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Data Migration

Data Migration

Why Is Big Data Such a Big Deal for the Insurance Industry?

Is your agency part of the 45% that embraces big data? Learn how and why big data analytics is critical for scope and visibility of your business.

4 Reasons Why Hand-Keying Data Hurts an Insurance Agency’s Bottom Line

4 Reasons Why Hand-Keying Data Hurts an Insurance Agency’s Bottom Line

Can Your Agency Pass the Data Security Quiz?

Can Your Agency Pass the Data Security Quiz?

Data and the Future of Insurance

Data and the Future of Insurance

What Makes Big Data 'Big' for Insurance and Beyond

Big data is exciting! Every action a consumer takes turns into a data point. Find out how big data has and will continue to improve products, processes, and service.

4 Ways Big Data Makes a Big Difference for Insurance Agencies

4 Ways Big Data Makes a Big Difference for Insurance Agencies

4 Data Driven Reasons to Invest in Sales Pipeline Automation

4 Data Driven Reasons to Invest in Sales Pipeline Automation

How Insurers Are Using Big Data to Generate Breakthrough Results

Big data analytics is changing the way insurance agents, their agencies, and carriers retain customers and produce new business. Read the Digital Insurer to learn more.

IT Best Practices for Data Management

IT Best Practices for Data Management

Can Your Agency Pass the Data Security Quiz?

Can Your Agency Pass the Data Security Quiz?

4 Reasons Why Hand-Keying Data Hurts an Insurance Agency’s Bottom Line

4 Reasons Why Hand-Keying Data Hurts an Insurance Agency’s Bottom Line

KnowledgeCast

Vertafore KnowledgeCast was formerly Free Training Friday, on the topics that are most requested by users.

Producer Lifecycle Management Training Videos

Vertafore On Demand Producer Lifecycle Management training videos

Vertafore Single Sign-On Training

Vertafore KnowledgeCast was formerly Free Training Friday, on the topics that are most requested by users.

Newsroom

Newsroom

Press Releases

Press Releases

Peyton Manning, Robin Roberts to Headline 2015 NetVU Conference

Peyton Manning, Robin Roberts to Headline 2015 NetVU Conference

Vertafore Enhances Acclaimed BenefitPoint Solution for Modern Agencies to Seamlessly Adapt to Healthcare Reform and Drive Benefits Business Growth

Vertafore Enhances Acclaimed BenefitPoint Solution for Modern Agencies to Seamlessly Adapt to Healthcare Reform and Drive Benefits Business Growth

Vertafore-Aite Survey Reveals ‘Innovate or Die’ Mentality Among Independent Insurance Agencies; Exposes Risk For Small Agencies

Vertafore-Aite Survey Reveals ‘Innovate or Die’ Mentality Among Independent Insurance Agencies; Exposes Risk For Small Agencies

Vertafore Debuts Desktop-as-a-Service Solution to Increase Mobility and Business Agility

Vertafore Debuts Desktop-as-a-Service Solution to Increase Mobility and Business Agility

Vertafore Selected as Winner of 2014 Oracle Excellence Awards

Vertafore Selected as Winner of 2014 Oracle Excellence Awards

Vertafore Launches Campaign to Power Modern Agencies

Vertafore Launches Carrier Initiative to Bolster the Relationship Between Insurance Carriers and Agencies

Insurance Journal - Young Agents Rate Flexibility, Career Growth over Technology:Vertafore Survey

Vertafore Launches Carrier Initiative to Bolster the Relationship Between Insurance Carriers and Agencies

Insurance Journal - Young Agents Rate Flexibility, Career Growth over Technology:Vertafore Survey

Vertafore Launches Carrier Initiative to Bolster the Relationship Between Insurance Carriers and Agencies

Vertafore Launches Carrier Initiative to Bolster the Relationship Between Insurance Carriers and Agencies

Vertafore Launches Carrier Initiative to Bolster the Relationship Between Insurance Carriers and Agencies

Vertafore President and CEO Alex Lintner Steps Down

Vertafore President and CEO Alex Lintner Steps Down

Vertafore Gathers Leading Agencies And Carriers For The Insurance Industry’s Largest Technology Conference, NetVU15

Vertafore Gathers Leading Agencies And Carriers For The Insurance Industry’s Largest Technology Conference, NetVU15

Vertafore Transforms User Experience for Customer Service Representatives With New Vertafore Agency Platform

Vertafore Transforms User Experience for Customer Service Representatives With New Vertafore Agency Platform

Vertafore “Day of Caring” to Help Gleaners Food Bank in Indiana

Vertafore “Day of Caring” to Help Gleaners Food Bank in Indiana

New ProducerEDGE, AgencyEDGE Upgrades Lets Agencies Easily Manage Business and Producer Credentials

New ProducerEDGE, AgencyEDGE Upgrades Lets Agencies Easily Manage Business and Producer Credentials

Vertafore announces partnership with Keystone Insurers Group

Vertafore announces partnership with Keystone Insurers Group

DocuSign and Vertafore® Partnership Extends Efficiencies for Insurance Agencies Nationwide

DocuSign and Vertafore® Partnership Extends Efficiencies for Insurance Agencies Nationwide

Vertafore Selected Organization of the Year by SILA

Vertafore Selected Organization of the Year by SILA

Vertafore Honored as 2014 "Company of the Year" by Best in Biz Awards

Vertafore Honored as 2014 "Company of the Year" by Best in Biz Awards

Vertafore’s CTO Selected as Winner of 2014 Puget Sound Business Journal’s CIO & CTO Awards

Vertafore’s CTO Selected as Winner of 2014 Puget Sound Business Journal’s CIO & CTO Awards

Vertafore Launches Thought-Leadership Series to Connect Carriers with Innovative Technology Themes

Vertafore Launches Carrier Initiative to Bolster the Relationship Between Insurance Carriers and Agencies

Vertafore Gaining Momentum in Reducing Insurance Agency License Lapses with AgencyEDGE

Vertafore Gaining Momentum in Reducing Insurance Agency License Lapses with AgencyEDGE

Vertafore and StoneRiver National Flood Services Make Selling Flood Insurance Easier Through Exclusive Partnership

Vertafore and StoneRiver National Flood Services Make Selling Flood Insurance Easier Through Exclusive Partnership

Vertafore Co-Sponsors GeekWire Ping Pong and Anniversary Bash

Vertafore Co-Sponsors GeekWire Ping Pong and Anniversary Bash

Vertafore Enables Producers to Better Serve Clients at Moment of Need with Latest Agency Cloud and Mobile Technology

Vertafore Enables Producers to Better Serve Clients at Moment of Need with Latest Agency Cloud and Mobile Technology

Henriott Group Improves Efficiency and E&O Protection with Vertafore Agency Platform

Henriott Group Improves Efficiency and E&O Protection with Vertafore Agency Platform

Vertafore Software Developers File Patents for Mobile App and Remote File Management Innovations

Vertafore Software Developers File Patents for Mobile App and Remote File Management Innovations

Vertafore CEO and Customers to Showcase the Next Wave of Agency Solutions in Upcoming Live Webcast

Vertafore CEO and Customers to Showcase the Next Wave of Agency Solutions in Upcoming Live Webcast

