# Vertafore Agency Platform Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Vertafore Agency Platform Software - reviews, pricing plans, popular comparisons to other Insurance products and more. Source: https://www.capterra.com/p/95850/Vertafore-Agency-Platform --- # Vertafore Agency Platform Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Vertafore Agency Platform ## What is 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. ## What is Vertafore Agency Platform used for? [Insurance](https://www.capterra.com/insurance-agency-software/) Top alternative Featured Overall rating Based on 15 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $1000 Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Vertafore Agency Platform?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.vertafore.com/&name=Vertafore Agency Platform) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Vertafore Agency Platform 3.4 (15) VS. [3.6 (22)](https://www.capterra.com/p/167497/Macaw/reviews/) Starting Price $1000 Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.2 (15) Ease Of Use 3.2 (22) Value For Money 2.9 (14) Value For Money 3.6 (15) Customer Service 2.9 (15) Customer Service 3.6 (14) ## Vertafore Agency Platform alternatives [4.2 (141)](https://www.capterra.com/p/70671/Applied-Epic/reviews/) Starting price $1000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 80% of reviewers rated it above 4 stars [3.7 (74)](https://www.capterra.com/p/102928/EZLynx/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 62% of reviewers rated it above 4 stars Highest Rated [4.9 (247)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [4.8 (5)](https://www.capterra.com/p/166075/Financial-CRM/#reviews) Starting price $325.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/95850/Vertafore-Agency-Platform/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Insurance Policy Management 2.3 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Create, administer and manage insurance policies for various customers and insurance lines Quotes/Estimates 2.3 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Generate quotes or estimates for customers Client Management Manage contact details and communication with clients Document Management Store, manage, and track all electronic documents in a centralized location Policy Management Create, manage, and track policies and procedures within an organization Vertafore Agency Platform 5 features Manage contact details and communication with clients Store, manage, and track all electronic documents in a centralized location Create, administer and manage insurance policies for various customers and insurance lines Create, manage, and track policies and procedures within an organization Generate quotes or estimates for customers Get Advice We can help you find the software with the features you need. Features 3.5 (15) 3.5 Based on 15 reviews ## Pricing Value for money 2.9 (14) Basic $1,000 Per Month Value for money 2.9 (14) 2.9 Based on 14 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 2.9 (15) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 2.9 (15) 2.9 Based on 15 reviews ## User reviews Overall rating 3.4 Based on 15 reviews Filter by rating 5(5) 4(4) 3(2) 2(0) 1(4) Mentioned topic Sorted by most recent TA TROY A. Owner Insurance ### "Vertafore Agency Zoom" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 February 29, 2024 good experience with this Agency Platform Pros love the flexibility and the chat feature for customer service Cons they are pricier than others but this platform is more user friendly Reasons for choosing Vertafore Agency Platform previous agency was utilizing this platform Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AA Anil A. Owner Insurance ### "Stay Away. Find something that cost less and fits your needs with better customer support." 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 3.0 3.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 November 9, 2023 I regret my decision to sign up for Vertafore products, but I am too deep into it after spending over $10,000 within my 1st year for PLR, QQ and Agency zoom. Still looking for alternatives which may fit my commercial agency needs and will switch in a heartbeat when I find them. The management’s focus on customer satisfaction or customer service is extremely low. The integration with 3rd party programs is limited especially is it a competing product that vertafore offers. Example is their commercial rater which is worthless and because of that they do not allow integrations with established commercial lines raters in the market. Pros Good integration between QQ and Agency Zoom but be ready to spend an additional $3,000 - $6,000 by paying 3rd party vendors if you really want to understand the automation and spend days in understanding, editing, and customizing the automation steps to your agency needs. The sales team will promise you the world but that’s where it ends. Cons Too expensive for what you get. They make you pay for their program/s and services the day you sign the contract, but the implementation can take them 4 - 6 weeks. Meaning they are swindling you by charging for 4-6 weeks without you being able to use the system. The support staff is not cross trained to help you with QQ and Agency Zoom. Be ready for frustration and a lot of time wasted to get a resolution to your problems. They continue to sell the PL rater for personal lines, but it is useless for CA and some other states where the personal lines markets are tough and there are not many carriers available. There is no understanding or exceptions they make if you get a product that is worthless as they will make you pay for it for the entire length of the contract. The company does not give enough notice to their users when they make any upgrades or changes to the system. All these always result in problems and the hold times to speak to someone in support could be up to an hour and you'd be lucky to find someone who can actually resolve the issues with just 1 call. Submitting tickets via the support portal is a total waste of time since there may be no response at all, or it may come days/weeks later. