01Agent
Agent workspace
See how an agent reads the command view, understands today’s priorities, uses quick actions, and reviews the next assigned leads.
Back to Vantivue
Vantivue University
Learn Vantivue by watching Vantivue work.
This University is exclusively for learning the Vantivue system: its screens, workflows, controls, roles, and operating logic. No outside insurance curriculum is mixed into the product training.
Vantivue learning consoleOn demand
Actual Vantivue screensWalkthroughs of the real product interface using sanitized training records
16Live recordings
15System guides
6Role paths
Actual Vantivue system recordings
Watch Vantivue itself, not a generic training demo.
Real Vantivue interfaces shown with sanitized training records so customer information never appears in the University library.
02Admin · Master Admin
Lead Pipeline
Tour the actual Vantivue pipeline, workflow stages, lead cards, and the operating view used to understand where opportunities sit.
03Admin · Master Admin
Agent assignment oversight
See how management reviews current ownership, contact attempts, latest notes, follow up context, and agent level workload in one view.
04Admin · Master Admin
All Leads inventory
Use the agency wide lead inventory to find active, unassigned, assigned, and disposed records without depending on one queue.
05Admin · Master Admin
Incoming Leads assignment
Review new unassigned opportunities, inspect source and priority context, select work, and prepare assignment to an eligible user.
06Admin · Master Admin
Needs Review
See how records held for review expose the missing or questionable context that must be resolved before normal assignment.
07Admin · Master Admin
Disposed lead reassignment
Review a disposed record, its reason and note, then return a valid opportunity directly to active ownership without losing history.
08Master Admin · Admin
User management
Navigate the user directory, find an account, review role and status controls, and open governed schedule settings.
09Master Admin · Admin
Secure password reset
Watch an authorized administrator initiate the secure reset email flow and confirm that delivery was accepted for the selected account.
10Agent · Admin · Master Admin
Lead activity and notes
Open the retained record history to review saved notes, disposition context, calls, outcomes, ownership, and the next follow up together.
11Admin · Master Admin
Agent activity and follow through
Review attendance evidence, calls, lead touches, recent work, and workflow gaps before making an operational management decision.
12Admin · Finance · Master Admin
Revenue intelligence
Read book level signals across imported records, active opportunities, renewal timing, high priority work, and carrier concentration.
13Agent · Admin · Master Admin
Carrier appetite
Enter risk context, run Vantivue appetite support, review suggested market paths, and keep current underwriting verification in the loop.
14Finance · Master Admin
Finance workspace
See finance priorities, review pending work, and connect reconciliation, payout, commission, and underlying operational context.
15Marketing · Admin · Master Admin
Marketing campaign intelligence
Connect source volume and spend with CPL, campaign quality, assignment, quote activity, and downstream policy results.
16Admin · Master Admin
Process intelligence and reporting
Use recorded workflow evidence to inspect stage dwell, bottlenecks, transitions, revisits, and reporting context without turning the data into unsupported conclusions.
Learning paths
Organized around the person using Vantivue.
Each path focuses on the Vantivue screens and workflows that matter to that role, without sending users through unrelated material.
Agent
Dashboard priorities, assigned leads, customer activity, follow up, calls, quotes, renewals, carrier intelligence, and AI support inside Vantivue.
Open pathwayAdmin
Assignment, team visibility, review queues, reporting, user support, and operating controls inside Vantivue.
Open pathwayMaster Admin
Agency level configuration, role management, oversight, administration, and access control inside Vantivue.
Open pathwayFinance
Vantivue policy, commission, cost, accounting, profitability, and supporting operational views.
Open pathwayMarketing
Vantivue lead sources, campaign cost, intake quality, performance reporting, and growth visibility.
Open pathwayAll Roles
Vantivue navigation, notifications, activity history, search, and how records move through the system.
Open pathwayHow Vantivue University works
Watch it once. Repeat it inside Vantivue.
Start with your role
Choose the pathway that matches the work you actually perform inside Vantivue.
Watch Vantivue itself
Use real system recordings to see the Vantivue interface and workflow before repeating it yourself.
Follow the how to
Written steps stay beside the lesson so the same process can be repeated inside Vantivue.
Return as Vantivue evolves
The library grows as Vantivue adds and changes workflows, controls, and operating views.
Vantivue course library
Find the Vantivue workflow you need in under a minute.
Search by task, filter by role, and use the written how to as the repeatable reference for the Vantivue workflow.
15 lessonsEvery role
System training only
The recordings show the actual Vantivue interface.
The University now includes sixteen Vantivue system walkthroughs across agent work, lead operations, administration, finance, marketing, carrier intelligence, revenue intelligence, and reporting. Every recording uses sanitized training records so the interface and workflow are real while customer and agency data stays out of the training library. The library can continue growing as Vantivue evolves.