# 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/pricing

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# 

 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.

[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/)

Overall rating

Based on 15 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$1000

Per Month

Free trial  
not available

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## 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.

[4.9 (247)](https://www.capterra.com/p/198072/ePayPolicy/reviews/)

Starting Price

$1000

Per Month

Starting Price

$25

Per Feature, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

3.2 (15)

Ease Of Use

4.9 (247)

Value For Money

2.9 (14)

Value For Money

4.8 (241)

Customer Service

2.9 (15)

Customer Service

4.8 (227)

## Vertafore Agency Platform alternatives

[4.7 (283)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/)

Starting price

$70.00

Per User, Per Month

[4.2 (141)](https://www.capterra.com/p/70671/Applied-Epic/reviews/)

Starting price

$1000.00

Per User, Per Month

[3.7 (73)](https://www.capterra.com/p/102928/EZLynx/reviews/)

Starting price

Contact vendor for pricing

[3.6 (22)](https://www.capterra.com/p/167497/Macaw/reviews/)

Starting price

Contact vendor for pricing

[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

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## 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/)

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) 

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