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blog

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
blog

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
blog

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
blog

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
blog

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
blog

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
blog

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
blog

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
blog

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
blog

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
blog

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
blog

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
blog

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
blog

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
blog

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
blog

January 25, 2017 in Carrier

When Good News Could Be Bad News for MGAs, MGUs and Broker

When Good News Could Be Bad News for MGAs, MGUs and Broker According to Conning Insurance Research, there is good news: MGA market premium growth rate has far exceeded that of the commercial lines sector for the last two years. In fact, Steve Webersen, Managing Director and Head of Research for Conning, declared that “more insurers are entering and expanding their commitment to the MGA space. This greater competition for quality MGAs and programs is welcomed by distributors who can best se...


Kyle Heiser
blog

January 25, 2017 in Carrier

A resolution you’ll want to keep: making more while working less

A resolution you’ll want to keep: making more while working less. Now that 2016 is safely in your rearview mirror, it’s time to look down the road at 2017, and see what, if any, changes you might make on your horizon. Did you make any New Year’s resolutions about your business? Why not? It’s where you’ll be spending a lot of your time in the next 12 months. While every organization is unique, we would guess that one of your resolutions might be along the lines of...


Kyle Heiser
blog

January 11, 2017 in Customer Service

7 Apps to Help You Build Good Habits

  With 2017 kicked off, one of the things you’ll inevitably start to hear about is New Year’s resolutions. As we all know, the easiest thing about resolutions is making them. The difficult part is actually sticking to them. One helpful way to think about your New Year’s resolution this year is to think about it as a habit you want to incorporate into your routine. Although it takes 21 days to make a habit, after you create one, it becomes much easier to keep it up. 21 day...


Phyllis Gilman
blog

January 05, 2017 in Digital Insurer

Most Disruptive Insurtech Startups to Watch in 2017

Across the world, 2016 was the best year for insurtech companies to date. Thirteen experienced acquisitions and IPOs, a higher number than ever before. Insurtech apps are streamlining the way we approach insurance in our daily lives — from health care to automobile insurance to life and home protection — this emerging software is employing algorithms and data collecting technology to provide highly-tailored insurance policies. Let’s take a look at 5 insurtec...


Daniel Taibleson
blog

December 22, 2016 in Digital Insurer

Is Your Agency's CRM Built For Insurance?

How often do you hear stories of insurance agency’s failing to meet their sales targets? Yet, when you dig a little deeper, you realize they have with no real understanding of where their problems lie. Too often, their sales processes rely on charisma, intuition and a good dose of luck. But in a world as complex as ours, those skills are not enough....they need to be partnered with 21st century technology. Incredible advances in technology are allowing companies to restructure their sales...


Daniel Taibleson
blog

December 20, 2016 in Digital Insurer

What is CRM and How Does it Increase Leads?

What is CRM and How Does it Increase Leads? Strictly speaking, CRM is a business acronym which stands for Customer Relationship Management. CRMs are utilized across many business industries to keep track of leads and nurture them through the buyer's journey. You may think you don't need a CRM as the principal or owner of an insurance agency, but many studies have been done on the benefits of insurance agencies using CRMs. Would you believe that one study found an ROI of $8.71 for every $1.00 s...


Daniel Taibleson
blog

December 08, 2016 in Digital Insurer

6 Ways Blockchain could Disrupt the Insurance Industry

There’s been a lot of InsurTech news in 2016 but no topic has commanded the attention of the insurance technology community like the potential of blockchain. It’s still early in the hype cycle and it’ll take a few years for today’s ideas to become tomorrow’s new normal – but some of these ‘crazy’ out-there ideas are coming to reality much, much sooner. Some, like SmartContracts, are even available today. The real question is: What are...


Daniel Taibleson
blog

December 07, 2016 in Customer Service

5 Heartwarming Holiday Gift Ideas for Your Customers

The holiday season is a special time of the year that a lot of people look forward to for many reasons. One of my favorite things about the holidays is getting the opportunity to show others how much I appreciate them with meaningful, personalized gifts. In the working world, we can keep the same spirit and go above and beyond and show customers how much we appreciate them with a holiday gift. While customer appreciation should be a priority year round, the holidays is a particularly relevan...


Phyllis Gilman
blog

December 06, 2016 in Digital Insurer

Improving Your Sales Performance With Steve Anderson: Cross-selling and Upselling

December is a time for reflection. For most of us, this means taking a hard look at the performance of our business and reviewing the numbers. It's a time for us to see how we've done, what's worked, what didn't, and figure out what we might want to change about the way we attack the new year.  As we head into the last month of the 2016 we're transitioning our focus on the Vertafore blog to help you address one of the most important aspects of your business in 2017: Impr...


Daniel Taibleson
blog

November 29, 2016 in Digital Insurer

The Future of Insurance is in the Hands of Millennials Part 1: How to Capture Millennial Customers

Image credit Millennials: they inspire countless magazine cover articles and speeches about how "horrible" the generation is, yet those who were born between 1980 and 2000 are the most powerful force in America's economy – including for your insurance business. Pew Research Center reported this year for the first time millennials overtook Baby Boomers as America's largest generation. Not only do they have more purchasing power than any other cohort, they’...


