Consulting

Consulting Services for Agencies
Whether you’re thinking about a Vertafore management system or have already completed your initial implementation, our experienced insurance and automation professionals are ready to help you put the power of Vertafore advanced tools and technology to work in your business.

What sets our consultants apart is that in addition to being experts on Vertafore solutions, they also understand the specific business needs of insurance agents and brokers. This makes our consulting team uniquely qualified to help you identify areas of your business that could be streamlined and made more cost-effective with the right technology, including:

  • Streamlining agency operations and workflow
  • Unleashing SQL reporting
  • Exploring innovative marketing options
  • Developing more efficient processes
  • Preparing for a merger or acquisition
  • Reviewing accounting procedures
  • Training producers and CSRs
  • Integrating third-party products

Consulting Services for Carriers/MGAs
Vertafore Professional Services experts - line of business consultants, professional trainers, implementation engineers and program managers - are a key component to successful installation of Vertafore carrier products.

Available services include:

  • Managing the entire implementation lifecycle, including workflow analysis and business requirements
  • Building out the appropriate solution
  • Product installation and management
  • Ongoing system maintenance and support


Vertafore® Unleash your potential.

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Call Vertafore at 1.800.444.4813.

Vertafore. Unleash your potential.

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