Vertafore Pipeline Manager Software


Vertafore Pipeline Manager is a vertical-specific sales force automation (SFA) application from Vertafore, a leading provider of technologies and services tailored to the needs of the insurance industry.

This solution allows insurance professionals to manage leads and opportunities, including “x-date prospects” who are 30-90 days from their next insurance renewal, and therefore most open to receiving a price quote from another agency. This helps producers focus on selling and cross-selling, while giving managers insight into the sales pipeline with sales reports and dashboards.

Because Vertafore Pipeline Manager is built from the ground up for the insurance industry, it requires little customization or special training, allowing for a faster and more affordable implementation. It also allows users a range of options to import contact data.

Producer Advantage, Vertafore’s free native mobile app for iOS and Android, also allows sales reps to view, edit and add prospects, opportunities and notes while in the field.


Vertafore Pipeline Manager - Dashboard
  • Vertafore Pipeline Manager - Dashboard
  • Vertafore Pipeline Manager - Search
  • Vertafore Pipeline Manager - Contact
  • Vertafore Pipeline Manager - Custom fields
    Custom fields
  • Vertafore Pipeline Manager - Opportunity
  • Vertafore Pipeline Manager - Prospect
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Web browser (OS agnostic), Windows 2000, Windows 8

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Travi from Insurance
Specialty: Insurance
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2017

November 2017

Good Product



Product Quality

Customer Support

Value for Money


Works like it should and does everything you need it to do pretty easily. I would recommend this to another agent


Sometimes it is slow and also customer support can be hard to contact or slow to have a response if you need help.

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