Vertafore Agency Platform Overview

Vertafore Agency Platform is a comprehensive insurance agency software that helps agencies streamline their operations and improve customer service. The platform integrates multiple core functions, including customer relationship management (CRM), policy management, claims processing, and billing. It enables insurance agents to manage customer information in a centralized system, allowing for quick access to client data, policy details, and claim status. The software supports real-time quoting, underwriting, and document management, reducing the time spent on administrative tasks and minimizing errors. Vertafore Agency Platform also offers powerful analytics and reporting tools that provide insights into agency performance, helping businesses make data-driven decisions to improve efficiency and profitability. The software is designed to handle complex workflows and is customizable to suit the specific needs of an insurance agency. It also integrates with third-party systems, enhancing its flexibility and scalability. Vertafore Agency Platform is an essential tool for agencies seeking to optimize operations, improve customer service, and grow their business.

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Vertafore Agency Platform Screenshot & Video

Contact Details

  • Vendor Name Vertafore
  • Founded 1991
  • Location United States

Support

  • Chat Chat

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Insurance

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Vertafore Agency Platform Features

  • Arrow Icon Insurance Rating
  • Arrow Icon Contact Management
  • Arrow Icon Insurance Policy Management
  • Arrow Icon Document Management
  • Arrow Icon Claims Management
  • Arrow Icon Self Service Portal
  • Arrow Icon Property & Casualty
  • Arrow Icon Commission Management
  • Arrow Icon Policy Management
  • Arrow Icon Life & Health
  • Arrow Icon Workflow Management
  • Arrow Icon Audit Trail
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Activity Tracking

Vertafore Agency Platform Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Vertafore Agency Platform FAQs

Vertafore Agency Platform is a comprehensive insurance agency software that helps agencies streamline their operations and improve customer service. The platform integrates multiple core functions, including customer relationship management (CRM), policy management, claims processing, and billing. It enables insurance agents to manage customer information in a centralized system, allowing for quick access to client data, policy details, and claim status. The software supports real-time quoting, underwriting, and document management, reducing the time spent on administrative tasks and minimizing errors. Vertafore Agency Platform also offers powerful analytics and reporting tools that provide insights into agency performance, helping businesses make data-driven decisions to improve efficiency and profitability. The software is designed to handle complex workflows and is customizable to suit the specific needs of an insurance agency. It also integrates with third-party systems, enhancing its flexibility and scalability. Vertafore Agency Platform is an essential tool for agencies seeking to optimize operations, improve customer service, and grow their business.

  • No, Vertafore Agency Platform does not offer a free version.

  • Yes, Vertafore Agency Platform offers a free trial.

  • No, Credit Card details are not required for the Vertafore Agency Platform trial.

  • Vertafore Agency Platform supports the following payment frequencies:

    • Monthly Subscription

  • No, Vertafore Agency Platform does not offer an API.

  • Vertafore Agency Platform offers support with the following options:
    • Chat

  • Vertafore Agency Platform offers training with the following options:
    • In-person , Live Online , Webinar , Documentation

  • Vertafore Agency Platform supports the following languages:
    • English

  • Following are the typical users of the Vertafore Agency Platform:
    • Self-Employed , Small-Business , Midsize-Business

  • Vertafore Agency Platform supports the following deployment:
    • Cloud Hosted

  • Vertafore Agency Platform supports the following devices and operating systems:
    • Web-Based

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