Vertafore Agency Platform

From customer and policy management, to producer licensing, reference materials, and real-time rating, no other software company offers this complete platform of proven technology designed to make the modern independent agency more profitable today and into the future.

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Key advantages:

  • Increase Revenue: Acquire new customers and sell more to existing customers.
  • Increase Profitability: Integrated technologies means your systems do more of the work, allowing your agency to sell and service more without increasing staff.
  • Retain Existing Customers: Retention is critical to your success. Become your customer’s trusted advisor by keeping current with the industry and risks. Whether customers want to self-serve or work with your staff, all key information is just a click away.
  • Manage Your Business: Make data-driven decisions with customizable dashboards and reports. Dual-entry accounting ensures that your books are always in balance. Measure and reallocate employee workload, identify missing carrier payments, and reduce E&O exposure.
  • Anywhere, Anytime: Whether in the office or on the road, your employees have secure access to the information they need to be successful, anywhere, at any time.
Capability PL CL CL Plus
P&C Agency Management Powered by AMS360
  • Accounting
  • Advanced Reporting
  • Carrier Connectivity
  • Customer Management
  • Document Management
  • Policy Management
  • Personal Lines Download
  • 24-hour Self-Service
National Comparative Rating Powered by PL Rating
  • Real Time Quoting for Home and Auto
Producer Tools Powered by Vertafore Producer Advantage and Pipeline Manager
  • Sales Pipeline Management, Forecasting and Reporting
  • Mobile Solution integrated with Customer & Policy Data
Producer 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 & Best Practice Intelligent Workflows Powered by WorkSmart
Client Collaboration
  • Secure client portal for collaborating with insured
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.

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Vertafore® Unleash your potential.

© 2014 Vertafore, Inc. and its subsidiaries. All rights reserved.

Call Vertafore at 1.800.444.4813.

Vertafore. Unleash your potential.

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