About Vertafore Pipeline Manager

Vertafore Pipeline Manager is a vertical-specific sales force automation (SFA) application from Vertafore tailored to the needs of the insurance industry.

This solution allows insurance professionals to manage leads and opportunities, including "x-date prospects" who are few days or months from their next insurance renewal and therefore most open to receiving a price quote from another agency. This helps producers focus on selling and cross-selling, while giving managers insight into the sales pipeline with sales reports and dashboards. It also allows users a range of options to import contact data.

Producer Advantage, Vertafore’s native mobile app for iOS and Android, also allows sales reps to view, edit and add prospect...

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Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Mac OS, Web browser (OS agnostic), Windows 2000, Windows 8

1 Reviews of Vertafore Pipeline Manager

Overall rating

4 / 5 stars

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November 2017

Travi from Insurance

Company Size: 11-50 employees

Industry: Insurance

Time Used: Less than 2 years

Review Source



Value for money


Customer support




November 2017

Good Product


Works like it should and does everything you need it to do pretty easily. I would recommend this to another agent


Sometimes it is slow and also customer support can be hard to contact or slow to have a response if you need help.