Vertafore Launches Speaker Series of Local Thought Leaders and Opinion Makers

Vertafore Launches Speaker Series of Local Thought Leaders and Opinion Makers

Vertafore Sponsors the Technology Alliance’s State of Technology Luncheon

Vertafore Sponsors the Technology Alliance’s State of Technology Luncheon

Vertafore Unveils New Cloud-Based Technology Innovations for Insurance Agencies to Supercharge Operational Efficiencies and Drive Profitability

Vertafore Unveils New Cloud-Based Technology Innovations for Insurance Agencies to Supercharge Operational Efficiencies and Drive Profitability

Vertafore Attracts Former Intuit Executives to Extend Leadership and Bolster Innovation in Technology-Hungry Insurance Industry

Vertafore Attracts Former Intuit Executives to Extend Leadership and Bolster Innovation in Technology-Hungry Insurance Industry

Vertafore to Drive Insurance Industry Reform at the Independent Insurance Agents & Brokers of America’s Annual Legislative Event

Vertafore to Drive Insurance Industry Reform at the Independent Insurance Agents & Brokers of America’s Annual Legislative Event

Vertafore Inks Partnership with Progressive to Eliminate Manual, Time Intensive Policy Download Processes

Vertafore Inks Partnership with Progressive to Eliminate Manual, Time Intensive Policy Download Processes

Vertafore Launches First-to-Market SignOn Once Solution

Vertafore Launches First-to-Market SignOn Once Solution

Vertafore Announces Sircon Electronic Adjuster Licensing Services in Texas

Vertafore Announces Sircon Electronic Adjuster Licensing Services in Texas

Vertafore and Microsoft Extend Technology Capabilities for Insurance Producers

Vertafore and Microsoft Extend Technology Capabilities for Insurance Producers

Vertafore Welcomes Thousands to the Insurance Industry’s Largest Technology Conference of 2016, NetVU16

Vertafore Welcomes Thousands to the Insurance Industry’s Largest Technology Conference of 2016, NetVU16

Vertafore Acquires Keal Technology

Vertafore Acquires Keal Technology

Vertafore Enhances Industry Leading BenefitPoint Solution for Digital Agencies to Drive Benefits Business Growth

Vertafore Enhances Industry Leading BenefitPoint Solution for Digital Agencies to Drive Benefits Business Growth

Vertafore Announces Partnership with the National Association of Professional Agents for Automated License Management

Vertafore Announces Partnership with the National Association of Professional Agents for Automated License Management

Vertafore's SVP and CTO Honored with Seattle Business Magazine's 2016 Executive Excellence Award

Vertafore's SVP and CTO Honored with Seattle Business Magazine's 2016 Executive Excellence Award

Vertafore Launches eBook to Help Guide Customers Through Digital Disruption in the Insurance Industry

Vertafore Launches eBook to Help Guide Customers Through Digital Disruption in the Insurance Industry

Vertafore Enhances its Industry Leading Information Solution with Partnership from Martin & Company to Integrate its 50 State Filing Database into ReferenceConnect

Vertafore Enhances its Industry Leading Information Solution with Partnership from Martin & Company to Integrate its 50 State Filing Database into ReferenceConnect

Vertafore Sweeps Award Season; Accepts Top Honors from Insurance Business America, Best in Biz and ACORD

Vertafore Sweeps Award Season; Accepts Top Honors from Insurance Business America, Best in Biz and ACORD

QQSolutions Doubles Revenue, Grows Customer Base of QQCatalyst

QQSolutions Doubles Revenue, Grows Customer Base of QQCatalyst

Vertafore Closes Keal Technology Acquisition

Vertafore Closes Keal Technology Acquisition

Iowa Implements Sircon Compliance Express from Vertafore to Facilitate Continuing Education across State

Iowa Implements Sircon Compliance Express from Vertafore to Facilitate Continuing Education across State

Bain Capital Private Equity and Vista Equity Partners Acquire Vertafore

Bain Capital Private Equity and Vista Equity Partners Acquire Vertafore

Vertafore Honors Top Performing Insurance Agencies and Carriers at NetVU16

Vertafore Honors Top Performing Insurance Agencies and Carriers at NetVU16

Vertafore to Unveil New Sircon Capabilities at Upcoming Industry Events

Vertafore to Unveil New Sircon Capabilities at Upcoming Industry Events

Vertafore Announces Sweeping Updates to Products in Core Management, Front Office, and Analytics Portfolios

Vertafore Announces Sweeping Updates to Products in Core Management, Front Office, and Analytics Portfolios

Vertafore Launches Online Customer Community to Increase Collaboration and Provide Visibility into World-Class Products

Vertafore Launches Online Customer Community to Increase Collaboration and Provide Visibility into World-Class Products

Vertafore Announces First Annual Week of Caring

Vertafore Announces First Annual Week of Caring

Vertafore Strengthens Commitment to Carriers with ImageRight 6.2 Release

Vertafore Strengthens Commitment to Carriers with ImageRight 6.2 Release

Agency Network Exchange and Vertafore to Offer ANE Members Vertafore Agency Platform

Agency Network Exchange and Vertafore to Offer ANE Members Vertafore Agency Platform

Guidewire Software Announces Addition of Vertafore as New Technology Alliance Partner

Guidewire Software Announces Addition of Vertafore as New Technology Alliance Partner

Vertafore Increases Productivity and Profitability for Independent Agencies with Advances to Market-Leading Rating Products

Vertafore Increases Productivity and Profitability for Independent Agencies with Advances to Market-Leading Rating Products

Vertafore Unveils Its Newest Carrier Innovations Focused On Driving Operational Efficiencies and Enhancing Business Intelligence

Vertafore Unveils Its Newest Carrier Innovations Focused On Driving Operational Efficiencies and Enhancing Business Intelligence

Vertafore Increases Productivity and Profitability for Independent Agencies with Advances to Market-Leading Rating Products

Vertafore Increases Productivity and Profitability for Independent Agencies with Advances to Market-Leading Rating Products

Vertafore Inks Deals With Microsoft, Birst, and Mitek To Expand End-To-End Technology Portfolio For Insurers And Agents

Vertafore Inks Deals With Microsoft, Birst, and Mitek To Expand End-To-End Technology Portfolio For Insurers And Agents

Vertafore Unveils Its Newest Product Innovations Focused on Driving Operational Efficiencies

Vertafore Unveils Its Newest Product Innovations Focused on Driving Operational Efficiencies For Independent Insurance Professionals

Vertafore-Microsoft Partnership to Enhance Customer Management Capabilities For Insurance Professionals Through Microsoft Dynamics CRM Solutions

Vertafore-Microsoft Partnership to Enhance Customer Management Capabilities For Insurance Professionals Through Microsoft Dynamics CRM Solutions

Vertafore Appoints Software Veteran as New CEO and Chairman

Vertafore Appoints Software Veteran as New CEO and Chairman

Vertafore Opens New Office in Midtown Atlanta on Heels of $35 Million Investment in Expanding Data Centers

Vertafore Opens New Office in Midtown Atlanta on Heels of $35 Million Investment in Expanding Data Centers

Vertafore Agency Platform Takes Home Gold Stevie Award For Best New Cloud Platform At The 2015 American Business Awards

Vertafore Agency Platform Takes Home Gold Stevie Award For Best New Cloud Platform At The 2015 American Business Awards

Vertafore’s Second-Annual Survey of Insurance Agents Reveals Concern About Industry Disruption Increasing; Optimism About Future Growth Decreasing

Vertafore’s Second-Annual Survey of Insurance Agents Reveals Concern About Industry Disruption Increasing; Optimism About Future Growth Decreasing

