Vertafore Agency Platform software


2 reviews(4.5/5)
2 reviews(4.5/5)

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.

Supported Operating System(s):
Mac OS , Web browser (OS agnostic) , Windows 10

2 Reviews of Vertafore Agency Platform

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  • Travi from Insurance

    Specialty: Commercial

    Number of employees: 11-50 employees

    November 2017

    Good Platform

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Corey from SCORES2, LLC

    Number of employees: 2-10 employees

    January 2017

    Great product

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    Review Source: Capterra
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