Effective training unlocks the true power of your Vertafore solution, allowing your team to minimize inefficiencies and maximize productivity. Our training specialists offer onsite and web-based training tailored to fit your needs and help ensure the highest possible return on your investment.

Training is available on AfW, AIM, AMS360, ImageRight, Phoenix, Portal Server, PremiumBill, Prime, Producer Plus, ReferenceConnect, ClientConnect, PL Rating and Sagitta solutions and can include any of the following services:

• Pre-live training to prepare your team for a conversion or upgrade
• Live-week training to answer questions after your system goes live
• Follow-up training after 4-6 weeks to review workflows and help streamline procedures
• Ongoing training as needed for new employees or to assess workflows and processes
• Customized on-site training and mentoring at your location
• Standard Classroom training conducted at our offices
• Web-conference mentoring

Continuing education for agencies
Interested in affordable continuing education courses? Want the flexibility to work toward a certificate of completion at your own pace? In partnership with WebCE, Vertafore offers online training and continuing education courses for P&C agents, life and health agents and insurance adjusters.

Connect with your agency community
Vertafore offers free services to help carriers increase the adoption of Vertafore connectivity solutions:

• On-site and web-based training for field marketing and agency support teams
• Co-sponsored webinars, e-communications and agent meetings to drive adoption
• Post-implementation training and promotion for staff and agents