About Vertafore Agency Platform

Vertafore Agency Platform is a cloud-based insurance management solution designed for insurance companies of all sizes. It offers accounting, customer management, document management, policy management and reporting within a suite. Android and iOS apps available.

Vertafore Agency Platform features business process navigation, which assists users in documentation and provides forms involved in the processes. The product also features a built-in reference library, which users can refer to in difference stages of the insurance filing and business processes.

Vertafore features its “National Comparative Rating” tool, powered by PL Rating, which provides users with quotes for different types of insurance claims, such as for automobiles, home and...


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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 10

10 Reviews of Vertafore Agency Platform

Average User Ratings

Overall

4.20 / 5 stars

Ease-of-use

3.5

Value for money

3.5

Customer support

3.5

Functionality

4.0

Ratings Snapshot

5 stars

(4)

4

4 stars

(4)

4

3 stars

(2)

2

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

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Showing 1 - 10 of 10 results

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September 2019

Lacey from A & B Insurance Agency Inc

Company Size: 2-10 employees

Industry: Insurance

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

September 2019

Excellent Platform for Integration

This has really increased productivity in the office. The reports can be adjusted to whatever you need to be testing and measuring to help focus on the details.

Pros

I love how easily it integrates with my email and phone systems. When a client calls in, our phone system recognizes the phone number and pops up a new tab with the client information. It's SO nice!!

Cons

Sometimes getting through to customer service can be difficult, as we had some issues with pricing agreement.

Reasons for Choosing Vertafore Agency Platform

I know the owner did trials with a few other platforms, but I'm unaware of the names.

September 2020

Austin from Cross Point Insurance Advisors

Company Size: 51-200 employees

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

2.0

Customer support

2.0

Functionality

5.0

September 2020

Independent Insurance Platform

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.

June 2020

T Vance from Insurance & Mortgage Services

Company Size: 2-10 employees

Industry: Insurance

Time Used: More than 2 years

Review Source


Ease-of-use

2.0

Value for money

1.0

Customer support

1.0

Functionality

3.0

June 2020

LACK OF CUSTOMER SUPPORT AND DEPENDABILITY

Feeling very frustrated.

Pros

Appeared to be user friendly but has failed in this regard

Cons

We have been using Vertafore for ten years. The service couldn't be worse, phone calls and/or emails not returned. The most current issue has been Customer emails are not being merged to the agency management system thereby compromising record keeping. This has been an ongoing issue most recently we've not been able to merge emails for 10 days. As a work around we are having to cut and paste from Outlook making the management system worthless. This isn't the first time this has occurred but an on going issue. I would change to Hawksoft but the concern has been we might lose data. I suspect it would be a wise to simply make the change, but ten years is significant fearing change ...

July 2020

DANIEL from 3D INSURANCE SERVICES

Company Size: 1 employee

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

3.0

Customer support

5.0

Functionality

5.0

July 2020

GREAT PRODUCT, HARSH PRICE

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.

December 2019

Austin from Cross Pointe Insurance Advisors

Company Size: 51-200 employees

Industry: Insurance

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

2.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

December 2019

Vertafore

Overall it is good. The customer service is great and they go out of their way to answer your question and to make sure you use the platform to your advantage. The online University is also helpful, it includes prerecorded video walkthroughs for different tasks. I used that quite a bit.

Pros

If you input the data right, I like how quick/easy it to generate forms in the future for projects or for requests from the customer.

Cons

Learning how to use the software for the first time. It took me a good 3-4 months before I really started to understand how to correctly use it.

November 2017

Travi from Insurance

Company Size: 11-50 employees

Time Used: Less than 2 years

Review Source


Ease-of-use

4.0

Value for money

4.0

Customer support

3.0

Functionality

4.0

November 2017

Good Platform

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

September 2020

Susan from Abbe Insurance Agency

Company Size: 2-10 employees

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

September 2020

Agent Review

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.

January 2017

Corey from SCORES2, LLC

Company Size: 2-10 employees

Industry: Insurance

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2017

Great product

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

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.

December 2019

Tracy from SASid, Inc.

Company Size: 51-200 employees

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

3.0

Functionality

5.0

December 2019

User Friendly and Efficient

This makes my job more efficient and organized. It's a great tool to have.

Pros

I like that it keeps all of my due dates in order and is very user friendly. It helps keep me on track to make sure our agents are compliant.

Cons

There's not a lot I can say that I don't like. I wish I could use it for other functions of my job. It's beneficial to have this program.

June 2020

cindy from Royal Lion Insurance

Company Size: 2-10 employees

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

1.0

Customer support

3.0

Functionality

2.0

June 2020

Very expensive and outdated

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.