Start the new year with our free education resources

January 4, 2021 /

With 2020 in the rearview mirror, all of us are ready for a fresh, new start. And what better way to start the new year than reviewing all the free Vertafore training resources available to you?

Whether you’re training a new employee, wondering if your management system has a certain functionality, or working to streamline your processes, Vertafore wants to help. We’ve been working hard to create plenty of educational resources for each unique circumstance, and we want you to know about it! Check out each valuable resource below.

Learning Journeys

Learning Journeys are comprehensive, role-based, and tiered training resource guides. Specific functions and common workflows are available for new employees that need training, as well as seasoned employees looking for a better process or some tips & tricks.

Education plans for AMS360, BenefitPoint, QQCatalyst, InsurLink, ImageRight/WorkSmart. PL Rating, and BenefitPoint can be found within the Training Resources section of MyVertafore.  

Did you Know?

Our Did you know? video series contains short videos that we send out monthly to help you get the most out of your products. We highlight underutilized features, valuable integrations, and new features and capabilities that you can take advantage of. You can check out previous videos in Vertafore University or on the HELP pages within your solution.

Office Hours

In Office Hours webinars we chat with you live about a specific product and topic. We bring product experts to cover some of our FAQs, such as Commissions, Templates, and Year-End Accounting. We share our tips & tricks and best practices, plus always save time for your questions.

Office Hours are hosted quarterly for each product, with registration via email. Don’t think you’re receiving invitation emails? Update your settings here.

All of our learning resources can be found on Vertafore University or MyVertafore, and email subscriptions can always be edited to include more educational resources. As we all begin 2021, we hope to make your life a little easier at work. Perhaps using more Vertafore resources could even be a new year resolution!