It has been an excellent experience and  look forward to working with them for years to come.

I don't there is anything I actually dislike about Billy.

What I like about Billy the most is that it gives me a place where I can store vendors paperwork. The software is easy to navigate and helps promote organization in my office.

Their customer service is outstanding and very responsive. They develop features very quickly and they solve real problems that save us lots of headaches, time and make us that much more efficient.

We struggled for a while with finding one that would be a right fit, so far all of our vendors/consultants haven't had any trouble accessing the platform and loading documents.

I think the customer service is fantastic. Sensitive content hidden] has been with us since day one.

I don't like that the % complete does not remove any items that you have paused so the total complete figure is lower than the actual figure.

I have had an excellent experience with Billy to date.

I have been using Billly for insurance for over six months and I have had a great experience with using the program and collaborating with their team.

Sleek, functional, easy to use. Customer support is out of this world fantastic and responsive.

All in One and growing with the types of docs they are managing. Integration - They are working on integrating with different software.

The software is user friendly and Billy is adding different features that we can grow with to accomplish our goals for COI's and other vendor documents.

We were struggling with the volumne of emails regarding insurance. There was no easy way to track which subs needed insurance and which endorsements were missing.

Their professionalism and creating a program that makes my work duties so much easier has been a real lifesaver the past few weeks that we have been using it.

I found that the most useful aspect of Billy is that the information from the documents is automatically transferred over to the side navigation bar.

Once the integration took place from our old tracking system to Billy, it runs so smoothly and is so easy to use.

Easy to use, I love that our reps from Billy actually respond so quickly.

When I have a question, the customer service department is always helpful.

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.

Although out of contract and able to cancel at any time, they have continued to charge my card for 5 months. Each time telling me they would issue a refund the next billing cycle.

Meaning they are swindling you by charging for 4-6 weeks without you being able to use the system. The support staff is not cross trained to help you with QQ and Agency Zoom.

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.

I hate how I had to have the software downloaded on the computer and if i had issues during weekend I was screwed.

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.

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.

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.

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.

Example is their commercial rater which is worthless and because of that they do not allow integrations with established commercial lines raters in the market.

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.

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.

And with this system they charge you for training. You would think that the company should want you to like their system and they would show you how to use it.

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.

I like that functionality of this software, it can do everything you want it to as long as you know how to use it.

This makes my job more efficient and organized. It's a great tool to have.

I have even had them login to my system, and take over the screen to fix settings, problems, etc.

US Dollar

Billy is a risk management solution that helps reduce friction between businesses. You can automate the verification of insurance, licenses and compliance documents of your vendors, suppliers and tenants in minutes. 

Billy helps companies centralize compliance documents such as certificates of insurance, licenses, vaccines, training records, W9, vendor applications and tenant applications in one location. 

Billy works with all-sized businesses across the globe to build out a digital platform that transforms risk into opportunity.

LongDescription

Document Storage

Access Controls/Permissions

Activity Tracking

Risk Management

Process/Workflow Automation

Audit Trail

Version Control

Compliance Management

Real Time Data

Workflow Management

Activity Dashboard

Reporting & Statistics

Customizable Templates

Audit Management

Alerts/Escalation

Real Time Reporting

Compliance Tracking

Archiving & Retention

Task Management

Subcontractor Management

Operational Risk Management

Real-Time Monitoring

Contract/License Management

Legal Risk Management

Policy Management

Risk Assessment

Risk Analysis

Multiple Projects

Risk Reporting

Contact Management

Reputational Risk Management

Configurable Workflow

Risk Scoring

Risk Alerts

Real-Time Notifications

Real-Time Updates

Email Management

Alerts/Notifications

Contractor Management

Contractor Database

Reporting/Analytics

Monitoring

Business Process Control

Third-Party Integrations

Document Management

Dashboard

Please contact Billy directly for pricing details.

Email/Help Desk

Phone Support

24/7 (Live Rep)

2-10

11-50

51-200

201-500

501-1000

Billy

In Person

Live Online

Webinars

Documentation

Videos

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.



Billy vs Vertafore Agency Platform

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