Vertafore Agency Platform 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
User Reviews

Overview

Vertafore Agency Platform

3.4

(15)

Pricing

Starting at $1,000.00 per month

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 natural disasters.

Vertafore is available in three different pricing tiers: Essentials, Professional and Enterprise. The product also offers integration with Microsoft Office Suite. The vendor provides phone and live chat support, and also offers online case submission.

Vertafore Agency Platform Screenshots

Vertafore Agency Platform Pricing and Plans

Starting price: $1,000.00 per month

Free Trial

Free Version

Basic

$1,000.00

per month

No plan information available

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Vertafore Agency Platform Features

Popular features found in Insurance
Activity Tracking
Audit Trail
Contact Management
Document Management
Insurance Rating
Policy Management
Quotes/Estimates
Self Service Portal
Workflow Management
More features of Vertafore Agency Platform
Client Management
Insurance Policy Management

Vertafore Agency Platform User Reviews

Overall Rating

3.4

Ratings Breakdown

33%

27%

13%

27%

Secondary Ratings

Ease of Use

3.2

Value for money

3.1

Customer support

3.1

Functionality

3.5

TROY A.

Verified reviewer

Insurance

2-10 employees

Used weekly for more than 2 years

Review source

Reviewed February 2024

Vertafore Agency Zoom

good experience with this Agency Platform

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Lacey A.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 2 years

Review source

Reviewed 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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for switching to Vertafore Agency Platform

Pricing, Options, and report functions

Anil A.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 12 months

Review source

Reviewed November 2023

Stay Away. Find something that cost less and fits your needs with better customer support.

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Austin F.

Verified reviewer

Insurance

51-200 employees

Used daily for more than 2 years

Review source

Reviewed 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.

Ratings Breakdown

Ease of use

Customer support

Previously 5

Functionality

Previously 4

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.

WAYNE T.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 2 years

Review source

Reviewed May 2021

QQ Catalyst From Vertafore

Keeping track of customers, policies, forms, etc are very easy with QQ by Vertafore.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Rachel T.

Verified reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed March 2023

Worst AMS on the Market! Stuck in the 90s!

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Amy D.

Verified reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed July 2023

Unsatisfied customer

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

T Vance W.

Verified reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed June 2020

LACK OF CUSTOMER SUPPORT AND DEPENDABILITY

Feeling very frustrated.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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 ...

cindy h.

Verified reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed June 2020

Very expensive and outdated

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Jennifer S.

Verified reviewer

Insurance

2-10 employees

Used monthly for more than 2 years

Review source

Reviewed September 2023

Maybe a review will make them process my 5 month refund

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

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