Vertafore Agency Platform Software

Vertafore Agency Platform Software

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About 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 natural disasters. ...
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Agent record

Vertafore Agency Platform User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

3.5

Value for money

3.5

Customer support

3.5

Functionality

4

Showing 1 - 5 of 11 reviews

Lacey

Company size: 2-10 employees

Industry: Insurance

Time used: Less than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
5

Value for money

out of 5
4

Customer support

out of 5
5

Functionality

out of 5

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

Austin

Company size: 51-200 employees

Industry: Insurance

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
2

Ease-of-use

out of 5
2

Customer support

out of 5
5

Functionality

out of 5

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.

T Vance

Company size: 2-10 employees

Industry: Insurance

Time used: More than 2 years

Review Source

This review was submitted organically. No incentive was offered
2

Ease-of-use

out of 5
1

Value for money

out of 5
1

Customer support

out of 5
3

Functionality

out of 5

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 ...

WAYNE

Company size: 2-10 employees

Industry: Insurance

Time used: Less than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
4

Ease-of-use

out of 5
4

Value for money

out of 5
4

Customer support

out of 5
4

Functionality

out of 5

May 2021

QQ Catalyst From Vertafore

Keeping track of customers, policies, forms, etc are very easy with QQ by Vertafore.

Pros

The QQ Catalyst agency management system from Vertafore certainly helps keep track of customers, policies, and all related forms and paperwork.

Cons

Downloads can be tricky with this system. Once they get going it works well but sometimes getting started can be frustrating.

DANIEL

Company size: 1 employee

Industry: Insurance

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
3

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

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.