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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. Our training specialists offer onsite and live online training tailored to fit your needs and help ensure the highest possible return on your investment.

Learn your way, onsite or live online

Choose from the training method that’s right for your team, from pre-live training, live-week training, follow-up training, ongoing training, customized onsite training, and web-conference mentoring.

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.

View Modules

Live Virtual Classroom

KnowledgeCasts

KnowledgeCasts are offered multiple times every week with topics to help you gain the most value out of your Vertafore solution. Register today to join us each week for live sessions
Who should attend: Any user.

Topic Date/Time Product Category
AIM - Top Tech Support Issues Sep 22 11:00 AM AIM Register
AMS Word Part 2 Sep 25 11:30 AM Sagitta Register
AMS360 - Vertafore Reporting Oct 1 9:00 AM AMS360 Reports Register
Reference Connect - ISO Content Oct 8 11:30 AM ReferenceConnect Agencies Register
AMS360 Line of Business Setups Oct 13 9:00 AM AMS360 Register
Sagitta - Client Relationships Oct 21 11:30 AM Sagitta Register
Beyond Basic Invoicing Oct 29 11:30 AM Sagitta Accounting Register
Benefit Point - Requests Nov 5 9:00 AM BenefitPoint Requests Register
Sagitta - TransactNow Nov 12 11:30 AM Sagitta Register
AMS360 - Schedules & Proposals Customization Nov 19 11:30 AM AMS360 Register
Sagitta - Client Level Units at Risk Nov 21 11:30 AM Sagitta Register

Vertafore Agency Platform

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 Sep 23 13:00 PM ReferenceConnect Register
Producer Plus Administrator Training Sep 24 9:00 AM Producer Plus Administrator Register
Service 24/7 - Group Training Sep 25 9:00 AM Service 24x7 Administrator Register
Producer Plus User Training Sep 26 9:00 AM Producer Plus End User Register
ReferenceConnect - Commercial Lines Module Oct 2 8:00 AM ReferenceConnect Register
Service 24/7 - Group Training Oct 2 9:00 AM Service 24x7 Administrator Register
ReferenceConnect - Commercial Lines Module Oct 8 13:00 PM ReferenceConnect Register
Producer Plus - Administrator Training Oct 8 9:00 AM Producer Plus Administrator Register
Service 24/7 - Group Training Oct 9 9:00 AM Service 24x7 Administrator Register
Producer Plus - Administrator Training Oct 1 9:00 AM Producer Plus Administrator Register
Producer Plus - End User Training Oct 10 9:00 AM Producer Plus End User Register
Producer Plus - Administrator Training Oct 15 9:00 AM Producer Plus Administrator Register
Service 24/7 - Group Training Oct 16 9:00 AM Service 24x7 Administrator Register
ReferenceConnect - Commercial Lines Module Oct 17 8:00 AM ReferenceConnect Register
Producer Plus - End User Training Oct 17 9:00 AM Producer Plus End User Register
ReferenceConnect - Commercial Lines Module Oct 21 13:01 PM ReferenceConnect Register
Producer Plus - Administrator Training Oct 22 9:00 AM Producer Plus Administrator Register
Service 24/7 - Group Training Oct 30 9:00 AM Service 24x7 Administrator Register
Service 24/7 - Group Training Oct 23 9:00 AM Service 24x7 Administrator Register
Producer Plus - End User Training Oct 24 9:00 AM Producer Plus End User Register
Producer Plus - Administrator Training Oct 29 9:00 AM Producer Plus Administrator Register
ReferenceConnect - Commercial Lines Module Oct 29 8:00 AM ReferenceConnect Register
Producer Plus - End User Training Oct 3 9:00 AM Producer Plus End User Register
Producer Plus - End User Training Oct 31 9:00 AM Producer Plus End User Register
ReferenceConnect - Commercial Lines Module Nov 3 13:00 PM ReferenceConnect Register
Producer Plus - End User Training Nov 7 9:00 AM Producer Plus End User Register
Producer Plus - Administrator Training Nov 5 9:00 AM Producer Plus Administrator Register
Service 24/7 - Group Training Nov 6 9:00 AM Service 24x7 Administrator Register
ReferenceConnect - Commercial Lines Module Nov 11 8:00 AM ReferenceConnect Register
Producer Plus - Administrator Training Nov 12 9:00 AM Producer Plus Administrator Register
Service 24/7 - Group Training Nov 13 9:00 AM Service 24x7 Administrator Register
Producer Plus - End User Training Nov 14 9:00 AM Producer Plus End User Register
Producer Plus - Administrator Training Nov 19 9:00 AM Producer Plus Administrator Register
ReferenceConnect - Commercial Lines Module Nov 19 13:00 PM ReferenceConnect Register
Service 24/7 - Group Training Nov 20 9:00 AM Service 24x7 Administrator Register
Producer Plus - End User Training Nov 21 9:00 AM Producer Plus End User Register
ReferenceConnect - Commercial Lines Module Nov 25 8:00 AM ReferenceConnect Register
Producer Plus - Administrator Training Nov 26 9:00 AM Producer Plus Administrator Register
Service 24/7 - Group Training Nov 27 9:00 AM Service 24x7 Administrator Register

