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...


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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 10

5 Reviews of Vertafore Agency Platform

Average User Ratings

Overall

4.60 / 5 stars

Ease-of-use

4.0

Value for money

5.0

Customer support

4.0

Functionality

4.5

Ratings Snapshot

5 stars

(3)

3

4 stars

(2)

2

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

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Showing 1 - 5 of 5 results

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September 2019

Lacey from A & B Insurance Agency Inc

Verified Reviewer

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.

November 2017

Travi from Insurance

Verified Reviewer

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

December 2019

Austin from Cross Pointe Insurance Advisors

Verified Reviewer

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.

January 2017

Corey from SCORES2, LLC

Verified Reviewer

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.

Verified Reviewer

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.