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.

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.

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 ...

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

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.

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.

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.