Who Uses This Software?

Insurance agencies, carriers, MGAs and MGUs use Vertafore to grow their businesses, process claims for their customers, and ensure efficiency across operations.


Average Ratings

2 Reviews

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • 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.


Vertafore Agency Platform Features

  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Rating
  • Life & Health
  • Policy Management
  • Property & Casualty
  • Quote Management

Vertafore Agency Platform Reviews


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.