Curata vs. Vertafore Agency Platform

I liked Curata, but it depends on the use case of how it will be used as to how effective it is for someone. If you are trying to curate content it works great. Had I not been so put off by the issue mentioned earlier I would have given more effort to learn the CMS, so I am not sure how effective it really is.

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Vertafore is great for everyday insurance service and doc storage. It works well for invoicing. Vertafore is smooth is bridging client information to PL rater, making remarketing simple. We used to reinput all of the client information in order to give quotes. Its now the click of a button and all information transfers

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• Curata is great at curating in content that is relevant to our audience. It is easy to add many different sources to the feed from all around the web and we've really seen Curata "learn" what we see as the most relevant.
• The microsite we got as part of our Curata subscription is really fantastic. It's very customizable and we've been able to really craft it to suit our needs. There are so many different options available and our Curata rep has been really great with helping us cater each piece to our vision while making helpful suggestions along the way in terms of best practices. Plus, the word processor for publishing blog posts is so easy to use and I've had no issues with it so far unlike many other CMS platforms I've worked with. The Curata microsite is actually going to be replacing our current blog very soon - we love it that much!
• I've had a great experience with customer service from Curata. Our rep is responsive and helpful and really good about not just answering our concerns but also providing feedback on our processes and giving advice for how we can improve.
• Search capabilities within the curated content feed are fabulous. This is one area where I found other solutions to be lacking when we were going through the sales process, but Curata really succeeds here. It's extremely easy to find exactly what you're looking for in your content feed.

• searching for customers is easy
• workflow is adjustable based upon agency's needs
• several reporting options

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• more subscription plans as not all people need all features.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Price (although thats not a concern for my role)
• Website "knowledge base" is difficult to navigate

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

For all of the features we loved when we signed on like the microsite and search capabilities and also their customer service, we will very likely renew with Curata. We also really like the evolution we have seen of the solution, just recently a new integration with Marketo (also a vendor of ours) was announced which will be very beneficial to us in optimizing our email newsletters

Vertafore is relatively easy to use for general use. The point and click features for everyday use are pretty self explanatory. I like the 2 factor security as well as the overall cloud security of the system. That is very important in todays cyber environment. Single sign on is also a big help.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Its very good. They have teams for each software product they offer. They have specific teams available for specific tasks such as data migrations, upgrades, etc. The employees they hire for their support teams are always knowledgeable about their products and are good to work with. They also speak clear english which is a plus when details matter and an incorrect or misunderstood word/phrase could cause issues.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

The main difference that made me choose Curata over Percolate is that it is not complex. Curata is easier to set up, to use, and to manage. It does not involve any complicated configuration to get the content and data you need. Curata technical support is amazing, to say the least. I am not an expert in the technical stuff, but I feel assured their team can help me out when I have an issue

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

We selected Vertafore Agency Platform after considering it's ability to provide detailed reports on everything from line of business to company comparison. We also visited another agency that was using Vertafore Agency Platform and received positive reviews from them.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• I would say neutral for us, but more so because of how we were using it and it being a stop-gap fix for us.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• ROI is positive
• The price for the product keeps increasing

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info