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EbixEnterprise vs. Vertafore Agency Platform

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    EbixEnterprise

    Score9 out of 10
    N/AEbix, headquartered in Johns Creek, offers EbixEnterprise, an insurance suite supplying integratable modules supplying CRM (powered by Ebix's SmartOffice solution), insurance exchange, policy administration, and other features. EbixEnterprise can be configured to meet the needs of hospital systems, insurance agencies, and benefits administrators in enterprises.N/A

    Vertafore Agency Platform

    Score7.3 out of 10
    N/AVertafore Agency Platform is the vendor's comprehensive suite of applications for managing policies, customers, payments and claims, and integrates with other popular applications (e.g. DocuSign) to provide a comprehensive solution for agencies.N/A
    Pricing
    EbixEnterpriseVertafore Agency Platform
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    EbixEnterpriseVertafore Agency Platform
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details
    More Pricing Information
    User Ratings
    EbixEnterpriseVertafore Agency Platform
    Likelihood to Recommend
    9.0
    (1 ratings)
    8.0
    (3 ratings)
    Usability
    -
    (0 ratings)
    8.0
    (1 ratings)
    Support Rating
    -
    (0 ratings)
    9.0
    (1 ratings)
    User Testimonials
    EbixEnterpriseVertafore Agency Platform
    Likelihood to Recommend
    Ebix
    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.
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    Vertafore
    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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    Pros
    Ebix
    • Accurate quoting using Carrier software for advances sales
    • Allows electronic application submission
    • Ability to compare side by side many options
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    Vertafore
    • searching for customers is easy
    • workflow is adjustable based upon agency's needs
    • several reporting options
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    Cons
    Ebix
    • 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
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    Vertafore
    • Price (although thats not a concern for my role)
    • Website "knowledge base" is difficult to navigate
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    Usability
    Ebix
    No answers on this topic
    Vertafore
    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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    Support Rating
    Ebix
    No answers on this topic
    Vertafore
    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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    Alternatives Considered
    Ebix
    No answers on this topic
    Vertafore
    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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    Return on Investment
    Ebix
    • 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
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    Vertafore
    • ROI is positive
    • The price for the product keeps increasing
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