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Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10About Vertafore Agency Platform
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...
Agent record
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10Average User Ratings
Overall
Ease-of-use
3.5
Value for money
3.5
Customer support
3.5
Functionality
4.0
Likelihood to Recommend
Not likely
Very likely
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September 2019
Lacey from A & B Insurance Agency Inc
Company Size: 2-10 employees
Industry: Insurance
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
4.0
Functionality
5.0
September 2019
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.
Reasons for Choosing Vertafore Agency Platform
I know the owner did trials with a few other platforms, but I'm unaware of the names.
Reasons for Switching to Vertafore Agency Platform
Pricing, Options, and report functions
September 2020
Austin from Cross Point Insurance Advisors
Company Size: 51-200 employees
Industry: Insurance
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
2.0
Customer support
2.0
Functionality
5.0
September 2020
Independent Insurance Platform
Overall, my collogues and I use it and it serves its purpose well. We always dread having to train new employees because it is so complicated.
Pros
I like that functionality of this software, it can do everything you want it to as long as you know how to use it.
Cons
This is a very hard program to learn. My first year of using it was very rough because it has a very antiquated feel to it. But once you start learning the shortcuts, it does everything you need it to do.
June 2020
T Vance from Insurance & Mortgage Services
Company Size: 2-10 employees
Industry: Insurance
Time Used: More than 2 years
Review Source
Ease-of-use
2.0
Value for money
1.0
Customer support
1.0
Functionality
3.0
June 2020
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 ...
December 2019
Austin from Cross Pointe Insurance Advisors
Company Size: 51-200 employees
Industry: Insurance
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
2.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
December 2019
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.
July 2020
DANIEL from 3D INSURANCE SERVICES
Company Size: 1 employee
Industry: Insurance
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
3.0
Customer support
5.0
Functionality
5.0
July 2020
GREAT PRODUCT, HARSH PRICE
THEIR EASE OF USE, THEIR ABILITY TO ACCURATELY QUOTE AS MANY CARRIERS AS THEY CARRY AND THEIR OVER ALL HISTORY IN THE INSURANCE INDUSTRY MAKES THEM GREAT, ALL AGENTS KNOW THAT, THEY KNOW THAT, AND THEY CHARGE A PREMIUM FOR IT.
Pros
I LIKED THE FACT THAT VERTAFORE (FSC) WAS VERY ACCURATE, IT WAS FAST, AND IT LET US QUOTE WITHOUT THE HICCUPS AS OTHER SOFTWARE. THEY HAVE CONTRACTS WITH JUST ABOUT EVERY INSURANCE CARRIER.
Cons
THEY ARE WAY OVER PRICED, ESPECIALLY WHEN YOU OPEN YOUR NEW AGENCY, CHANCES ARE YOUR NOT GOING TO HAVE A PLETHORA OF CARRIERS, YOUR GOING TO START WITH 2 - 6, SO FOR THE PRICE IT IS NOT WORTH IT.
September 2020
Susan from Abbe Insurance Agency
Company Size: 2-10 employees
Industry: Insurance
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
4.0
Functionality
4.0
September 2020
Agent Review
When I have a question, the customer service department is always helpful. I have even had them login to my system, and take over the screen to fix settings, problems, etc.
Pros
As a busy agent, this software saves me time when quoting. I can put all the customer's information into the system and can get the best quote within seconds!
Cons
You need to keep your company passwords up to date. If you don't the rater will not work properly.
November 2017
Travi from Insurance
Company Size: 11-50 employees
Time Used: Less than 2 years
Review Source
Ease-of-use
4.0
Value for money
4.0
Customer support
3.0
Functionality
4.0
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
January 2017
Corey from SCORES2, LLC
Company Size: 2-10 employees
Industry: Insurance
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
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.
December 2019
Tracy from SASid, Inc.
Company Size: 51-200 employees
Industry: Insurance
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
3.0
Functionality
5.0
December 2019
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.
June 2020
cindy from Royal Lion Insurance
Company Size: 2-10 employees
Industry: Insurance
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
3.0
Value for money
1.0
Customer support
3.0
Functionality
2.0
June 2020
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.