Vertafore Platform ups and downs
December 19, 2023
Vertafore Platform ups and downs
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with Vertafore Agency Platform
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 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.
Do you think Vertafore Agency Platform delivers good value for the price?
Not sure
Are you happy with Vertafore Agency Platform's feature set?
Yes
Did Vertafore Agency Platform live up to sales and marketing promises?
No
Did implementation of Vertafore Agency Platform go as expected?
I wasn't involved with the implementation phase
Would you buy Vertafore Agency Platform again?
Yes