QQSolutions Releases QQCatalyst Version 3.7, New Features Designed to Increase Efficiency and Productivity for Insurance Agents using QQ Software

QQSolutions Releases QQCatalyst Version 3.7, New Features Designed to Increase Efficiency and Productivity for Insurance Agents using QQ Software

Vertafore Launches First Virtual Conference For Insurance Agency Professionals To Address Digital Disruption

Vertafore Launches First Virtual Conference For Insurance Agency Professionals To Address Digital Disruption

Vertafore's Sircon for States Announces Maryland as the 22nd Sircon State

Vertafore's Sircon for States Announces Maryland as the 22nd Sircon State

Vertafore Launches Mobile App for On-The-Go Access To Agency Management Systems

Vertafore Launches Mobile App for On-The-Go Access To Agency Management Systems

Millennial Insurance Professionals Remain Optimistic About Industry’s Future Due to Increasing Tech Adoption According to Vertafore® Survey

Millennial Insurance Professionals Remain Optimistic About Industry’s Future Due to Increasing Tech Adoption According to Vertafore® Survey

Vertafore Acquires QQ Solutions

Vertafore Acquires QQ Solutions

QQSolutions Releases QQCatalyst Version 3.6, Wide Range of Features Include First Claims Support and Innovations Designed to Increase Efficiencies and Provide Agency Owners Peace of Mind

QQSolutions Releases QQCatalyst Version 3.6, Wide Range of Features Include First Claims Support and Innovations Designed to Increase Efficiencies and Provide Agency Owners Peace of Mind

Reference Program

Reference program

onescreen

onescreen

ReferenceConnect Demo

ReferenceConnect Demo

fscsecurity

fscsecurity

Celebrating our customers.

Vertafore Video

WebVideosFrame

Saturday Support Sagitta Upgrade

saturdaysupport

Featured Vertafore Video

WebVideos

Orange Contest

When you need help with any Vertafore solution, close to 400 experienced customer care professionals, application specialists and technical support engineers are available to provide expert-level customer service, best practices and administrative knowledge to meet your business needs and ensure that issues are addressed and resolved as quickly as possible. orangecontest

Modern Agency

Live Week Support

liveweek

BenefitPoint

BenefitPoint

Producer Lifecycle Management Training Videos

Vertafore On Demand Producer Lifecycle Management training videos PLMTrainingOnDemand

Error

Error

Pipeline Manager Training

plmtraining

Services

Achieving success with an agency management system, comparative rating solution, content management and workflow application or any other innovative technology requires planning, implementation, reinforcement and optimization of best practices. Services

Vertafore University

Vertafore University

Custom Solutions

Custom Solutions

Implementations

Implementations

Conversions

Conversions

Saturday Support Sign Up

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About Us

Vertafore has provided award winning insurance software solutions for over 45 years.

Product Login

Product Login

Surface

Surface

insurance-disruption

Download Vertafore's free ebook about Digital Disruption and The Modern Insurer. Learn how you can thrive in an era of new technology!

salestrack-demo

salestrack-demo

NationwideRevised-GroupDemo

Vertafore Nationwide Group Demos for Vertafore Platform and QQcatalyst

About Us

About Us

Careers

Vertafore is a great place to work. Check for current job openings. Careers

Partnerships

Partnership

History

History

Careers

Vertafore is a great place to work. Check for current job openings. Careers

Newsroom

Newsroom

Culture

Culture

East-Lansing

East-Lansing

Locations

Locations

Openings

Please check our open positions. If you don’t see a position that interests you, submit a general application to let us know how you can make a difference at Vertafore. Openings

Openings

Please check our open positions. If you don’t see a position that interests you, submit a general application to let us know how you can make a difference at Vertafore. Openings

University Recruiting

University Recruiting

University Recruiting

University Recruiting

Locations

Locations

East-Lansing

East-Lansing

Culture

Culture

Press Releases

Press Releases

QQSolutions Doubles Revenue, Grows Customer Base of QQCatalyst

QQSolutions Doubles Revenue, Grows Customer Base of QQCatalyst

Vertafore Unveils New Cloud-Based Technology Innovations for Insurance Agencies to Supercharge Operational Efficiencies and Drive Profitability

Vertafore Unveils New Cloud-Based Technology Innovations for Insurance Agencies to Supercharge Operational Efficiencies and Drive Profitability

Vertafore's Sircon for States Announces Maryland as the 22nd Sircon State

Vertafore's Sircon for States Announces Maryland as the 22nd Sircon State

Vertafore's SVP and CTO Honored with Seattle Business Magazine's 2016 Executive Excellence Award

Vertafore's SVP and CTO Honored with Seattle Business Magazine's 2016 Executive Excellence Award

Insurance Journal - Young Agents Rate Flexibility, Career Growth over Technology:Vertafore Survey

Vertafore Launches Carrier Initiative to Bolster the Relationship Between Insurance Carriers and Agencies

Vertafore Welcomes Thousands to the Insurance Industry’s Largest Technology Conference of 2016, NetVU16

Vertafore Welcomes Thousands to the Insurance Industry’s Largest Technology Conference of 2016, NetVU16

Vertafore Opens New Office in Midtown Atlanta on Heels of $35 Million Investment in Expanding Data Centers

Vertafore Opens New Office in Midtown Atlanta on Heels of $35 Million Investment in Expanding Data Centers

Vertafore President and CEO Alex Lintner Steps Down

Vertafore President and CEO Alex Lintner Steps Down

Vertafore Launches Thought-Leadership Series to Connect Carriers with Innovative Technology Themes

Vertafore Launches Carrier Initiative to Bolster the Relationship Between Insurance Carriers and Agencies

Vertafore-Microsoft Partnership to Enhance Customer Management Capabilities For Insurance Professionals Through Microsoft Dynamics CRM Solutions

Vertafore-Microsoft Partnership to Enhance Customer Management Capabilities For Insurance Professionals Through Microsoft Dynamics CRM Solutions

Vertafore Sweeps Award Season; Accepts Top Honors from Insurance Business America, Best in Biz and ACORD

Vertafore Sweeps Award Season; Accepts Top Honors from Insurance Business America, Best in Biz and ACORD

Vertafore Selected as Winner of 2014 Oracle Excellence Awards

Vertafore Selected as Winner of 2014 Oracle Excellence Awards

Vertafore Sponsors the Technology Alliance’s State of Technology Luncheon

Vertafore Sponsors the Technology Alliance’s State of Technology Luncheon

Vertafore Selected Organization of the Year by SILA

Vertafore Selected Organization of the Year by SILA

Vertafore Software Developers File Patents for Mobile App and Remote File Management Innovations

Vertafore Software Developers File Patents for Mobile App and Remote File Management Innovations

Vertafore Enhances Acclaimed BenefitPoint Solution for Modern Agencies to Seamlessly Adapt to Healthcare Reform and Drive Benefits Business Growth

Vertafore Enhances Acclaimed BenefitPoint Solution for Modern Agencies to Seamlessly Adapt to Healthcare Reform and Drive Benefits Business Growth

QQSolutions Releases QQCatalyst Version 3.7, New Features Designed to Increase Efficiency and Productivity for Insurance Agents using QQ Software

QQSolutions Releases QQCatalyst Version 3.7, New Features Designed to Increase Efficiency and Productivity for Insurance Agents using QQ Software