Daniel Taibleson
blog

November 29, 2016 in Digital Insurer

The Future of Insurance Is in the Hands of Millennials Part 2: How to Hire Them Now

image credit You may feel out of touch or challenged when hiring millennials for your agency, but research shows they are vital to the long-term success of insurance. Hiring young producers, those born between 1980 and 2000, helps business when you provide them with the right tools. The 2016 Reagan Consulting Best Practices Study found millennial agents drive organic growth, while multi-generational agencies are the most likely to achieve long-term independence. A fourth of agents are expect...


Daniel Taibleson
blog

November 24, 2016 in Digital Insurer

Customer Service is Not a Competitive Advantage

Customer service is not enough Does your agency believe that customer service is your competitive advantage? Carriers, MGA/U’s, how you about you?   Agency and Grow consultancy owner Jason Cass has some bad news for you: “Customer service means nothing.” How can that be?! Well, Cass says providing customer service are table stakes – “It’s what the client expects,” and in an era with increasing competition from Insurtech sta...


Daniel Taibleson
blog

November 22, 2016 in Digital Insurer

FinancePro DocuSign Integration brings ease of eSignatures to MGA-MGUs

FinancePro and DocuSign Integration brings ease of eSignatures to Managing General Agents and Managing General Underwriters How many times have you closed a deal over the phone only to end up waiting for days for an agency or carrier to get back to you with signed paperwork? It’s frustrating, right? You’d rather get the deal done today. Right NOW if you could! Now you can. Here’s the reality: Customer demands and expectations change at the speed of technology. The insurance i...


Milena Babayev-Gurvits
blog

November 17, 2016 in Digital Insurer

What is a Net Promoter Score and How Insurance Agencies Can Calculate It

Growing Customer Loyalty and Satisfaction Pays Customer satisfaction measures how your products and services meet, exceed, or fall flat of customer expectations. Customer experience, on the other hand, sums up every experience customers have with you over time. It is more about how they feel, what they think about you, and who they talk to about it—which brings us to loyalty. Traditional loyalty programs don’t usually work well for insurance agencies. With a limited number of custo...


Daniel Taibleson
blog

November 16, 2016 in Customer Service

4 Ways to Stay Productive During the Holidays

It’s that time of the year when people are trying to finish up projects, thinking about buying presents, and dreaming of eating turkey all at the same time! As we approach the holiday season, it can be difficult to stay focused or set deadlines when you know vacation is right around the corner. Still, the lead up to the holidays can be a really productive time in the office if you are prepared for the challenges of fluctuating schedules, gaps in availability, and inevitable distractions. ...


Phyllis Gillman
blog

November 16, 2016

6 Must-See Sales Videos That Will Change the Way You Sell Insurance

We've all been there at one point or another: the dreaded sales plateau. Maybe you had a fantastic month, but things have stagnated; or perhaps you haven't achieved the rhythm that really makes you passionate about helping people discover the solution--your product--to their problem. In a constantly changing landscape of informed purchasers who consult everything from social media to online reviews before making the decision to commit to a purchase, selling in a digital world presents unique cha...


Mark Sonders
blog

November 03, 2016

5 Ways Vertafore Invests in World-Class Customer Support

Customizing Customer Support  With over 500,000 customers Vertafore has become more than the largest provider of enterprise insurance software, we’ve become experts in customer support. One of the most important lessons we’ve learned centers around flexibility. Over the last 40 years we’ve learned it’s essential to provide customers with multiple help and support options that support their learning style and schedule. We don’t believe in a ‘one size fits...


Sara Wong , Customer Support,
blog

October 20, 2016 in Digital Insurer

Do You Run Your Insurance Agency Like Amazon or the DMV?

How well is your insurance agency meeting customer expectations?  We like to believe that our customers have so-so experiences. Customer experiences that aren’t great, but aren’t bad enough to make them look elsewhere either. Unfortunately, in 2016, that’s just not true. Your customers are constantly being bombarded with marketing messages from competing local insurance agencies, carriers, direct writers and online self-service platforms being developed by insurtech start...


Daniel Taibleson
blog

October 14, 2016 in Digital Insurer

How Much are Your Satisfied Insureds Worth?

Data supports happy customers as key to agency growth   Customers these days have a lot of options. When it comes to finding new customers, insurance agencies and carriers do not. Growth is the name of the game in insurance, and right now, the game is getting tough. P&C carriers and agents like yourself are feeling the squeeze with a slowing population growth and latest Reagan Big I study revealing that organic growth has been on the decline for the last three years. On top of that, ...


Daniel Taibleson
blog

October 12, 2016 in Customer Service

4 Ways to Improve Your Problem Solving Skills

On a general level, customer service is about meeting the needs of customers and, ultimately, ensuring customers have a positive experience with your company. A crucial part of creating a positive experience for customers is being able to address the issues and problems they are facing and provide a solution as fast as possible. In fact, one of the top two reasons for customer loss is the “failure to solve a problem in a timely manner,” according to the Customer Experience Impact 20...


Phyllis Gillman

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