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.

 

Vertafore Agency Platform - Agent record
 
  • Vertafore Agency Platform - Agent record
    Agent record
  • Vertafore Agency Platform - My agents
    My agents
  • Vertafore Agency Platform - Policy builder
    Policy builder
  • Vertafore Agency Platform - Process dashboard
    Process dashboard
  • Vertafore Agency Platform - Purge accounts
    Purge accounts
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10

2 Reviews of Vertafore Agency Platform

 

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Software Advice Reviews (1)
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Showing 1-1 of 1

Travi from Insurance
Specialty: Commercial
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2017

November 2017

Good Platform

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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
 
 
 
Showing 1-1 of 1

Corey from SCORES2, LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

Great product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

Review Source: Capterra