Who Uses This Software?

Every day thousands of insurance agencies, carriers, MGAs, MGUs, and 22 states use Vertafore to grow their businesses, process claims for their customers, and ensure the business is growing


Average Ratings

2 Reviews
  • 4.5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Vertafore
  • www.vertafore.com/
  • Founded 1969
  • United States

About Vertafore Agency Platform

Vertafore Agency Platform goes beyond traditional insurance agency management systems. From customer and policy management, to agency licensing, reference materials, and real-time rating, only Vertafore offers this comprehensive platform designed to make the modern agency more profitable today and into the future.


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Vertafore Agency Platform Features

  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Rating
  • Policy Management
  • Quote Management

Vertafore Agency Platform Reviews Recently Reviewed!

Good Platform

Nov 09, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: - Easy to create COI - Easy to use - Easy reports - I would reccomened this platform to a friend to use

Cons: - sometimes it can be slow to load - customer support is slow and sometimes difficult to reach - training was just okay

Great product

Jan 24, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Policy tracking and reminders

Cons: Can be a little glitchy at times. Set something up to save it come back latter to use and it is gone.

Overall: Works well. Simple and easy to use. Easy to add agents and other users. Great for my accounting purposes.