claims Register
Business Process Reporting - BPR Chad Mikels Jun 8 07:00 AM PT WorkSmart Reports Register
Installment Billing Ed Miller Jun 8 08:30 AM PT Sagitta Accounting Register
Commission Setup Mary Robb Jun 8 11:00 AM PT AMS360 Accounting Register
Homeowners Line of Business Mary Robb Jun 8 12:30 PM PT AMS360 Lines of Business Register
Creating and Using Submissions Mary Robb Jun 8 02:00 PM PT AMS360 Marketing and Sales Register
Introduction to ePal Kristin Hatcher Jun 15 07:00 AM PT ePAL Regulatory Register
Doc360 - Implementation Joyce Sigler Jun 15 08:30 AM PT AMS360 Document Management Register
Certificates Ed Miller Jun 15 11:00 AM PT Sagitta Certificates Register
Download Paolo Coppa Jun 15 12:30 PM PT AMS360 Download Register
Private Passenger Auto LOB Paolo Coppa Jun 15 02:00 PM PT AMS360 Lines of Business Register
Productivity Tools Ed Miller Jun 22 07:00 AM PT Sagitta Tips and Tricks Register
Commercial Property LOB Phoenix Biscomb Jun 22 08:30 AM PT AMS360 Lines of Business Register
End of Month Process Phoenix Biscomb Jun 22 11:00 AM PT AMS360 Accounting Register
Renewal List Tool Phoenix Biscomb Jun 22 12:30 PM PT AMS360 Marketing and Sales Register
WorkSmart Security and Buddies Phoenix Biscomb Jun 22 02:00 PM PT WorkSmart Security Register
Customizations - Adding Fields to Data Entry Screens Sally Nichols Jun 29 07:00 AM PT BenefitPoint Customizations Register
Doc360 - Analyzing Your Success Joyce Sigler Jun 29 08:30 AM PT AMS360 Document Management Register
Client Relationships Joyce Oliphant Jun 29 11:00 AM PT Sagitta Marketing and Sales Register
Dwelling Fire LOB Sally Nichols Jun 29 12:30 PM PT AMS360 Lines of Business Register
Reports - Production Analysis Sally Nichols Jun 29 02:00 PM PT AMS360 Accounting Register

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Call Vertafore at 1.800.444.4813.

Vertafore. Unleash your potential.

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