SendPulse vs. Vertafore Agency Platform

SendPulse is great if you want to connect with your list on a more personal basis, and making sure that your email reaches your subscriber when it is best for him/her. You can also use the SMS function (though I haven't used it yet). Let's say you have clients and want to send a message to them automatically on their birthday, SendPulse allows you to do that. It allows you to add in specific fields that are relevant to you, in order to customise your messaging as much as you want and need.

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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• One of the best features of this software is its user interface. I found it very intuitive.
• It has sms feature also which is a great add-on to this software.
• It has live chat support feature. And I find it very helpful when i find any technical problem.

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

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• I like its Drag and Drop function to design e-mailers but it lacks in some functionalities. Foe example when I write two different contents in a same box I need a line to show separation between my contents in the same box but this feature is unavailable in SendPulse.
• They should include more fonts. Every product or service needs different kind of fonts to make a right impact on customers. With limited option of fonts it restricts user's creativity.
• It is good to have templates to give users some idea for designing campaigns but here SendPluse has nothing much to offer. They have very limited number of templates.

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

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Because I love how easy and intuitive SendPulse is.

I find that overall SendPulse is very intuitive to use and the support is there to help you out in case you don't find how to do what you wish to do. The drag and drop functionalities make it easy to create the newsletters you want. Every field is explained and small tutorials are included to show you how to create a new template, newsletter, etc. which makes it very easy to use.

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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Every time I contacted the support team with a question or a problem, they were very fast in replying and helping me out solve it. Usually latest within 10 minutes I would receive a first answer, and the problem would get solved on the same day.

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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When implementing SendPulse, it is a good idea to have a transition phase where you still use both systems, in case anything goes wrong.

For SendPulse's price point, I consider their competition to be the likes of Mailchimp, ConstantContact, etc. While SendPulse rates roughly average across the board in all areas, for businesses looking for the cheapest option (which comes with a lack of features/quality), ConstantContact beats them. For quality/features/value, I'd say Mailchimp is the best option for small businesses.

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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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• Tapping NRI clients with this software helps me in generating good revenue in last financial year.
• I grow my NRI database by 60 in last year. And this software played a major role in doing so.
• It made brand building very easy among my clients.

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

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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