QQSolutions Releases QQCatalyst Version 3.6, Wide Range of Features Include First Claims Support and Innovations Designed to Increase Efficiencies and Provide Agency Owners Peace of Mind

QQSolutions Releases QQCatalyst Version 3.6, Wide Range of Features Include First Claims Support and Innovations Designed to Increase Efficiencies and Provide Agency Owners Peace of Mind

Peyton Manning, Robin Roberts to Headline 2015 NetVU Conference

Peyton Manning, Robin Roberts to Headline 2015 NetVU Conference

Vertafore’s Second-Annual Survey of Insurance Agents Reveals Concern About Industry Disruption Increasing; Optimism About Future Growth Decreasing

Vertafore’s Second-Annual Survey of Insurance Agents Reveals Concern About Industry Disruption Increasing; Optimism About Future Growth Decreasing

Vertafore Announces Partnership with the National Association of Professional Agents for Automated License Management

Vertafore Announces Partnership with the National Association of Professional Agents for Automated License Management

Vertafore Acquires QQ Solutions

Vertafore Acquires QQ Solutions

Vertafore Agency Platform Takes Home Gold Stevie Award For Best New Cloud Platform At The 2015 American Business Awards

Vertafore Agency Platform Takes Home Gold Stevie Award For Best New Cloud Platform At The 2015 American Business Awards

Guidewire Software Announces Addition of Vertafore as New Technology Alliance Partner

Guidewire Software Announces Addition of Vertafore as New Technology Alliance Partner

Vertafore Acquires Keal Technology

Vertafore Acquires Keal Technology

DocuSign and Vertafore® Partnership Extends Efficiencies for Insurance Agencies Nationwide

DocuSign and Vertafore® Partnership Extends Efficiencies for Insurance Agencies Nationwide

Agency Network Exchange and Vertafore to Offer ANE Members Vertafore Agency Platform

Agency Network Exchange and Vertafore to Offer ANE Members Vertafore Agency Platform

Henriott Group Improves Efficiency and E&O Protection with Vertafore Agency Platform

Henriott Group Improves Efficiency and E&O Protection with Vertafore Agency Platform

Millennial Insurance Professionals Remain Optimistic About Industry’s Future Due to Increasing Tech Adoption According to Vertafore® Survey

Millennial Insurance Professionals Remain Optimistic About Industry’s Future Due to Increasing Tech Adoption According to Vertafore® Survey

Insurance Journal - Young Agents Rate Flexibility, Career Growth over Technology:Vertafore Survey

Vertafore Launches Carrier Initiative to Bolster the Relationship Between Insurance Carriers and Agencies

Vertafore Expands AMS360 to Mobile

Vertafore Expands AMS360 to Mobile

Vertafore Launches Enhanced Sircon Solutions Website

Vertafore Launches Enhanced Sircon Solutions Website

Vertafore Enhances Navigation Capabilities in Vertafore Agency Platform

Vertafore Enhances Navigation Capabilities in Vertafore Agency Platform

Vertafore CEO and Customers to Showcase the Next Wave of Agency Solutions in Upcoming Live Webcast

Vertafore CEO and Customers to Showcase the Next Wave of Agency Solutions in Upcoming Live Webcast

Vertafore Closes Keal Technology Acquisition

Vertafore Closes Keal Technology Acquisition

Vertafore Attracts Former Intuit Executives to Extend Leadership and Bolster Innovation in Technology-Hungry Insurance Industry

Vertafore Attracts Former Intuit Executives to Extend Leadership and Bolster Innovation in Technology-Hungry Insurance Industry

Vertafore Debuts Desktop-as-a-Service Solution to Increase Mobility and Business Agility

Vertafore Debuts Desktop-as-a-Service Solution to Increase Mobility and Business Agility

Vertafore Co-Sponsors GeekWire Ping Pong and Anniversary Bash

Vertafore Co-Sponsors GeekWire Ping Pong and Anniversary Bash

Vertafore Enables Producers to Better Serve Clients at Moment of Need with Latest Agency Cloud and Mobile Technology

Vertafore Enables Producers to Better Serve Clients at Moment of Need with Latest Agency Cloud and Mobile Technology

Vertafore’s CTO Selected as Winner of 2014 Puget Sound Business Journal’s CIO & CTO Awards

Vertafore’s CTO Selected as Winner of 2014 Puget Sound Business Journal’s CIO & CTO Awards

Vertafore and StoneRiver National Flood Services Make Selling Flood Insurance Easier Through Exclusive Partnership

Vertafore and StoneRiver National Flood Services Make Selling Flood Insurance Easier Through Exclusive Partnership

Vertafore “Day of Caring” to Help Gleaners Food Bank in Indiana

Vertafore “Day of Caring” to Help Gleaners Food Bank in Indiana

Vertafore Announces First Annual Week of Caring

Vertafore Announces First Annual Week of Caring

Vertafore and Microsoft Extend Technology Capabilities for Insurance Producers

Vertafore and Microsoft Extend Technology Capabilities for Insurance Producers

Vertafore-Aite Survey Reveals ‘Innovate or Die’ Mentality Among Independent Insurance Agencies; Exposes Risk For Small Agencies

Vertafore-Aite Survey Reveals ‘Innovate or Die’ Mentality Among Independent Insurance Agencies; Exposes Risk For Small Agencies

Vertafore announces partnership with Keystone Insurers Group

Vertafore announces partnership with Keystone Insurers Group

New ProducerEDGE, AgencyEDGE Upgrades Lets Agencies Easily Manage Business and Producer Credentials

New ProducerEDGE, AgencyEDGE Upgrades Lets Agencies Easily Manage Business and Producer Credentials

Vertafore Announces Sircon Electronic Adjuster Licensing Services in Texas

Vertafore Announces Sircon Electronic Adjuster Licensing Services in Texas

Vertafore Appoints Software Veteran as New CEO and Chairman

Vertafore Appoints Software Veteran as New CEO and Chairman

Vertafore Announces Sweeping Updates to Products in Core Management, Front Office, and Analytics Portfolios

Vertafore Announces Sweeping Updates to Products in Core Management, Front Office, and Analytics Portfolios

Vertafore Strengthens Commitment to Carriers with ImageRight 6.2 Release

Vertafore Strengthens Commitment to Carriers with ImageRight 6.2 Release

Bain Capital Private Equity and Vista Equity Partners Acquire Vertafore

Bain Capital Private Equity and Vista Equity Partners Acquire Vertafore

Vertafore Launches Carrier Initiative to Bolster the Relationship Between Insurance Carriers and Agencies

Vertafore Launches Carrier Initiative to Bolster the Relationship Between Insurance Carriers and Agencies

Vertafore Launches Campaign to Power Modern Agencies

Vertafore Launches Carrier Initiative to Bolster the Relationship Between Insurance Carriers and Agencies

Vertafore Inks Partnership with Progressive to Eliminate Manual, Time Intensive Policy Download Processes

Vertafore Inks Partnership with Progressive to Eliminate Manual, Time Intensive Policy Download Processes

Vertafore Increases Productivity and Profitability for Independent Agencies with Advances to Market-Leading Rating Products

Vertafore Increases Productivity and Profitability for Independent Agencies with Advances to Market-Leading Rating Products

Vertafore Launches First-to-Market SignOn Once Solution

Vertafore Launches First-to-Market SignOn Once Solution

Vertafore Launches Online Customer Community to Increase Collaboration and Provide Visibility into World-Class Products

