Vertafore Agency Platform


What is Vertafore Agency Platform?

"Vertafore Agency Platform is an insurance agency management system."

Vertafore Agency Platform is a software product that helps insurance agencies better serve their customers by increasing productivity for administrators. It also features a policy management, licensing agreements, hosts reference materials, and showcases real-time ratings of your agency. It is a comprehensive platform that helps agents fulfill the needs for productivity and automation.

The platform also offers Resource Center, which has a complete library that your users can refer to in various stages of their business processes.


Vertafore Agency Platform scored 84/100 (Top 3 in Insurance) in the Insurance category. This is based on user satisfaction (76/100), press buzz (41/100), and other relevant information on Vertafore Agency Platform gathered from around the web.

The score for this service has improved over the past month. What is this?

  • Vertafore Agency Platform
  • Vertafore Agency Platform
  • Vertafore Agency Platform
  • Vertafore Agency Platform
  • Vertafore Agency Platform

Vertafore Agency Platform Product Overview

  • Insurance Rating

  • Policy Management

  • Quote Management

  • Easy Reports

  • Easy to Create COI

  • Dashboard

  • Mobile Apps


Languages: English

Vertafore Agency Platform Features

  • 2-Factor Authentication
  • API
  • Contact Management
  • Customer Management
  • Data Export
  • Data Import
  • External Integrations
  • Multi-User
  • Notifications

Vertafore Agency Platform FAQs

Does Vertafore Agency Platform offer multi-user capability (e.g. teams)?

No.

Does Vertafore Agency Platform offer guides, tutorials and or customer support?

Support: Phone Support, Email Support, Live Support, Knowledge Base.

What platforms does Vertafore Agency Platform support?

Vertafore is a cloud-based software with Android and iOS native apps offered.

What is Vertafore Agency Platform generally used for?

This service is used as an insurance management solution.

Does Vertafore Agency Platform integrate with any other apps?

Integrations: Laserfiche, Producer Plus, Prevail Network, Sagitta.

Does Vertafore Agency Platform offer an API?

Yes, it offers API.

Who are the main user groups of Vertafore Agency Platform?

Main users of Vertafore are insurance agencies.

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