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JS Jennifer S. Agent/Owner Insurance ### "Maybe a review will make them process my 5 month refund" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 September 8, 2023 We never utilized the software and recently switched to another. Although out of contract and able to cancel at any time, they have continued to charge my card for 5 months. Each time telling me they would issue a refund the next billing cycle. Pros We had this platform for over 6 years and never used it. Cons Complexity of setting up and lack of help from customer service. We were told to watch the videos. On occasion we would reach someone who was willing to help. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AD Amy D. d Insurance ### "Unsatisfied customer" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 July 26, 2023 Pros None I will not do business with this company again. Cons When we decided we wanted to switch providers. We were told we could continue with the system paying monthly until we switched. Then one day we were locked out of our system with no warning. Our 12 month contract had expired and they shut us off. We only needed use of the system for about 30 more days, but they came back and told us that they don't do montly contracts and we would have to sign up for 6 months or a year. Would you pay for 6 months of something you only needed for 1 month? I will never do business with a company like this again. We have no access to all our customer information to help our clients, until the other company can get us up and running. I am disappointed in the corporate greed we have in our society. I understand yearly contracts, but I also understand when a service is provided that is the lifeline of a company and they don't want to use your services anymore there needs to be a transition period. Clearly they are all about how to rip off the little guy. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RT Rachel T. RAM Insurance ### "Worst AMS on the Market! Stuck in the 90s!" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 March 24, 2023 Not even the support staff really know how to use the system, so they can't help. And with this system they charge you for training. You would think that the company should want you to like their system and they would show you how to use it. They don't care, they just want your money. Pros The only thing I can say that I like even a little is the suspense system, but the reality other companies do that better too. Cons The Certificate system is a total joke. It is clunky. There is usually not enough room to accommodate The cert holders full name and address. Try telling a government agency not to be so rigid and to accept a simplified version of their request. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. WT WAYNE T. president Insurance ### "QQ Catalyst From Vertafore" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 May 18, 2021 Keeping track of customers, policies, forms, etc are very easy with QQ by Vertafore. Pros The QQ Catalyst agency management system from Vertafore certainly helps keep track of customers, policies, and all related forms and paperwork. Cons Downloads can be tricky with this system. Once they get going it works well but sometimes getting started can be frustrating. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AF Austin F. Business Development Insurance ### "Independent Insurance Platform" 4.0 Overall Rating 4.0 4.0 Ease of Use 2.0 2.0 Features 5.0 5.0 Customer Service 2.0 2.0 Likelihood to Recommend 5/10 September 28, 2020 Overall, my collogues and I use it and it serves its purpose well. We always dread having to train new employees because it is so complicated. Pros I like that functionality of this software, it can do everything you want it to as long as you know how to use it. Cons This is a very hard program to learn. My first year of using it was very rough because it has a very antiquated feel to it. But once you start learning the shortcuts, it does everything you need it to do. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SV Susan V. Agent Insurance ### "Agent Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 6/10 September 24, 2020 When I have a question, the customer service department is always helpful. I have even had them login to my system, and take over the screen to fix settings, problems, etc. Pros As a busy agent, this software saves me time when quoting. I can put all the customer's information into the system and can get the best quote within seconds! Cons You need to keep your company passwords up to date. If you don't the rater will not work properly. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. DA DANIEL A. OWNER / SALES AGENT Insurance ### "GREAT PRODUCT, HARSH PRICE" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 6/10 July 28, 2020 THEIR EASE OF USE, THEIR ABILITY TO ACCURATELY QUOTE AS MANY CARRIERS AS THEY CARRY AND THEIR OVER ALL HISTORY IN THE INSURANCE INDUSTRY MAKES THEM GREAT, ALL AGENTS KNOW THAT, THEY KNOW THAT, AND THEY CHARGE A PREMIUM FOR IT. Pros I LIKED THE FACT THAT VERTAFORE (FSC) WAS VERY ACCURATE, IT WAS FAST, AND IT LET US QUOTE WITHOUT THE HICCUPS AS OTHER SOFTWARE. THEY HAVE CONTRACTS WITH JUST ABOUT EVERY INSURANCE CARRIER. Cons THEY ARE WAY OVER PRICED, ESPECIALLY WHEN YOU OPEN YOUR NEW AGENCY, CHANCES ARE YOUR NOT GOING TO HAVE A PLETHORA OF CARRIERS, YOUR GOING TO START WITH 2 - 6, SO FOR THE PRICE IT IS NOT WORTH IT. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CH cindy h. owner Insurance ### "Very expensive and outdated" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 3.0 3.0 Likelihood to Recommend 3/10 June 9, 2020 Pros The real time bridge quotes were typically correct for carrier. Cons It was very expensive. For the longest time it was not web based. It still looks very outdated. I went with turbo rater and it was about half the cost, and no contracts and web based unlike FSC. I had to call every once in a while for issues with not being to open fsc rater program. I hate how I had to have the software downloaded on the computer and if i had issues during weekend I was screwed. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/95850/Vertafore-Agency-Platform/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [Applied Epic vs Vertafore Agency Platform](https://www.capterra.com/compare/70671-95850/Applied-Epic-vs-Vertafore-Agency-Platform) [EZLynx vs Vertafore Agency Platform](https://www.capterra.com/compare/95850-102928/Vertafore-Agency-Platform-vs-EZLynx)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)