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Vertafore Unveils Its Newest Product Innovations Focused on Driving Operational Efficiencies

Indianapolis, IN. – March 26, 2015Vertafore®, the leading provider of software that transforms the business of insurance, today unveiled industry leading features and products at this year’s NetVU Conference, NetVU15, the largest event of its kind for the industry. Focused on providing independent insurance professionals with the latest technology innovations, Vertafore is helping reinvent the industry by rolling out product updates including: customer self-service capabilities via Vertafore Client Portal for AMS360® and Vertafore Agency Platform™ management systems, and an exclusive executive dashboard for the company’s large agency management solution, Sagitta®. In addition to these new products, Vertafore is introducing significant upgrades to its flagship ImageRight®, AgencyEDGE®, and ProducerEDGE™ systems.

Technology is a major catalyst for the modern agency as independent insurance professionals continue to streamline internal business processes and transform the way they operate.  According to an October 2014 report from Aite Group, fast growing agencies cite new technology adoption as a leading factor in improving customer service (50%) and cross-selling efforts (49%) for agents. The study also revealed nearly half (47%) of today’s agencies will continue to look towards self-service capabilities like mobile to help improve their overall business processes. Vertafore’s lineup of new products and features were designed to change the insurance industry, driving innovation across the entire insurance ecosystem.

“Each of our new products give today’s independent insurance professionals the power to optimize internal efficiencies and elevate the customer experience,” said Guy Weismantel, vice president of marketing at Vertafore. “The breadth and depth of Vertafore’s technology for agencies and carriers helps improve client relations, strengthen data management and analytics, modernize workflows, and streamline credential management processes – giving them a much-needed competitive edge.”

Vertafore Client Portal
Available on Vertafore's AMS360 or the Vertafore Agency Platform, Client Portal is a comprehensive 24-hour customer support portal that allows agencies and their customers to check policy limits and coverages, and to securely share documents. Client Portal is a comprehensive customer service platform that enables modern agencies to retain customers, maximize profitability, and connect with customers on their own terms.  It’s a win-win,” said Joyce Sigler, vice president at Jones & Wenner Insurance. “We give clients the ability to communicate with us the way they want. Since implementing our client portal, retention is up 4%, and we've reduced postage costs by 40%."  Agencies looking to access more information around Client Portal can learn more here.

Executive Dashboard
Vertafore’s new executive dashboard provides a simplified view for agency executives to make fast data-driven decisions in the Sagitta agency management system. The dashboard aggregates key data points into a single lens for agency leadership, providing immediate insight into their business performance. Additional features include customizable views, and concise and easyto-use visualization tools. The executive dashboard provides universal accessibility, allowing executives to access critical information anywhere, whether working from home, the office, or in the field.

“All the information I need is available right when I need it – and its real time, not stagnant data I have to pull and synthesize from multiple systems,” said Joe Rukas, chief technology officer, Conner Strong & Buckelew. “There’s nothing like it, this new executive dashboard makes reporting easy.”

ImageRight 6.0
For more than two decades the ImageRight content management and workflow solution has been solving workflow and content-management issues for carriers and MGAs. Updates announced at NetVU15 include the upcoming release of version 6.0 which enhances mobile capabilities by allowing users to access the product from any web browser on any device. The release introduces a simpler, easier-to-navigate interface with a new, user-friendly design based on collaboration with customers across the country.

“This new design is very intuitive, we won’t even need to train our employees,” said David Lawless, executive vice president at Magna Carta Companies. “With the release of these new updates, we anticipate becoming even more efficient at capturing and sharing the information with our producers and other business partners across the business.”

Customers looking to access more information around the new ImageRight platform can visit the ImageRight product page.

AgencyEDGE and ProducerEDGE
Vertafore’s new connected license management system enhances insurance sales authorization by giving the agencies direct access to manage credentials for their agents all of. Agencies and individual producers will benefit from a new connection that brings automated management of producer sales relationships in a manner that supports regulatory compliance. The new system also provides real-time insight into all avenues of compliance, including up-to-date credential information like continuing education and license status. These new capabilities dramatically reduce onboarding time and simplify credential management for users, allowing agents to focus on selling business and servicing clients without disruptions in all 50 states.

“AgencyEDGE is such an intuitive product, and with the addition of being able to connect with our agents to view their producer’s license information, it’s more useful than ever,” said Debbie Ivie, chief administrative officer, ANBTX Insurance Services. “This will allow us to actively manage both the agency’s credentials and individual agents in a more efficient way so we can stay compliant in less time, giving us additional capacity for revenue-driven support activity.”

Agencies looking to access more information around connected license management within Vertafore’s AgencyEDGE and ProducerEDGE platforms can take next steps here.

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