Vertafore Agency Platform Software


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.

Agent record
Agent record

Agent record

My agents

My agents

Policy builder

Policy builder

Process dashboard

Process dashboard

Purge accounts

Purge accounts

Supported Operating System(s):

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



2 Reviews of Vertafore Agency Platform

Overall rating

4.5 / 5 stars

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Travi from Insurance

Agency type:  Commercial

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

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

Review Source

Corey from SCORES2, LLC

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source: Capterra

Displaying 1 - 2 of 2 reviews