PL Rating

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
PL Rating Training - Setup and Administration Sep 23 10:30 AM PL Rating Administration Register
PL Rating - Consumer Rate Quotes Training Sep 23 14:00 PM PL Rating Administration Register
PL Rating Training - User Workflows Sep 23 8:00 AM PL Rating PL Rating Users Register
PL Rating Training - Setup and Administration Sep 30 10:30 AM PL Rating Administration Register
PL Rating - Consumer Rate Quotes Training Sep 30 14:00 PM PL Rating Administration Register
PL Rating Training - User Workflows Sep 30 8:00 AM PL Rating Register
PL Rating Training - Setup and Administration Oct 7 10:30 AM PL Rating Administration Register
PL Rating Training - User Workflows Oct 7 8:00 AM PL Rating PL Rating Users Register
Consumer Rate Quotes Training Oct 7 14:00 PM PL Rating Administration Register
PL Rating Training - Setup and Administration Oct 14 10:30 AM PL Rating Administration Register
PL Rating Training - User Workflows Oct 14 8:00 AM PL Rating PL Rating Users Register
Consumer Rate Quotes Admin and Users Oct 7 14:00 PM PL Rating Administration Register
Consumer Rate Quotes Admin and Users Oct 21 14:00 PM PL Rating Administration Register
PL Rating Training - Setup and Administration Oct 21 10:30 AM PL Rating Administration Register
PL Rating Training - User Workflows Oct 21 8:00 AM PL Rating PL Rating Users Register
PL Rating Training - Setup and Administration Oct 28 10:30 AM PL Rating Administration Register
PL Rating Training - User Workflows Oct 28 8:00 AM PL Rating PL Rating Users Register
Consumer Rate Quotes Training Oct 28 14:00 PM PL Rating Administration Register
PL Rating Training - Setup and Administration Nov 4 10:30 AM PL Rating Administration Register
PL Rating Training - User Workflows Nov 4 8:00 AM PL Rating PL Rating Users Register
Consumer Rate Quotes Training Nov 4 14:00 PM PL Rating Administration Register
PL Rating Training - Setup and Administration Nov 11 10:30 AM PL Rating Administration Register
PL Rating Training - User Workflows Nov 11 8:00 AM PL Rating PL Rating Users Register
Consumer Rate Quotes Training Nov 11 14:00 PM PL Rating Administration Register
PL Rating Training - Setup and Administration Nov 18 10:30 AM PL Rating Administration Register
PL Rating Training - User Workflows Nov 18 8:00 AM PL Rating PL Rating Users Register
Consumer Rate Quotes Training Nov 18 14:00 PM PL Rating Administration Register
PL Rating Training - Setup and Administration Nov 25 10:30 AM PL Rating Administration Register
Consumer Rate Quotes Training Nov 25 14:00 PM PL Rating Administration Register

