Welcome to the Vertafore Producer Lifecycle Management Training Series

Watch recorded sessions

Vertafore PLM presents a series of free online training sessions that can be viewed from the comfort of your desk!

This free series will occur at 2:00 PM ET on there scheduled sate and will usually last about 30 to 60 minutes. Recordings of each session will be made available for future viewing.

You must have a password to access these training sessions. To obtain your password and other meeting information, please register or send a message through the self-service portal or contact customer support.

Upcoming sessions are listed below. Don't see a session that interests you? Keep checking back, more information is being added all the time.

CMS-G2 - August Release Training 7.1

Date: 08/12/2014 (Tuesday)
Est. Duration: 30 minutes
Brief Description: Join us to learn more about the new updates and enhancements.

  • Security enhancements
  • U4 changes to conform with FINRA
  • Producer Portal Activity Status display
  • And more
Take your organization to the next level with Vertafore KnowledgeCasts. These sessions are offered every Thursday, with a different product demonstrated each week. Training professionals with deep product expertise will deliver topics to help you gain the most value out of your Vertafore solutions. It's a great opportunity to have your questions answered.
Who should attend?: All CMS G2 customers
       Register >>

PM/PX - August Release Training 6.8

Date: 08/14/2014 (Thursday)
Est. Duration: 60 minutes
Brief Description: Join us to learn more about the new updates and enhancements.

  • Security enhancements
  • Performance enhancements
  • Configurable session timeout by customer
  • And more
Take your organization to the next level with Vertafore KnowledgeCasts. These sessions are offered every Thursday, with a different product demonstrated each week. Training professionals with deep product expertise will deliver topics to help you gain the most value out of your Vertafore solutions. It's a great opportunity to have your questions answered.
Who should attend?: All PM customers
       Register >>

CMS-G2 - Producer Portal Admin

Date: 08/21/2014
Est. Duration: 60 minutes
Brief Description: Join us to learn more about how to use the Producer Portal to gain efficiencies while using G2. We will also review the new changes within Producer Portal. Including, Admin ability to manage Producer Portal accounts. It's a great opportunity to have your questions answered.


Who should attend?: All CMS G2 subscribers who what to know more about using the portal.
       Register >>

PM - Create, Attach and Move Agreements

Date: 08/28/2014
Est. Duration: 30 minutes
Brief Description: Join us to learn more about using agreements in your business.

Take your organization to the next level with Vertafore KnowledgeCasts. Training professionals with deep product expertise will deliver topics to help you gain the most value out of your Vertafore solutions. It's a great opportunity to have your questions answered.


Who should attend?: All PM customers
       Register >>

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1. Discover how Vertafore can help your organization...

   

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