In it together

You’re doing all that you can to serve your clients through this crisis. We’re here to support you and give you the resources you need to respond.

Self-Service Resources


As the world continues to grapple with the COVID-19 pandemic, we send our best wishes and hopes that you, your families, and your colleagues are healthy and safe from harm.

A crisis like this raises new challenges in every aspect of life, from our global community, to our society, and on through our industry. As your trusted partner, we want to provide you resources to adjust to these changes as well as communicate how we are here to support you.

Vertafore work from home 2

Resources for Transitioning to At-Home Work 

With many of us adjusting to remote working, we’re here to make sure you can successfully access your solutions. Click on these product guides for help with access, compatibility, and common troubleshooting. See the Configuration Matrix for more details on supported operating systems, browsers, and servers. 

Consult with your IT team and review any relevant security requirements before making changes.

AIM PL Rating
AMS360 QQCatalyst
BenefitPoint QQQuickfile and QQEvolution
FinancePro RiskMatch
ImageRight/WorkSmart Sagitta

The above links all direct to MyVertafore, our customer portal. If you need to register for an account you can do so through this link.

Vertafore’s Orange Partners: Here to help you run your business

During this challenging time, these Orange Partners are offering ways to ease the transition to at-home work.

Intelligent automated marketing for independent agencies

Client-facing mobile app for QQCatalyst agencies

Desktop as a Service, remote IT support, & security solutions

eForms Wizard for efficient data capture, on or offline

VoIP, texting, & video for AMS360 & QQCatalyst customers

Online payment processing for agencies, MGAs, and PFCs

AMS360, Simply QuiKer

Vertafore Resources