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Ready to take the next step? Contact Vertafore

Corporate Headquarters

Vertafore, Inc.
11724 NE 195th
Bothell, WA 98011

Media Contact:
Bailey Fox
(Barokas PR for Vertafore)
(206) 264-8220
Vertafore@Barokas.com

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Support

My Vertafore Support Portal provides access to multiple options for resolving your support needs.

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    Ready to take the next step? Contact Vertafore

    Corporate Headquarters

    Vertafore, Inc.
    11724 NE 195th
    Bothell, WA 98011

    Media Contact:
    Bailey Fox
    (Barokas PR for Vertafore)
    (206) 264-8220
    Vertafore@Barokas.com

Vertafore Agency Platform™

Vertafore Agency Platform goes beyond traditional management systems. From customer and policy management, to producer 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.

My Agency Home

The My Agency Home page provides integrated, seamless access to the tools you need to make your business successful. Service customers faster with this intuitive, customizable dashboard that provides a personalized user experience and delivers key information at a glance.

Features

The modern insurance agency has evolved. Today’s leading agencies are moving beyond management systems, embracing new tools and technologies to help them grow. Vertafore Agency Platform is designed for the way you do business today and will need to do business tomorrow.

Key advantages

  • My Agency Home delivers immediate access to the information account managers and CSR’s need to deliver a superior customer experience.
  • SmartFlows guide users through critical business processes.
  • Vertafore Reporting turns data into actionable insight, presenting information in a way that’s easy to understand and use to make business-critical decisions.
  • Exclusive partnership with National Flood service automatically includes a Flood Quote Indication with every homeowner’s quote, helping you increase revenue and avoid E&O exposure.
  • Producer Advantage, a mobile app, keeps your producers servicing customers remotely, and writing new business with quick access to risk information.
  • Benefits management to streamline the management of clients, policies, rates and plans, and help you stay compliant with ever-changing health-care reform.
  • The industry’s most comprehensive reference tools enable you to sell more complex commercial lines confidently.
  • Producer licensing perform licensing transactions in any jurisdiction, and ensure that agents are authorized to sell. Proper licensing means proper commissions and timely payments.

“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
Capability PL CL CL Plus
  • P&C Agency Management

  • Powered by AMS360
  • Accounting
  • Advanced Reporting
  • Carrier Connectivity
  • Customer Management
  • Document Management
  • Policy Management
  • 24-hour Self-Service
  • National Comparative Rating

  • Powered by PL Rating
  • Real Time Quoting for Auto, Home and Flood
  • Agency Licensing

  • Powered by AgencyEDGE
  • Expedited licensing to ensure agency is authorized to sell
  • Carrier Downloads

  • Personal Lines Download
  • Direct Bill Downloads
  • Commercial Lines Downloads

  • Benefits Policy and Commission Tracking

  • Powered by BenefitPoint
  • Benefits Customer and Plan Management
  • Producer Commission Tracking
  • Commercial Lines Reference Library

  • Content Management and Best Practice Intelligent Workflows

  • Powered by WorkSmart
  • Client Collaboration

  • Secure client portal for collaborating with insured

Ready to take the next step?

Contact Vertafore