Learning Solutions

Learning Solutions

Here are some examples of eLearning, Instructor Led Guides, and other Learning Solutions I’ve created, implemented, and managed.

You can view or even purchase some of these courses at vertafore.learn.com


WorkSmart Engage

This course was created for a new product aimed at large agencies and brokerages. It covers how to navigate within Engage, create and work with Engagements, invite other parties to an Engagement, add and manage documents, create a submission, and post and reply to messages. This course includes audio and video and is 30 minutes in duration.

AMS 360 Training Guides

These comprehensive process and workflow management guides are valuable resources that are used by each new customer to the AMS360 agency management system. Training Consultants have an Instructor Guide that is a variation they use to guide users through the system and has scenarios and notes pertinent to Instructor Led Training.

AMS360 New User Training

This group of courses is an online eLearning version of our Instructor Led Classes for new users of the AMS360 agency management system. It covers how to navigate, create customers and policies, post and print invoices and checks, run finacial reports, etc. This course includes audio and video and varies in duration by topic.