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Vertafore Consulting Services

Vertafore Professional Services offers scalable, results-oriented consulting packages designed to help you work smarter, overcome challenges, and realize new possibilities for your business. With decades of experience designing and deploying solutions for top agencies, carriers, and MGAs, our consultants leverage deep industry knowledge and best practices to help companies like yours accelerate technology ROI and grow their businesses fast.

Expert Access

Get concise, targeted, actionable advice and insights from a subject matter expert to pin-point your immediate business challenges and identify the shortest path to results on your technology investment. Whether you are looking to optimize product usage or reporting, fine-tune a specific technology process, or implement a new business practice, Expert Access is a quick-start way to overcome hurdles and realize benefits from your Vertafore solutions.

  • Consultative training Get help on a wide range of topics including product usage, reporting, business practices, and more.
  • Near-term solutions Tackle immediate business needs such as replacing key resources, specialized IT advice and vendor recommendations.
  • Directional advice Speak directly with one of our subject matter experts to find the right approach toward a specific business opportunity or technical hurdle.
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Operational Consulting

Vertafore Professional Services operational experts identify gaps and opportunities for enhancement of your technology solutions. Leveraging prescriptive, industry-proven roadmaps, Operational Consulting helps you operate more efficiently, synchronize workflows, and maximize business intelligence.

  • Operational enhancementSynchronize workflows, reduce processing time, and eliminate redundancy leveraging proven industry methodologies.
  • More meaningful business intelligence Get more results from your technology results with custom reports and data extractions that deliver tangible, actionable business intelligence.
  • Standardized business practicesGet your organization on the same page, using your technology solutions to deliver consistent quality and service to your customers.
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Strategic Consulting

Seize critical opportunities, streamline mergers and acquisitions, and maximize ROI with Vertafore Professional Services Strategic Consulting. Industry-trusted advisors work with you to design a custom change management blueprint, align your strategic objectives to your technology investments, and deploy your solutions using a carefully managed approach based on proven best practices.

  • New line of business planning Industry veterans work with your executive team to discover new business opportunities and act quickly to realize success.
  • M+A Preparation Minimize transition and reduce time to value with expert guidance through every step of your customized change management blueprint.
  • ROI Optimization Leverage best practices from thousands of industry solutions with proven ROI to realize maximum results from your product offerings and customer interactions.
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Ready to take the next step?

Contact Vertafore