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.
Vertafore Platform ups and downs
Vertafore Agency Platform Review - Great Support
Reviewer Pros & Cons
Product Details
- About
- Tech Details
What is Vertafore Agency Platform?
Vertafore Agency Platform Technical Details
Operating Systems | Unspecified |
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Mobile Application | No |
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Reviews and Ratings
(12)Community Insights
- Business Problems Solved
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.
Attribute Ratings
Reviews
(1-2 of 2)Vertafore Platform ups and downs
- 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
Vertafore Agency Platform Review - Great Support
- 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.