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Vertafore Agency Platform

Vertafore Agency Platform™

Vertafore Agency Platform goes beyond traditional management systems. From customer and policy management, to agency licensing, reference materials, and real-time rating, only Vertafore offers this comprehensive platform designed to make the modern agency more profitable today and into the future.

Check out the Platform

Has your management system grown with your business?
Step up to a new way of working... with the Vertafore Agency Platform.

Vertafore Mobile

Producers are always ready to answer customer's policy, claim and billing questions, no matter the time or location. Learn more.

Interested in learning more about the insurance industry's leading agency management software?

Register For Demo

One screen. Fewer clicks. Happy CSRs.

You’ve never worked this way before. Vertafore Agency Platform is the most revolutionary improvement in CSR usability and productivity in decades, putting your agency management system, rating, and reference capabilities on a single screen.

Key advantages

  • Configurable user dashboard provides an immediate view into the user’s tasks for the day.
  • Access to the insurance industry’s leading real-time rater.
  • Ability to search for clients across multiple products.
  • Easy access to detailed content from industry leading publications such as Rough Notes, IRMI, ISO, and many others.
  • Configurable QuickNavs guide users through critical steps in a business process.
  • Send documents for electronic signatures quickly, easily and securely with optional integration to DocuSign, the global standard for secure digital transaction management.

  • Acquire new customers and cross-sell existing customers. Quote and bind business faster. Sell more commercial lines. Round out accounts.

  • Increase efficiencies so you sell and service more without increasing staff. Deliver exemplary service, while saving time on every transaction.

  • Provide unexpected service, reduce attrition, and become a trusted advisor with instant access to information and materials that keep staff current.

  • Access tools to successfully manage your business. Make data-driven decisions, track and forecast sales, manage agency licenses, reduce E&O exposure.

  • Ensure that your staff have secure access to all the information they need to be successful, anywhere, at any time.

  • Free mobile app that allows you to answer customer policy, claim and billing questions, as well as update account information, no matter the time or location.

“Vertafore Agency Platform has helped our agency to more than double our annual revenue – without having to hire any additional staff”

Cam Winterburn Principal,  Winterburn & Associates Insurance LLC
Vertafore Agency Platform Essentials Professional Enterprise
  • P&C Agency Management Powered by AMS360®

  • Accounting
  • Advanced Reporting
  • Customer Management
  • Document Management
  • Policy Management
  • Integration with Microsoft Office
  • Chat, case & phone support
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  • Carrier Connectivity Powered by TransactNOW®

  • Process endorsements, billing and claims inquiries in real time
  • Enter data once when remarketing policies
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  • Carrier Downloads

  • Personal Lines
  • Commercial Lines
  • Direct Bill
  • Claims
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  • Customizable DashboardPowered by My Agency Home

  • Service customers faster with this intuitive, customizable dashboard that delivers key information at a glance
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  • Simplified Business Processes NavigationPowered by Vertafore QuickNav*

  • QuickNav elegantly guides users through each step of a business process, displaying the required information and forms (*Enterprise package powered by WorkSmart)
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  • Vertafore Mobile

  • Service customers while away from the office
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  • Reference Library of Insurance ContentPowered by ReferenceConnect®

  • Industry content from Rough Notes, IRMI, PAAS and many others
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  • Basic Agency and Producer LicensingPowered by AgencyEDGE and ProducerEDGE

  • Quick and easy management of agency and individual producer licensing transactions
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  • Advanced Agency LicensingPowered by AgencyEDGE Premium

  • Active management of agency licensing credentials

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  • National Comparative RatingPowered by PL Rating

  • Real Time Quoting for Auto, Home, Package and Flood

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  • Benefits Policy and Commission TrackingPowered by BenefitPoint®

  • Benefits Customer and Plan Management
  • Producer Commission Tracking

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  • Content Management and Best Practice Intelligent WorkflowsPowered by WorkSmart®

  • Advanced content management
  • Industry best practice intelligent workflows that automatically direct work to the right person at the right time


*Business Process Navigation for the Enterprise package is powered by WorkSmart

Ready to take the next step?

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