Vertafore Launches Online Customer Community to Increase Collaboration and Provide Visibility into World-Class Products

Vertafore Launches Speaker Series of Local Thought Leaders and Opinion Makers

Vertafore Launches Speaker Series of Local Thought Leaders and Opinion Makers

Vertafore Launches First Virtual Conference For Insurance Agency Professionals To Address Digital Disruption

Vertafore Launches First Virtual Conference For Insurance Agency Professionals To Address Digital Disruption

Vertafore Launches Mobile App for On-The-Go Access To Agency Management Systems

Vertafore Launches Mobile App for On-The-Go Access To Agency Management Systems

Vertafore Gaining Momentum in Reducing Insurance Agency License Lapses with AgencyEDGE

Vertafore Gaining Momentum in Reducing Insurance Agency License Lapses with AgencyEDGE

Vertafore Gathers Leading Agencies And Carriers For The Insurance Industry’s Largest Technology Conference, NetVU15

Vertafore Gathers Leading Agencies And Carriers For The Insurance Industry’s Largest Technology Conference, NetVU15

Vertafore Enhances Industry Leading BenefitPoint Solution for Digital Agencies to Drive Benefits Business Growth

Vertafore Enhances Industry Leading BenefitPoint Solution for Digital Agencies to Drive Benefits Business Growth

Vertafore Enhances its Industry Leading Information Solution with Partnership from Martin & Company to Integrate its 50 State Filing Database into ReferenceConnect

Vertafore Enhances its Industry Leading Information Solution with Partnership from Martin & Company to Integrate its 50 State Filing Database into ReferenceConnect

Vertafore Launches eBook to Help Guide Customers Through Digital Disruption in the Insurance Industry

Vertafore Launches eBook to Help Guide Customers Through Digital Disruption in the Insurance Industry

Vertafore Increases Productivity and Profitability for Independent Agencies with Advances to Market-Leading Rating Products

Vertafore Increases Productivity and Profitability for Independent Agencies with Advances to Market-Leading Rating Products

Vertafore Inks Deals With Microsoft, Birst, and Mitek To Expand End-To-End Technology Portfolio For Insurers And Agents

Vertafore Inks Deals With Microsoft, Birst, and Mitek To Expand End-To-End Technology Portfolio For Insurers And Agents

Vertafore Honored as 2014 "Company of the Year" by Best in Biz Awards

Vertafore Honored as 2014 "Company of the Year" by Best in Biz Awards

Vertafore Honors Top Performing Insurance Agencies and Carriers at NetVU16

Vertafore Honors Top Performing Insurance Agencies and Carriers at NetVU16

Vertafore Unveils Its Newest Carrier Innovations Focused On Driving Operational Efficiencies and Enhancing Business Intelligence

Vertafore Unveils Its Newest Carrier Innovations Focused On Driving Operational Efficiencies and Enhancing Business Intelligence

Vertafore Unveils Its Newest Product Innovations Focused on Driving Operational Efficiencies

Vertafore Unveils Its Newest Product Innovations Focused on Driving Operational Efficiencies For Independent Insurance Professionals

Vertafore to Drive Insurance Industry Reform at the Independent Insurance Agents & Brokers of America’s Annual Legislative Event

Vertafore to Drive Insurance Industry Reform at the Independent Insurance Agents & Brokers of America’s Annual Legislative Event

Vertafore Transforms User Experience for Customer Service Representatives With New Vertafore Agency Platform

Vertafore Transforms User Experience for Customer Service Representatives With New Vertafore Agency Platform

Vertafore Announces Completion of Acquisition by Bain Capital Private Equity and Vista Equity Partners

Vertafore Announces Completion of Acquisition by Bain Capital Private Equity and Vista Equity Partners

Iowa Implements Sircon Compliance Express from Vertafore to Facilitate Continuing Education across State

Iowa Implements Sircon Compliance Express from Vertafore to Facilitate Continuing Education across State

Vertafore Expands PL Rating Product Into Florida Property Market

Vertafore Expands PL Rating Product Into Florida Property Market

Vertafore to Unveil New Sircon Capabilities at Upcoming Industry Events

Vertafore to Unveil New Sircon Capabilities at Upcoming Industry Events

Disrupt

Disruption. The new normal is anything but business as usual.

PL Rating Demo

PL Rating Demo

AMS360 Demo

AMS360 Demo

insurance agency management system guide

Learn how to choose an agency management system that helps grow your insurance agency.

Solutions

Award winning insurance software for agents, carriers, and MGAs, to move business ahead. Solutions

PLR Training

PLRTraining

Carriers

Insurance carrier software helps carriers with the constantly changing financial environment and provides technology that helps you stay nimble, by both increasing your premium writings and reducing expense ratios Carriers

MGAs & MGUs

The fastest growing MGAs, MGUs, and Wholesalers utilize tailor made insurance software for the excess and surplus lines industry. MGA

Agencies

Insurance agency software from Vertafore helps; increase revenue, increase profitablity, service your customers, and better manage your business. Agencies

PolicyIssuance

PolicyIssuance

Flood Insurance

Insurance carrier software helps carriers with the constantly changing financial environment and provides technology that helps you stay nimble, by both increasing your premium writings and reducing expense ratios Flood

Products

Vertafore delivers insurance software and services for Agencies, Carriers, and MGAs. Products

AIM™ management system

Submission-based, flexible and user-friendly, the AIM™ management system

FinancePro

FinancePro is the easiest and most feature-rich premium finance software

Content Management and Workflow

Content management and workflow solutions increase agency capacity with best practices and automated workflows. Learn how you can spend more time with clients and less time with paperwork.

FSC Security

fscsecurity

Business Insights

Insurance organizations are utilizing business analytic solutions to access gold mines of data to make informed decisions. Learn to grow your business with data.

singlesignon

Vertafore Single Sign-On is a component of other Vertafore applications as well as a hosted, centralized Identity Management platform. Vertafore Single Sign-On is designed to facilitate the management of – and sharing of – user identities across applications and with trusted business partners. singlesignon

Carrier Connection

Quote faster, more efficiently and win more business with today’s carrier connection solutions. Learn more about carrier connection solutions for competitive agencies.

Customer Service

Meet your customers rising expectations by implementing world class software solutions designed for the insurance industry. View the products.

Sales and Marketing

Adding the right sales and marketing software will keep your insurance agency competitive, increase sales, boost production, and keep customers happy. Learn more.

Agency Management

Modern agencies need modern agency management systems to service their customers at a high level and stay competitive. Vertafore has a solution for every size agency. Find yours now.

Sircon for States

Sircon for States - Insurance regulator tools

Voting Result

Voting Results

Compliance Express

Vertafore Compliance Express (formerly Sircon Compliance Express) makes it faster and easier for carriers to manage compliance aspects of the insurance producer lifecycle by replacing inefficient paper-based communications with state regulators with a cost-effective, streamlined Web-based solution. Compliance Express

Producer Express

Vertafore Producer Express (formerly Sircon Producer Express) shortens recruit-to-hire time, streamlines workflow, reduces costs and increases accuracy by automating interaction between producers, distributors and carriers in one system. Producer Express

Ask

Ask

Resources

Resources

Licensing and Registration Services

Vertafore Licensing and Registration Services (formerly Kaplan Compliance Solutions Licensing and Registration Services) Licensing and Registration Services

Brochures

Brochures

White Papers

White Papers

Success Stories

Client Success Stories

Articles

Articles

Support

When you need help with any Vertafore solution, close to 400 experienced customer care professionals, application specialists and technical support engineers are available to provide expert-level customer service, best practices and administrative knowledge to meet your business needs and ensure that issues are addressed and resolved as quickly as possible. Support

Forms

Forms

Digital Press Kit

Digital Press Kit

NetVU Users Group

NetVU Users Group

Employee Management

Stay competitive with new ways to manage your employees. Digital tools are helping agencies work smarter. Learn how new solutions can help maximize employee engagement and performance.

