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Vertafore Enables Producers to Better Serve Clients at Moment of Need with Latest Agency Cloud and Mobile Technology

Bothell, WA –March 7, 2014 – Vertafore (, the leading provider of software that transforms the business of insurance, today unveiled its next step cloud and mobile innovations for its premier agency technologies – Vertafore Agency Platform, Sagitta Suite and Vertafore Producer Advantage. The company’s latest technological advancements are being showcased at the 38th Network of Vertafore Users (NetVU) conference in Nashville, Tennessee.

Already breaking ground in a new era of agency technology in 2013, the Vertafore Agency Platform continues to evolve into the most integrated single application experience that agencies need to provide the anytime, anywhere service clients demand. The newest improvements to the software include a consolidated dashboard that effectively presents the data and information users need to efficiently and accurately make decisions and execute important tasks.

The new dashboard includes global search functionality that helps agencies service clients at the moment of need instead of having to waste precious time wading through silos of disparate sets of information across multiple pieces of software. This is accomplished by unifying all information an agency has stored in the Vertafore Agency Platform.

While the Vertafore Agency Platform continues to redefine agency technology, Vertafore Sagitta Suite has been doing so for enterprise agencies for over 20 years. In parallel with the innovations for the Vertafore Agency Platform, Sagitta Suite continues making larger agencies more productive with its new ACORD eForms cloud technology.

This feature will reduce IT spend and save agencies time by quickly updating to the latest ACORD forms without requiring additional budget and resources required to upgrade to a new version of Sagitta. The cloud-based eForms solution delivers value by ensuring agencies are using the most current forms they need to connect and collaborate with carriers to provide insurance.

The next area of agency technology innovation is regarding Vertafore Producer Advantage, which was previously only available for the iOS devices, but is now available on Android devices. With more than 93 percent of smartphone adoption split between Android and iOS, this greatly expands the potential amount of producers that can better serve clients in the field. In addition to expanding its potential adoption, Vertafore Producer Advantage features several enhancements that boost producer productivity including:

“These improvements stem from Vertafore’s significant investments in R&D companywide which total more than $50 million annually and are part of the company’s efforts to accelerate productivity so agencies can better service clients at the moment of need,” said Mark Craig, Senior Vice President of Product Management, Vertafore. “Our customers can expect to continue to benefit from these types of precise technology advancements that will make them smarter, more productive and better positioned for growth.”

About Vertafore 
Vertafore’s comprehensive insurance management software solutions lead brokers and carriers to adapt to an evolving insurance industry to efficiently scale their businesses through deeper access to information and insights. The Vertafore product line is built on a platform, empowering customers and other solution providers to adapt and thrive as the market changes. Vertafore’s platform features fast innovation, partnerships with the best technology companies, and customizable solutions to help companies remain independent during a time of industry disruption. As the leader in modern insurance technology with the largest customer base in the industry, Vertafore connects every point of the distribution channel, from agencies and carriers to MGAs, MGUs, and state governments. For more information about Vertafore, visit, read the company’s blog, and follow the company on TwitterLinkedin, and Facebook.

About RiskMatch
RiskMatch is a business intelligence and analytics company that delivers a suite of web-based solutions for insurance brokers and underwriters throughout the U.S. Its patented platform delivers an array of portfolio management, analytic and data management services designed to enable brokers and underwriters to enhance performance, reduce costs, facilitate growth, and improve their client service capabilities. For more information, visit the RiskMatch site.


Brian Brady
Public Relations Manager, Vertafore
+1 (720) 787-3114

Alex Stanton
Stanton Public Relations & Marketing
+1 (212) 780-0701