Vertafore Agency Platform

Vertafore Agency Platform brings together our best-of-breed insurance software products to create a cloud-based solution that helps every member of your team succeed. Whether your agency is large or small, focused on personal, commercial, benefits, or a combination, Vertafore Agency Platform has a solution that is right for your distinct need - look below to compare options.

COMPARE Vertafore Agency Platform PL Vertafore Agency Platform CL Vertafore Agency Platform CL Plus
  • Agency management
  • Accounting
  • Policy management
  • Reporting
  • Connectivity with carriers
  • Document management
  • Customer portal
PL Rating      
  • National comparative rating
  • Real time quoting
Pipeline Manager      
  • Sales and pipeline management
Vertafore Producer Advantage      
  • Mobile access for producers
Producer Plus      
  • Producer productivity tools
Personal Lines Download      
  • Policy detail download
Direct Bill Commission Statement Download      
  • Carrier commission statement download
  • Producer licensing and compliance
Commercial Lines Download      
  • Policy detail download
  • Robust online commercial lines reference materials
  • Benefits management
  • Client and carrier collaboration
  • Workflow and content management
  • Business process reporting

Today’s improved security and Internet connectivity has enabled a switch — from applications that live on your computer, to online applications that are accessible from anywhere. No need to buy new versions or schedule emergency back-ups, your cloud-based solution is constantly maintained and improved by our team here at Vertafore. Buy it once, and you’ll always be up to date with the latest version and features.

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Call Vertafore at 1.800.444.4813.

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