Sales Performance

Use CRM tools to drive agency growth. Boost sales performance, improve forecasting, and increase productivity. Learn how customer relationship management tools can grow your business.

Customer Expectations

Customer expectations change daily. Agencies need to stay relevant with new tools and new ways of thinking about customer service. Learn how the digital era is constantly bringing new demands.

Demos

Demos

Trust Center

We invest in state-of-the-art technologies, processes and system monitoring to ensure system availability and peak performance.

Blog

Vertafore blog covers the most pressing topics, trends and technologies shaping the insurance industry for insurance agencies, insurance carriers, and mgas. Blog

ACORD Forms

ACORD Forms

Connectivity Partner Lists

Connectivity Partner Lists

Protect Your Business from the “Zero-Day” Security Flaw - Part 2

Protect Your Business from the “Zero-Day” Security Flaw - Part 2

Security Initiatives: NAIC’s Cybersecurity Task Force

Security Initiatives: NAIC’s Cybersecurity Task Force

Customer Service: 4 Steps to Improve Your Team’s Chemistry

Customer Service: 4 Steps to Improve Your Team’s Chemistry

How to Get Buy-In from Your Manager for Professional Development

In your effort to become the best insurance customer service representative you can be, seeking industry training, certification, software and event attendance approval requires a thoughtful request.

Customer Service: Get Organized With These 5 Daily Habits

Customer Service: Get Organized With These 5 Daily Habits

Top 5 Reasons Why Agencies Replace Their Old Systems

Top 5 Reasons Why Agencies Replace Their Old Systems

Top Traits Managers Look for When Hiring Great CSRs

Look for these top 3 traits when hiring your next customer service representative and how you can nurture these traits for existing employees.

Top 4 Time Wasters Hindering Your Productivity

As insurance customer service representatives, managing our time is important. Check out the top time wasters so you can tackle distractions and improve CSR productivity at your agency.

6 Ways to Highlight Your Customer Service Skills on LinkedIn

Highlighting your customer service skills on LinkedIn can be a powerful tool for staying in touch with other insurance CSR's while connecting with clients.

Customer Service: 5 Ways to Boost Professional Development

Customer Service: 5 Ways to Boost Professional Development

4 Ways to Support Your Producers with Great Customer Service

Your customer service role is vital to the success of your agency's producers. Boost your insurance sales successes with top notch support and customer service.

Customer Service: Gauging Customer Satisfaction

Customer Service: Gauging Customer Satisfaction

Customer Service: Keeping Up With Changing Client Demands

Customer Service: Keeping Up With Changing Client Demands

Customer Service: 5 Ways to Craft a Client Survey That Gets Responses

Customer Service: 5 Ways to Craft a Client Survey That Gets Responses

How Loyal Are Your Clients? 3 Ways to Promote Customer Allegiance

In order to increase customer loyalty, it is important to understand the different levels of customer allegiance. Start with a plan of action to meet and exceed their expectations.

7 Sales Podcasts That Will Help You Crush Your Quotas

Looking for ways to perfect your craft of selling? We've done all the searching for the best of the best sales podcasts that will help you crush your sales goals.

4 Things You Missed at ACORD2015

4 Things You Missed at ACORD2015

20 Signs That Your Agency Isn’t Running Efficiently

20 Signs That Your Agency Isn’t Running Efficiently

4 Trending Insurance Disruptors to Look Out for in 2016

4 Trending Insurance Disruptors to Look Out for in 2016

5 Ways Tablets Improve the Insurance Sales Landscape

5 Ways Tablets Improve the Insurance Sales Landscape

5 Things an Agency Management System Can Do For You

5 Things an Agency Management System Can Do For You

5 Things an Agency Management System Can Do For You

5 Things an Agency Management System Can Do For You

18 Questions You Should Ask Any Vendor

18 Questions You Should Ask Any Vendor

Do You Need an Insurance Agency Management System?

Do You Need an Insurance Agency Management System?

5 Things You'll Learn in the AMS Buyer's Guide

5 Things You'll Learn in the AMS Buyer's Guide

Why Hiring Millennial Producers is Key to the Future of your Agency

Susan Hughes, Research Director for Reagan Consulting, breaks down why your agency should be hiring the next generation of agents.

What is Your NUPP? Net Unvalidated Producer Payroll Explained

Net Unvalidated Producer Payroll is the difference between what you pay and what the producer pulls in. Learn how to use this benchmark to guide hiring decisions.

What is InsurTech and How Can You Harness its Disruptive Powers?

InsurTech is a term applied to the many segments of new technology that are disrupting the insurance space. We take a deeper look at how it will change insurance!

Disruption is Here: The Key to Survival for the Insurance Industry

Disruption is Here: The Key to Survival for the Insurance Industry

4 Ways Legacy Systems Are Killing Your Business

Legacy enterprise technology systems can hinder your ability to reach your long-term growth goals. Here are the 4 reasons to eliminate your current legacy system.

3 Reasons You Need to Start a Peer-to-Peer Sales Training Program

Find out how you can hit your organic growth goals and set your producers up for success by investing in peer-to-peer sales training.

5 Necessary Features of a Competitive Agency Management System

Considering a new insurance agency management system? No matter what your goals are, there are 5 main features every AMS must have! Learn more on the Vertafore blog.

5 Steps for Building a Learning-Centric Company Culture

Employees that engage in self-education are more efficient and effective than their counterparts who do not. Use these 5 steps to build a company culture of learning.

3 Ways Technology is Changing the Way You Sell Insurance

3 Ways Technology is Changing the Way You Sell Insurance

3 Reasons You Should Know the Length of Your Sales Cycle

Insurance producers, do you know the length of your sales cycle? Vertafore employee and former insurance producer Jim Vandanacker explains sales cycle timing.

Are you prepared for the loss of 1/4 of your employees?

By implementing modern technology, you can keep your agency competitive and attract smart, energetic, and technology-savvy Millennials.

Agency Principals: Do You Know How Many Sales Your Producers Made Today?

Agency Principals: Do You Know How Many Sales Your Producers Made Today?

7 Ways for Insurance Producers to Utilize Social Selling

Insurance producers: Learn how you can utilize social media and social selling to connect with more prospects and sell more policies!

Bitcoin, the Blockchain, and Insurance Disruption

Bitcoin, the Blockchain, and Insurance Disruption

The Feldman Method Part 2: You Must Believe in Your Product

Ben Feldman was (and still hold's the record) for the world's greatest salesman. His second tip in our series is all about believing in your product.

6 Must-Have Traits for Successful Insurance Producers

6 Must-Have Traits for Successful Insurance Producers

A History of Disruption: 5 Industry-Leading Companies That Didn't Evolve Fast Enough to Survive

Technology disrupts every industry, those who adapt survive, those who don't, die. Need proof? Here are 5 examples of companies that didn't evolve fast enough.

