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.
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Agent record -
My agents -
Policy builder -
Process dashboard -
Purge accounts
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10
2 Reviews of Vertafore Agency Platform
Travi from Insurance
Specialty: Commercial
Employees number: 11-50 employees
November 2017
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
Corey from SCORES2, LLC
Employees number: 2-10 employees
January 2017
January 2017
Great product
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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.