Pipeline Manager

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 Administrator Training Sep 25 11:30 AM Pipeline Administration Register
Pipeline User Workflows Training Sep 26 11:30 AM Pipeline Marketing and Sales Register
Pipeline Manager - User Workflows Oct 2 11:30 AM Pipeline Manager Register
Pipeline Manager - Setup and Administrator Training Oct 3 11:30 AM Pipeline Manager Register
Pipeline Manager - User Workflows Oct 9 11:30 AM Pipeline Manager Register
Pipeline Manager - Setup and Administrator Training Oct 10 11:30 AM Pipeline Manager Register

TransactNOW

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
AMS360 TransactNow Training Sep 23 12:30 PM TransactNOW Register
AMS360 TransactNow Training Sep 30 12:30 PM TransactNOW Register
TransactNOW for AMS360 Training Oct 7 12:30 PM TransactNOW Register
TransactNOW for AMS360 Training Oct 14 12:30 PM TransactNOW Register
TransactNOW for AMS360 Training Oct 21 12:30 PM TransactNOW Register
TransactNOW for AMS360 Training Oct 28 0:30 AM TransactNOW Register
TransactNOW for AMS360 Training Nov 4 12:30 PM TransactNOW Register
TransactNOW for AMS360 Training Nov 11 12:30 PM TransactNOW Register

FSC Seminars

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 Sep 23 10:00 AM FSC Rater General Register
FSC Rater - Home Sep 25 10:00 AM FSC Rater General Register
FSC Rater - Auto Sep 30 10:00 AM FSC Rater General Register
FSC Rater - Home Oct 2 10:00 AM FSC Rater General Register
FSC Rater - Auto Oct 7 10:00 AM FSC Rater General Register
FSC Rater - Home Oct 9 10:00 AM FSC Rater General Register
FSC Rater - Auto Oct 14 10:00 AM FSC Rater General Register
Fsc Rater - Home Oct 16 10:00 AM FSC Rater General Register
FSC Rater - Auto Oct 21 10:00 AM FSC Rater General Register
FSC Rater - Home Oct 23 10:00 AM FSC Rater General Register
FSC Rater - Auto Oct 28 10:00 AM FSC Rater General Register
FSC Rater - Home Oct 30 10:00 AM FSC Rater General Register

Vertafore Single Sign-on

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 Training Sep 23 9:00 AM Vertafore Single Sign-On Administration Register
Vertafore Single Sign-On Training Sep 30 9:00 AM Vertafore Single Sign-On Administration Register
Vertafore Single Sign On - System Administration Oct 7 9:00 AM Vertafore Single Sign-On Administration Register
Vertafore Single Sign On - System Administration Oct 16 9:00 AM Vertafore Single Sign-On Administration Register
Vertafore Single Sign On Setup Oct 23 9:00 AM Vertafore Single Sign-On Administration Register
Vertafore Single Sign On - System Administration Oct 30 9:00 AM Vertafore Single Sign-On Administration Register
Vertafore Single Sign On - System Administration Nov 6 9:00 AM Vertafore Single Sign-On Administration Register
Vertafore Single Sign On - System Administration Nov 13 9:00 AM Vertafore Single Sign-On Administration Register
Vertafore Single Sign On - System Administration Nov 20 9:00 AM Vertafore Single Sign-On Administration Register
Vertafore Single Sign On - System Administration Nov 25 9:00 AM Vertafore Single Sign-On Administration Register
Vertafore Single Sign On - System Administration Dec 4 9:00 AM Vertafore Single Sign-On Administration Register
Vertafore Single Sign On setup Dec 11 9:00 AM Vertafore Single Sign-On Administration Register