Name: Vertafore Agency Platform
Rating: 8.9 (13 reviews)
Author: Vertafore

Help Desk

Web and Video Conferencing

Customer Support

Feature Management

Functional Testing

Mind Mapping

Development

Business Intelligence (BI)

Calibration Management

Collaboration

Dropshipping

Enterprise Search

Integrated Workplace Management (IWMS)

Intellectual Property (IP) Management

Enterprise

Accounting

Payment Gateway

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Course Authoring

Employee Performance Management

HR Management

On-Demand Payment

Payroll

Resume Parsing

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

eLearning Content

Human Resources

3D Printers

3D Printing

Business Process Automation

Cloud Storage

Configuration Management

DevSecOps

Disk Cloning

Fraud Detection

IT Professional Services

Integration Platform as a Service (iPaaS)

Interoperability

Metadata Management

Network Access Control (NAC)

Network Performance Monitoring

Remote Monitoring and Management

SaaS Backup

Scale-Out Storage

Server Virtualization

Static Application Security Testing (SAST)

Storage Area Network

Test Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Ecommerce Personalization

Email Marketing

Event Management

Marketing Attribution

Marketing Automation

Search Marketing Intelligence

Social Media Advertising

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Transcription

Professional Services

Customer Relationship Management (CRM)

Sales

Secure Service Edge (SSE)

Security

Car Rental

Construction Accounting

Direct Secure Messaging

Home Health Care

Hospital Management

Medical Office EMR & EHR

Population Health Management

Veterinary

Vertical-Specific

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QQ by Vertafore has proven to be effective for insurance agents in keeping track of their customers, policies, and forms. Users appreciate the software's ability to serve its purpose well, although there have been some challenges when it comes to training new employees. The lack of support and training provided by the company has led to frustration among users. However, customer service has been helpful in assisting with fixing settings and problems remotely.

One of the standout features of QQ is its ease of use, accurate quoting capabilities, and industry experience. Insurance agents find that this software increases efficiency and organization in their jobs, allowing them to manage client data effectively and improve customer service. The reports generated by QQ can also be customized to focus on specific details, which aids in testing and measuring performance. Additionally, the online University offers prerecorded video walkthroughs for different tasks, making it easier for users to navigate through the software.

Despite some difficulties with training new employees, Vertafore's QQ remains a reliable choice for insurance agents due to its simplicity and effectiveness in managing customer data and enhancing accounting processes. The availability of IT support teams ensures that users receive assistance not only for day-to-day functions but also for future planning and upgrades. Overall, QQ by Vertafore addresses the needs of insurance agents by streamlining their workflows and providing valuable tools for efficient policy management.

Functionality: Users have praised the QQ Catalyst agency management system for its functionality, stating that it can perform various tasks as long as the user knows how to use it. Some reviewers found it easy to generate forms and certificates of insurance, while others appreciated its policy tracking and reminder features. Overall, users describe the software as easy to use and highly recommend it.

Time-saving quoting: Reviewers have found the software to be a time-saver when it comes to quoting. They mentioned being able to input customer information and receive the best quote within seconds. The real-time bridge quotes provided by the software were generally correct for carriers, according to some users. This accuracy and speed in generating quotes without any issues make Vertafore FSC stand out among other software.

User-friendly interface: Despite some shortcomings, many reviewers found the software to be user-friendly. It was praised for keeping all due dates in order and being very intuitive, helping agents stay on track and ensure compliance. The integration of the software with email and phone systems was also highly valued by users, making it a seamless experience when dealing with clients. Additionally, generating reports was described as a simple and straightforward process.


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.

Vertafore Agency Platform

Insurance Suites are for agencies that want to maximize interoperability by acquiring all the necessary modules from one vendor. To that end many vendors offer application suites that subsume agency management modules with billing, underwriting, claims, and policy rules management.

Insurance Suites

Likelihood to Recommend

Support Rating

DocuSign

Applied TAM

ZyWave MyWave Client Portal

Applied

Portal

Vertafore Agency Platform 2023-12-18 11:27:07

VMware ESXi

HPE SimpliVity

Vertafore Agency Platform 2020-01-14 09:12:30

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Moving parts

User friendly

Knowledge base

Difficult to navigate

Rock solid

Web server

Support is top

Message board

Top notch

Support response

Response time

Support response time

Home

Insurance Suites Software

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

ROI is positive
The price for the product keeps increasing

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

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.

VMware ESXi, HPE SimpliVity (formerly OmniCube), Veeam Backup & Replication

Vertafore Agency Platform

Overview

What is Vertafore Agency Platform?