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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. 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
Sagitta Year End Processing Dec 10 11:30 AM Sagitta Accounting Register
Sagitta - Intro to Web Services Dec 17 11:30 AM Sagitta Register
Beyond Basic Invoicing Oct 29 01:00 PM Sagitta Accounting Register
Benefit Point - Requests Nov 5 09:00 AM BenefitPoint Requests Register
Sagitta - TransactNow Nov 12 11:30 AM Sagitta Register
Sagitta - Client Level Units at Risk Nov 21 11:30 AM Sagitta Register

AMS360

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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 Product Category
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
What's New in AMS360 Nov 13 11:30 AM AMS360 Tips and Tricks Register
What's New in AMS360 Nov 20 01:30 PM AMS360 Tips and Tricks Register
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
What's New in AMS360 Dec 11 01:30 PM AMS360 Tips and Tricks Register
What's New in AMS360 Dec 18 11:30 AM AMS360 Tips and Tricks Register
AMS360 - Schedules & Proposals Customization Nov 19 11:30 AM AMS360 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
Producer Plus - Administrator Training Jan 7 09:00 AM Producer Plus Administrator 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
Producer Plus - End User Training Jan 16 09:00 AM Producer Plus End User Register
Producer Plus - Administrator Training Jan 21 09:00 AM Producer Plus 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
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
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
Producer Plus - Administrator Training Dec 10 09:00 AM Producer Plus 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
Producer Plus - End User Training Dec 19 09:00 AM Producer Plus End User Register
Producer Plus - Administrator Training Oct 29 09:00 AM Producer Plus Administrator Register
ReferenceConnect - Commercial Lines Module Oct 29 08:00 AM ReferenceConnect Register
Producer Plus - End User Training Oct 3 09:00 AM Producer Plus End User Register
Producer Plus - End User Training Oct 31 09:00 AM Producer Plus End User Register
ReferenceConnect - Commercial Lines Module Nov 3 01:00 PM ReferenceConnect Register
Producer Plus - End User Training Nov 7 09:00 AM Producer Plus End User Register
Producer Plus - Administrator Training Nov 5 09:00 AM Producer Plus Administrator Register
Service 24/7 - Group Training Nov 6 09:00 AM Service 24x7 Administrator Register
ReferenceConnect - Commercial Lines Module Nov 11 08:00 AM ReferenceConnect Register
Producer Plus - Administrator Training Nov 12 09:00 AM Producer Plus Administrator Register
Service 24/7 - Group Training Nov 13 09:00 AM Service 24x7 Administrator Register
Producer Plus - End User Training Nov 14 09:00 AM Producer Plus End User Register
Producer Plus - Administrator Training Nov 19 09:00 AM Producer Plus Administrator Register
ReferenceConnect - Commercial Lines Module Nov 19 01:00 PM ReferenceConnect Register
Service 24/7 - Group Training Nov 20 09:00 AM Service 24x7 Administrator Register
Producer Plus - End User Training Nov 21 09:00 AM Producer Plus End User Register
ReferenceConnect - Commercial Lines Module Nov 25 08:00 AM ReferenceConnect Register
Producer Plus - Administrator Training Nov 26 09:00 AM Producer Plus Administrator Register
Service 24/7 - Group Training Nov 27 09:00 AM Service 24x7 Administrator Register
ReferenceConnect - Commercial Lines Module Dec 3 01:00 PM ReferenceConnect Register
ReferenceConnect - Commercial Lines Module Dec 9 08:00 AM ReferenceConnect Register
ReferenceConnect - Commercial Lines Module Dec 18 01:00 PM ReferenceConnect Register
ReferenceConnect - Commercial Lines Module Dec 30 08:00 AM ReferenceConnect 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
PL Rating Training - Setup and Administration Oct 28 10:30 AM PL Rating Administration Register
PL Rating Training - User Workflows Oct 28 08:00 AM PL Rating PL Rating Users Register
Consumer Rate Quotes Training Oct 28 02:00 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 08:00 AM PL Rating PL Rating Users Register
Consumer Rate Quotes Training Nov 4 06:30 AM 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 08:00 AM PL Rating PL Rating Users Register
Consumer Rate Quotes Training Nov 11 02:00 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 08:00 AM PL Rating PL Rating Users Register
Consumer Rate Quotes Training Nov 18 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 Oct 30 11:30 AM Pipeline Manager Register
Pipeline Manager - Setup and Administrator Training Oct 31 11:30 AM Pipeline Manager Administration Register
Pipeline Manager - User Workflows Nov 6 11:30 AM Pipeline Manager Register
Pipeline Manager - Setup and Administrator Training Nov 7 11:30 AM Pipeline Manager Register
Pipeline Manager - User Workflows Nov 13 11:30 AM Pipeline Manager Register
Pipeline Manager - Setup and Administrator Training Nov 14 11:30 AM Pipeline Manager Register
Pipeline Manager - User Workflows Nov 20 11:30 AM Pipeline Manager Register
Pipeline Manager - Setup and Administrator Training Nov 21 11:30 PM Pipeline Manager Administration Register
Pipeline Manager - User Workflows Nov 27 11:30 AM Pipeline Manager Register
Pipeline Manager - Setup and Administrator Training Nov 28 11:30 AM Pipeline Manager 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 Oct 28 12:30 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

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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 Oct 28 10:00 AM FSC Rater General Register
FSC Rater - Home Oct 30 10:00 AM FSC Rater General Register
FSC Rater - Auto Nov 4 10:00 AM FSC Rater General Register
FSC Rater - Auto Nov 11 10:00 AM FSC Rater General Register
FSC Rater - Home Nov 13 10:00 AM FSC Rater General Register
FSC Rater - Auto Nov 18 10:00 AM FSC Rater General Register
FSC Rater - Auto Nov 25 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 Oct 30 09:00 AM Vertafore Single Sign-On Administration Register
Vertafore Single Sign On - System Administration Nov 6 09:00 AM Vertafore Single Sign-On Administration Register
Vertafore Single Sign On - System Administration Nov 13 09:00 AM Vertafore Single Sign-On Administration Register
Vertafore Single Sign On - System Administration Nov 20 09:00 AM Vertafore Single Sign-On Administration Register
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