Professional training gets your team up to speed

Effective training unlocks the true power of your Vertafore solution, allowing your team to minimize inefficiencies and maximize productivity.Tree164x102v2

Live Training

Our training specialists offer onsite and live online training tailored to fit your needs and help ensure the highest possible return on your investment. There are many options available, including pre-live training, live-week training, follow-up training, ongoing training, customized onsite training, and web-conference mentoring.

Vertafore University provides numerous training options

Discover the power of Vertafore University, our portal to world-class learning. Vertafore University provides access to all of our learning solutions, including live instructor-led training (onsite or online) and eLearning modules. Use the links below to access your learning options:

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.

Who should attend: Any user

Vertafore Agency Platform Training

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.


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

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.

Pipeline Manager

Get the most out of Pipeline, as either a Producer or System Administrator. Producers learn to use Pipeline to effective manage you sales pipeline and Administrators learn to properly create the workflows that will help your team succeed.

Who should attend: Producer and Systems Administrators.


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.

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.

Webinars On Demand

Watch recorded broadcasts of Vertafore webinars at your convenience.

Who should attend: Anyone interested in learning more about the insurance industry and Vertafore products and solutions.

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 here.

Vertafore® Unleash your potential.

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Call Vertafore at 1.800.444.4813.

Vertafore. Unleash your potential.

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