EbixEnterprise vs. Vertafore Agency Platform

quoting multiple carriers with real-time pricing updates is crucial in our business and it is the only platform we are aware of that is succesful in this area. Application submission directly from a quote is very convenient. We rely heavily on the quoting platforms within EbixEnterprise for our business and without it would have to login to each carrier individually causing major delays.

Incentivized

It is user friendly. Vertafore needs to offer more free new user training - the videos are helpful but not as good as a real person.

Incentivized

• Accurate quoting using Carrier software for advances sales
• Allows electronic application submission
• Ability to compare side by side many options

Incentivized

• Documentation of products/features
• Support response time

Incentivized

• Winflex web times out too quickly and requires a new login and new data entry
• calculations can sometimes take too long causing winflex to shut down

Incentivized

• notes function does not automatically show user entering note
• need ability to search activities (I think this is coming soon)
• too many premium fields in policy data

Incentivized

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.

Incentivized

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.

Incentivized

• We have agents all over the country that come to us for carrier selection/quoting
• We are a preferred Premium Finance Brokerage and are able to be such due to the ease and speed at which we are able to look at the entire market simultaneously.
• we would not be as successful without the tools from EbixEnterprise

Incentivized

• On the IT side, their support teams make my life easier by taking care of issues that come up.
• The numbers I've seen for support appear high, however, I myself have nothing to compare this to - maybe they are average.

Incentivized