One screen. Fewer clicks. Happy CSRs.
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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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  • 1.800.444.4813
  • CONTACT US

    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 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.

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.

One screen. Fewer clicks. Happy CSRs.

You’ve never worked this way before. Vertafore Agency Platform 2015 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 SmartFlows 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.

“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
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  • National Comparative Rating

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

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

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

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  • Benefits Policy and Commission Tracking

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

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  • Content Management and Best Practice Intelligent Workflows

  • Powered by WorkSmart
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  • Client Collaboration

  • Secure client portal for collaborating with insured
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Ready to take the next step?

Contact Vertafore