Cloud-based collaboration workspaces for agencies

Engage® - Insurance Agency Workflow and Collaboration

Engage® makes it easier for agencies, customers, carriers and MGAs to work together. The intuitive cloud-based collaboration tool provides independent insurance agencies with secure workspaces to share and manage policy and client documents in real-time, enabling effective collaboration, increased team productivity and improved client satisfaction.

With Engage®, you will quickly benefit with integration to your existing Vertafore document and agency management systems, and other file management systems supporting both structured and unstructured data.

Key advantages:

  • Easily invite team members, underwriters, claim reps, outside counsel, clients, etc. to collaborate in a secure workspace 24/7 going beyond the four walls of your agency
  • Real-time visibility into complex projects using simple yet powerful interfaces
  • Accelerate multi-party projects such as claims, loss prevention, alternative risk transfer transactions as well as new business and renewal negotiations
  • Information is shared on a need-to-know basis, Engage® only shares the right information with the right people at the right time
  • Cloud based application enables anywhere access, including smartphones and tablets, and uses SSL, TLS, and integrated network security technologies

Engage® provides your agency with effortless collaboration, real-time visibility, streamlined integration; and powerful simplicity.


Engage is about getting accounts submitted faster and reducing our overall costs associated with writing business.”

Donna Wilson

Senior Vice President

Bowen, Miclette, & Britt

Next Steps Contact Me

Vertafore® Unleash your potential.

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