TLDCRM vs. Vertafore Agency Platform

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

• Documentation of products/features
• Support response time

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

• 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