01Agent
Read today’s agent command view, identify the quick actions, then move into assigned-work context so the recording shows where an agent starts and what deserves attention next.
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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 screensOpen the walkthrough library and play the real product workflows
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
Read the live pipeline stages, inspect a training opportunity, and move across the operating view so stage position and workflow context are visible together.
03Admin · Master Admin
Inspect current ownership and lead context, change the agent filter, and verify the management view updates to the selected producer’s workload.
04Admin · Master Admin
Use the agency-wide inventory, switch to disposed records, search for a specific account, and verify the matching historical lead remains findable.
05Admin · Master Admin
Review incoming lead quality and source context, select assignment-ready work, choose an eligible agent, and visibly confirm the intended owner in the assignment control.
06Admin · Master Admin
Open the review queue, identify the held record, and narrow the queue to that exact lead so the item requiring resolution is unambiguous.
07Admin · Master Admin
Read the disposed reason and retained record context, choose a valid new owner, reassign the opportunity, and show the successful restore confirmation.
08Master Admin · Admin
Search for a user, verify role and account context, open governed schedule settings, and close the editor without changing unrelated access.
09Master Admin · Admin
Select the correct user, initiate the administrator reset-email action, confirm the governed prompt, and visibly verify the email was accepted for delivery.
10Agent · Admin · Master Admin
Read saved notes, disposition context, calls, outcomes, ownership, and next follow-up evidence on the retained lead history instead of relying on a summary alone.
11Admin · Master Admin
Open an agent’s activity detail, review attendance and lead-work evidence, then move into the underlying follow-through context before judging performance.
12Admin · Finance · Master Admin
Read the book-level summary, then move into carrier and policy concentration evidence so the recording shows what supports the revenue signal.
13Agent · Admin · Master Admin
Enter sanitized risk details, run appetite support, inspect the returned market path, and show the verification context that keeps the final decision human-controlled.
14Finance · Master Admin
Read the evidence-backed Finance recommendation, verify the current activity count behind it, and use the dedicated Finance Pulse path before routing reconciliation or payout work.
15Marketing · Admin · Master Admin
Read campaign volume and cost, inspect a source, then move into source performance so CPL is shown beside lead quality and downstream movement.
16Admin · Master Admin
Identify a recorded workflow bottleneck, change the reporting window, and inspect transitions or revisits so the report is tied to descriptive workflow evidence.
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 Agent pathwayAdmin
Assignment, team visibility, review queues, reporting, user support, and operating controls inside Vantivue.
Open Admin pathwayMaster Admin
Agency level configuration, role management, oversight, administration, and access control inside Vantivue.
Open Master Admin pathwayFinance
Vantivue policy, commission, cost, accounting, profitability, and supporting operational views.
Open Finance pathwayMarketing
Vantivue lead sources, campaign cost, intake quality, performance reporting, and growth visibility.
Open Marketing pathwayAll Roles
Vantivue navigation, notifications, activity history, search, and how records move through the system.
Open All Roles 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.