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October 16, 2017

How reducing little tasks makes a big difference

The most successful technologies are made with one goal in mind—to increase efficiency. One of the fastest ways to streamline operations in today’s ever-changing business climate is to remove tasks that predate modern computing devices. That’s exactly where insurance-specific content management and workflow comes into play. Content management and workflow revolutionizes the way you process documents and run your business. The days of wrangling paper files to figure out what’s on an individual...

Bryn Saunders

October 02, 2017

What Millennials Want from a Career in Insurance

With nearly 10,000 baby boomers retiring every day, it’s more important than ever for industries of every shape and size to find ways to attract, retain, and satisfy the next generation of workers. We recently surveyed nearly 3,500 insurance professionals, including 1,556 millennials, to understand how insurance can meet the needs of this new generation. While there is some debate around exactly who makes up one of the most talked-about generations, for the purpose of this survey, we defin...

Ben Deda

September 20, 2017

5 Ways Agencies Can Provide Premium Service When Disaster Strikes

When disaster strikes, resilient property owners begin to rebuild their lives with the help from their independent agent. With the recent destructive hurricanes making landfall and impending natural disasters, agents are stretched to their limit working to help insurers recover. Toggling between and maintaining separate systems during times of crisis is time wasted. For an industry that deals in risk management, agencies must first mitigate its propensity for inefficiencies. Preparing your offi...

Dickinson Merrin

September 20, 2017

For Small Agencies CRM is the Path Forward

As personal lines become more commoditized, identifying new opportunities and rounding out accounts is critical for agency growth. The pace of change has been relentless and even innovative agencies are struggling to remain competitive. In the small independent agency sector, sales and customer relationship management (CRM) systems are quickly becoming one of the most essential technologies that directly impacts the success of the business. Independent Market Squeeze In a commoditized marke...

Sharmila Ray

September 05, 2017

No More Gut Decisions

They say being busy is good. Clearly, “they” never owned an independent insurance agency. If they had, then they would know that everyone wants to be more efficient and not be preoccupied with time consuming tasks when they could be building stronger customer relationships. However, very few have the visibility needed to grow their business' bottom line. As a decision-maker, it's your responsibility to streamline your agency's processes, grow your business, and provide the best possi...

Stephanie Swaim

July 28, 2017 in Agency

Best Hiring Practices for the Modern Agency

By Doug Mohr After seven years of insurance industry experience, the question I am still asked most often by small agency owners is: Where and how are other agencies finding new producers to hire? While the guidelines to locate candidates have mostly stayed the same, the level of talent and how to develop it has evolved in tandem with technology and its solutions. Good hiring managers have tactics and techniques to flush out candidates merely embellishing on their resumes, from those with authe...

Doug Mohr

March 20, 2017 in Digital Insurer

Exploring the InsurTech-Consumer Disconnect

Despite recent hype around the growing InsurTech industry, a new survey from Vertafore reveals consumers don’t want to share their personal data with InsurTech startups that replace human agents with technology, even if it means they get a cheaper rate. 

Robert Philips

March 20, 2017 in Agency, Carrier

FinancePro + ePayPolicy Integration Simplifies Secure Credit and ACH Payments

Insurance professionals know that the key to success in this fast-moving industry is the adoption of strategic technologies that increase customer satisfaction while making their business more efficient and profitable. That trend continues today with a new integration for our FinancePro customers.

Kyle Heiser

March 07, 2017 in Employee Life

Building Better Together at NetVU17

For the third year in a row, the Experience Design Team is going to bring our Human-Centered Design approach to NetVU by engaging our customers in short-burst interactive design exercises that will help us refine our products.

Ryan Gachet

February 24, 2017 in Employee Life

Lending a hand to Target Meals for Minds By FirstAct

Vertafore volunteers recently took some time out of their busy days to provide nearly 5,000 meals to the students at Northgate Elementary in Seattle, where 75% of students qualify for free or reduced-cost lunches. Our team worked with more than 270 other volunteers to support the Target Meals for Minds program in partnership with Food Lifeline. 

Kai-Huei Yau

February 15, 2017 in Employee Life

Off the Clock: Jim Vandanacker

Jim Vandanacker is Vertafore's lead Inside Sales Representative for Nationwide agencies.He shared his story with the company in 2016 after being 10 years cancer free.See how the diagnosis that changed his life, and how that affects his outlook more than a decade later.

Kai-Huei Yau

February 09, 2017 in Customer Service

Enhancing the Customer Experience with Timely Texts

  Regardless of the day or age we live in, the foundations of excellent customer service remain the same. Being a great listener who is attentive and responsive, being organized, and greeting customers with a smile are a few qualities that are still necessary in any and every CSR. However, with the relevant technology available to us today, we now have more channels through which we can deliver great customer service- text messaging being one of them. If you haven’t considered comm...

Phyllis Gilman

February 07, 2017 in Digital Insurer

Millennial Survey Reveals How the Most Underinsured Generation Spends on Insurance

At more than 75 million people in the US, the millennial generation is now the largest living generation. They are also the most underinsured. To help better understand why the millennial generation remains chronically underinsured, Vertafore went directly to the consumers shaping the future of insurance – surveying nearly 450 US millennials ages 18-35 on their insurance purchasing and personal finance habits. The results? A love-hate dynamic. First and foremost, it is clear that millenn...

Jessica Martin

February 07, 2017 in Employee Life

Gearing Up for Another Great Year

Vertafore’s Sales Teams recently gathered in Litchfield, AZ to strategize, team build and get energized for another strong year from our world-class team. Michele Shepard, SVP of Sales & Marketing and Chief Revenue Officer, is excited about some new announcements that we’ll be unveiling at NetVU17 in Nashville. Because our teams focus on constantly improving the customer experience instead of simply touting our product features, we invited some of those customers to share their t...

Kai-Huei Yau

January 25, 2017 in Employee Life

Off the Clock: Dickinson Merrin’s Music

Dickinson Merrin is a Product Manager for our QQSolutions Team. He’s been with the company since April 2012 and is based in our Deerfield Beach office. He recently entertained a crowd with his piano skills at our Sales Summit during a break. “I saw the piano there during one of our breaks,” he said. “I decided to go over there and see if it was a shell there for display or if it was real. It was real and it was unlocked. I started to play a little bit and you see what h...

Kai-Huei Yau

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