5 Surefire Tips to Reduce Employee Turnover

Find out what matters most to employees at insurance agencies. View key results and trends from the 2016 job satisfaction and morale survey. Free e-book included.

7 Best Podcasts to Raise Your Tech IQ

Check out these 7 podcasts to be enlightened, entertained, and up-to-date on all things technology.

6 Ways to Create Valuable Opportunities Using Online Communities

Learn how to use online communities to stay top of mind with your prospects by becoming a trusted source of insurance knowledge and information.

18 Essential Reports You Need to Increase Producer Performance

Help increase the performance of your producers by reviewing these 18 reports that are critical to the success of your insurance agency and your sales force.

carieers 7 best practices

Carriers Best Practices for Managing Producer Data

NSCP Conference Recap

NSCP Conference Recap

3 Ways Technology Can Improve Your Sales Culture

These 3 technology tools will not only help you achieve your own sales goals, but also improve the sales culture for your entire agency.

5 Things You'll Learn in the AMS Buyer's Guide

5 Things You'll Learn in the AMS Buyer's Guide

Why Millennial Workers Matter to Your Insurance Agency

Why Millennial Workers Matter to Your Insurance Agency

Top 10 Features to Look for in an Insurance Agency Management System

Top 10 Features to Look for in an Insurance Agency Management System

Should Fitness Trackers Affect Your Premiums?

Should Fitness Trackers Affect Your Premiums?

4 Ways to Delight Your Customers in Today's 24/7 Climate

Phyllis answers the winning question from her recent competition and breaks down how to approach customer's 24/7 demands by providing great service.

How Insurance Makes Smart Phones Smarter

How Insurance Makes Smart Phones Smarter

4 Must-Have Apps to Boost Your Productivity Potential

Since the way you work coincides so closely with the way you interact with insurance agency customers, I’ve tracked down best 4 apps for CSR productivity and time management.

Investing in Success: How an AMS Pays for Itself

Investing in Success: How an AMS Pays for Itself

Customer Service: 4 Painless Ways to Embrace Change in 2016

Customer Service: 4 Painless Ways to Embrace Change in 2016

Don't Fall Behind: Insurance Industry Lessons from Uber

Don't Fall Behind: Insurance Industry Lessons from Uber

The IT Guide To Selecting An Insurance Agency Management System

The IT Guide To Selecting An Insurance Agency Management System

Name Your Price: Drawing The Line Between Savings and Privacy

Name Your Price: Drawing The Line Between Savings and Privacy

Warren Buffet Bets Big on Cyber Insurance as Hacks Increase

Cyber insurance is set to become a $7.5 Billion market by 2020 as hacking increases. See why Warren Buffet is willing to carry the risk on Vertafore's blog

How to Take Your Agency's Company Culture from Stagnant to Stellar

For best practices and detailed research about how you can foster a positive company culture, download our free e-book: Managing your workforce in the digital era.

Does Your Insurance Sales Process Achieve These 4 Goals?

Does your insurance sales process accomplish these 4 goals? Vertafore SVP of sales and marketing Mark Sonders provides insight into a better sales process.

How This Agency President Stifled Turnover by Creating a Flexible Culture

Ashley Browers-Whitney dives deep and provides insurance professionals with actionable insights for creating a flexible agency culture.

4 Ways Insurance Producers Can Disrupt the Normal Sales Process

Want to sell more insurance? Vertafore sales professional and ex-Travelers producer Libbie Cedeno provides you with 4 tips for disrupting the normal sales process.

4 Ways Your Insurance Agency Can Adapt to a Changing Workforce

4 Ways Your Insurance Agency Can Adapt to a Changing Workforce

Just-In-Time Appointments Update

Just-In-Time Appointments Update

Maintaining Your Reputation as The Agent's Carrier of Choice

Maintaining Your Reputation as The Agent's Carrier of Choice

Increased Customer Demands Have Disrupted Business as Usual

Increased Customer Demands Have Disrupted Business as Usual

Google Compare Shuts Down, Breathe - And Then Get Back To Work

Google Compare Shuts Down, Breathe - And Then Get Back To Work

The Feldman Method Part 1: How Insurance Producers can Overcome Objections with Creativity

Producers! Learn how to sell insurance from Ben Feldman, Guinness Book of World Records greatest salesman of all time. And guess what, he sold life insurance.

Digital Disruption and the Modern Insurer

Digital Disruption and the Modern Insurer

How Google Hopes to Use Driverless Cars To Shift Personal Liability to Product Liability

The real disruptive impact of driverless cars moves the focus of the insurance industry from personal liability to product liability. And Google wants to own it.

Google Spells Disruption for the Insurance Industry

Google Spells Disruption for the Insurance Industry

How the IoT is Disrupting the Insurance Industry

How the IoT is Disrupting the Insurance Industry

Take a Selfie, Get Life Insurance

What if all you needed to do in order to get life insurance was take a selfie? Sounds Far-fetched, but it's not. Trov and Cover are already offering this capability

How Will Emerging Tech Trends Influence the Agency Management System?

Insurance agency management system's are being changed by new technology. Vertafore investigates the 4 biggest changes and provides insight about why you should care

4 Startling Stats Reveal Silicon Valley's Interest in Insurance

4 Startling Stats Reveal Silicon Valley's Interest in Insurance

3 Tips to Help Producers at Small Insurance Agencies Close Big Deals

This educational article provides insurance producers at small agencies with 3 tips intended to help them close big deals and make big money in the process.

The Feldman Method Part 3: Conveying Your Message

Learn how to sell more insurance from the world's greatest salesman of all time Ben Feldman. This post provides tips about how to convey your message with conviction.

Ask a Producer: The Battle Between Google, Amazon, and the Independent Agent

Vertafore interviews Mike Barrett, Owner of The Barrett agency, about how he got into the insurance industry and what it takes to be successful against the big guns.

Microsoft Weighs In Part III – Becoming a Digital Insurer

Vertafore reviews Microsoft's Insurance disruption whitepaper Thriving in the Age of Disruption: Leveraging Data to Drive New Opportunity and Deliver Customer Value.

Learn to Love Millennials – And How to Hire Them at Your Agency

Did you know that by 2018, a quarter of professionals in the insurance industry will be retiring? Insurance Agencies that want to remain competitive need to hire now.

Is Your Agency Due for a Documentation Audit?

In our world of increasing exposure to risk, insurers and insurance organizations are more aware than ever of their need to have well trained employees. Learn more!

Sales Pipeline Management: 3 Warning Signs You’re Behind The Times

Sales Pipeline Management: 3 Warning Signs You’re Behind The Times

Microsoft Weighs in on Insurance Disruption

Insurance in the age of Digital Disruption is Microsoft’s latest E-book supporting their on-demand webinar focusing on Disruption in insurance. Watch it here!

Microsoft Weighs In Part II - 4 Revealing Stats for Digital Insurers   

Vertafore explores some of the revealing stats from Microsoft's insurance technology inforgraphic on personalized experiences, social media, and big data,

How Will NARAB II Affect Individual Producers?

How Will NARAB II Affect Individual Producers?

