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Vertafore Agency Platform

Vertafore Agency Platform

Overview

What is Vertafore Agency Platform?

Vertafore 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.

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Recent Reviews

TrustRadius Insights

QQ by Vertafore has proven to be effective for insurance agents in keeping track of their customers, policies, and forms. Users appreciate …
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Reviewer Pros & Cons

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Product Details

What is Vertafore Agency Platform?

Vertafore Agency Platform Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

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Attribute Ratings

Reviews

(1-2 of 2)
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Score 9 out of 10
Vetted Review
Verified User
Incentivized
Daily operations such as data maintenance/clean-up, download, reports, direct bill invoicing. The product addresses inconsistencies in data (via reporting tool) which can then be fixed. Reports are run monthly or more frequently to ensure information is accurate when upper management view production analysis.
  • searching for customers is easy
  • workflow is adjustable based upon agency's needs
  • several reporting options
  • 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
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.
  • ROI is positive
  • The price for the product keeps increasing
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.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Vertafore for one department of the organization, and this department brings in roughly 50% of the total yearly revenue for the company. Vertafore's products assist the business unit in managing client data and allowing our agents to better serve the customer. On my end of things, in IT, Vertafore has support teams available for each product to assist in day-to-day function as well as upgrades and future planning.
  • Documentation of products/features
  • Support response time
  • Price (although thats not a concern for my role)
  • Website "knowledge base" is difficult to navigate
I am in IT, and on my end their support is pretty good. Tickets are answered within a few hours on average, sometimes quicker. Anytime we have major upgrades they are on standby to assist if need be. Their teams are also available with larger projects from planning to implementing.
  • 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.
I have not used any other similar products or services, however, we have had many acquisitions and we always convert their systems over to Vertafore rather than using what they have. AMS360, Applied and TAM systems have all been converted to our Vertafore system.
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.
VMware ESXi, HPE SimpliVity (formerly OmniCube), Veeam Backup & Replication
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