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.
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Travi from Insurance
Agency type: Commercial
Number of employees: 11-50 employees
Value for money
- Easy to create COI
- Easy to use
- Easy reports
- I would reccomened this platform to a friend to use
- sometimes it can be slow to load
- customer support is slow and sometimes difficult to reach
- training was just okay
Corey from SCORES2, LLC
Number of employees: 2-10 employees
Value for money
Works well. Simple and easy to use. Easy to add agents and other users. Great for my accounting purposes.
Policy tracking and reminders
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
Displaying 1 - 2 of 2 reviews