Vertafore Agency Platform vs. WebEngage

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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WebEngage can easily reduce turnaround time for product and marketing teams to execute marketing campaigns for specific user segments as well as remove any dependency on internal tech teams for the development and maintenance of automation journeys. Further, A/B tests can be executed to measure the performance of message variants in real-time directly from the panel. But WebEngage lacks a robust Analytics platform. While basic metrics such as open rate and click-through rate for messages being sent can be considered for reporting, attribution is still not the strongest suit in case the marketing team relies on multiple Ad networks for acquisition. Thus, as per experience, it's better to use the automation suite offered by WebEngage with a different data analytics platform.

Incentivized

Independently Invited by TrustRadius

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

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Independently Invited by TrustRadius

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• Ease in creating user journeys.
• Easy implementation of APIs.
• Good reporting dashboard and scheduling features.
• Segmentation of the users is easy.

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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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• Relays
• Onsite should have more options of templates.
• Backend support for better reachability of the channels.
• Cohort studies should be more customizable.

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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

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

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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

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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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

WebEngage's dashboard is relatively more intuitive and easy to understand. Further in terms of cost as well it is value to money as it delivers excellent ROI. The after-sales support is also better in terms of responsiveness and helps in case of issues with the execution of campaigns. The account managers also ideate and help in the optimization and creation of new user journeys.

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Independently Invited by TrustRadius

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

Incentivized

Independently Invited by TrustRadius

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• Helped in lowering cost of marketing.
• Driving higher volume of Direct Sales.
• Increasing conversion rate on the website.
• Increasing lead to sale ratio.

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