Innovations in IT Series #2: Take Agent Portals Further with Sales Authorization

Innovations in IT Series #2: Take Agent Portals Further with Sales Authorization

Innovations in IT Series #3: For Best Results, Use Proactive Sales Authorization

Innovations in IT Series #3: For Best Results, Use Proactive Sales Authorization

Enhancing Industry Connections: The 12 Pillars of Pain (and Complexity)

Enhancing Industry Connections: The 12 Pillars of Pain (and Complexity)

Help Me Help You: 4 Tools Agency Principals Can Use to Empower Employees

MOOC's, video training, and cloud-based training are just a few of the ways insurance agency principals' can leverage technology to empower their employees education

4 Keys to Survival for the Insurance Producer of Tomorrow

Todd McCredie, President of McCredie Insurance, provides producers with strategies to stay ahead of the competition.

4 Expert Tips to Build Your Producer Dream Team

Todd McCredie, President of McCredie Insurance, provides agency principals with 4 expert tips about how to build a dream team of insurance producers.

5 Customer-Centric Selling Tips Every Insurance Producer Should be Utilizing

5 Customer-Centric Selling Tips Every Insurance Producer Should be Utilizing

Why Hiring Millennial Producers is Key to the Future of your Agency

Looking for ways to stay motivated at work? Trying using these 4 tools to keep you engaged at your agency and sell more insurance.

3 Keys to Becoming an Insurance Business Elite Agency of the Year

Each year Insurance Business Magazine gives out awards elite insurance agencies. There are 3 things that each elite insurance agency winner has in common. Read here

3 Key Findings Connect Agency Technology to Improved Employee Morale

Hanover Research has released a study revealing the connection between technology, job satisfaction, morale, and employee turn over in the insurance industry.

187 Million Reasons Your Insurance Agency Needs to Take Technology Seriously

The insurance industry 6 main areas that forward-thinking agencies are embracing as opportunities for innovation

4 Types of Analytics Defining the Future of the Insurance Industry

Big data can be overwhelming! Take a look at how these four types of analytics are used in insurance and how they can help you make more informed decisions.

3 Unproductive Habits Worth Breaking

Habits make up our day-to-day work life whether we notice them or not. It's important to take note of and break the ones that aren't helpful so you can work towards being more productive.

3 Ways You're Multi-tasking Wrong and How to Fix It

Phyllis breaks down the pitfalls with unstructured mutli-tasking and how a great plan can lead to great results. Also, be sure to check out her flowchart to find out what kind of multi-tasker you are!

Carriers: 3 Ways to Get Ahead in 2016

Carriers: 3 Ways to Get Ahead in 2016

Budget Season: 3 Ways to Clean Up Your Producer Data without Breaking Your Budget

Budget Season: 3 Ways to Clean Up Your Producer Data without Breaking Your Budget

What is Automation and Why Do You Need It?

What is Automation and Why Do You Need It?

IT Best Practices for Data Management

Just-in-Time Appointments Update: How will these potential changes affect you?

Why Producer Lifecycle Management?

Why Producer Lifecycle Management?

A Day on Capitol Hill—Embedded with the "Big I"

A Day on Capitol Hill—Embedded with the "Big I"

3 Big Benefits of a Virtual Agency

3 Big Benefits of a Virtual Agency

More Efficient Help With Co-Browsing

More Efficient Help With Co-Browsing

Do You Need an Insurance Agency Management System?

Do You Need an Insurance Agency Management System?

Investing in Success: How an AMS Pays for Itself

Investing in Success: How an AMS Pays for Itself

Top 10 Features to Look for in an Insurance Agency Management System

Top 10 Features to Look for in an Insurance Agency Management System

What is Automation and Why Do You Need It?

What is Automation and Why Do You Need It?

Top 5 Reasons Why Agencies Replace Their Old Systems

Top 5 Reasons Why Agencies Replace Their Old Systems

20 Signs That Your Agency Isn’t Running Efficiently

20 Signs That Your Agency Isn’t Running Efficiently

18 Questions You Should Ask Any Vendor

18 Questions You Should Ask Any Vendor

5 Things You'll Learn in the AMS Buyer's Guide

5 Things You'll Learn in the AMS Buyer's Guide

AgencyEDGE

AgencyEDGE is an online service that provides a single-source platform where you can quickly perform licensing transactions in any jurisdiction, and easily ensure that your agents are authorized to sell. AgencyEDGE

PL Rating

Comparative rating from Vertafore PL Rating (formerly SilverPlume PL Rating) insurance comparative rating software/comparative rater.

Vertafore Single Sign-On

Vertafore Single Sign-On

ProducerEDGE

ProducerEDGE

Sircon for Education Providers

Sircon for Education Providers

QQCatalyst

The quick and easy agency management solution built with the small agency in mind.

Efficient Contracting Solution

Vertafore Efficient Contracting Solution (formerly Kaplan Compliance Solutions Efficient Contracting Solution) Efficient Contracting Solution

CMS G2

Vertafore CMS G2 (formerly Kaplan Compliance Solutions CMS G2) allows companies to complete compliance-related transactions faster and with greater accuracy CMS G2

Vertafore Client Portal

Connecting insurance agents to their clients like never before.

Sagitta

Vertafore Sagitta insurance agency management system is designed for large insurance agencies to help them improve workflow, increase productivity and enhance customer service. Sagitta

BenefitPoint

Vertafore BenefitPoint is a secure, Web-based insurance benefits management software system that helps insurance benefits brokerages, insurance consultants, insurance agencies, and general insurance agents simplify processes, increase productivity and boost profitability. BenefitPoint

AMS360

Vertafore AMS360 insurance agency management system software for independent insurance agencies is the most advanced and cost-effective management system.

Vertafore Agency Platform

Vertafore Agency Platform is the comprehensive management platform for the modern agency

The Prevail Network

Prevail Network

Vertafore Desktop as a Service (DaaS)

Better manage IT costs with a hosted desktop environment.

Producer Manager

Vertafore Producer Manager (formerly Sircon Producer Manager) is a powerful web-based solution for tracking insurance agent regulatory compliance credentials. Producer Manager

ImageRight

Vertafore ImageRight insurance software is the leading tool of insurance-focused content management, enterprise workflow and business intelligence solutions.

FSC Rater (CA only)

Vertafore FSC Rater is a comparative rater that delivers accurate home and auto quotes for hundreds of personal lines carriers in California. FSC Rater

ReferenceConnect

The Vertafore ReferenceConnect information solution is the most comprehensive online reference library in the insurance industry making it faster and easier for insurance agencies, carriers and MGAs to increase the value of their services to a variety of clients. ReferenceConnect

TransactNOW

Vertafore TransactNOW is a powerful solution that connects insurance agencies with insurance carrier databases in real time all from the convenience and security of your Vertafore agency management system providing more efficient insurance agency-carrier communications, faster access to personal and commercial lines information, shorter transaction processing times, and more responsive customer service. TransactNOW

WorkSmart

Vertafore WorkSmart provides intelligent workflow, automates processes and improves efficiency.

Producer Plus

Vertafore Producer Plus commercial lines tool is a comprehensive software package designed to help agents sell and retain commercial accounts by streamlining processes from lead development to sales to customer support. Producer Plus

PL Rating

Comparative rating from Vertafore PL Rating (formerly SilverPlume PL Rating) insurance comparative rating software/comparative rater.

e-PAL

Vertafore e-PAL (formerly Kaplan Compliance Solutions e-PAL) is the original single-source electronic reference service for insurance licensing and securities registrations e-PAL

Vertafore + DocuSign

DocuSign

PolicyRater

PolicyRater is an ISO-based, fifty-state quoting and pricing tool

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