Network partnership
A solid foundation for independent agencies
The insurance landscape is changing. Independent agencies that want to remain truly independent need the scale, support, and access to broader markets and increased contingency in order to remain competitive. It helps to have a technology partner that understands what you are going through. As an experienced agent, you'll know that an agency management system is a foundation for your business and want one that helps you scale and grow your business. We have resources to help you make these decisions and an active community of users that can support your CAA agency.
We've helped many agencies scale with solutions that address their specific requirements, and we welcome a chance to discuss your needs and share what others have done. Contact your dedicated Vertafore CAA account team and we'll discuss how our solutions enable you to grow your business.
“The change Vertafore has made where I have a contact and each of my agents has a contact has been amazing.”
Nikki Toon, Chief Operating Officer
CAA
AMS360: Our flagship agency management system. Do you need seamlessly integrated and comprehensive accounting capabilities? What about flexible and complete reporting? Are you planning to do a lot of complex commercial lines? AMS360 is the best management system solution for rapidly growing agencies.
ReferenceConnect: is the industry’s only insurance knowledgebase that helps agencies grow and diversify their business by aggregating insurance policy coverage and risk profile information into one place - making you an agent of choice and a trusted advisor to your clients.
- Time-saving: 60% less time needed to search for documents
- Efficiency: 1 less E&O incident per year
- Demand generation: 1% increase in new business and renewals
PL Rating: is a real-time, comparative rater that enables agents to close business quicker and grow their personal line business through cross-selling opportunities, multi-carrier quoting, consumer rate quoting, and easily quoting multiple personal lines.
- Time-saving: 50% less time spent on quotes
- Efficiency: reduce quoting from 10 minutes per carrier to 15 minutes for 10 carriers
- Demand generation: agents say almost 50% of their leads come from CRQ
InsurLink: gives your customers access to their policies and documents whenever they need it. With a branded insurance customer portal available on any device, your customers can have the connectivity and self-service access they expect outside of business hours.
- Customer retention: 3-4% increase in customer retention
- Time-saving: eliminate 5 10-minute certificate request calls
- 24-hour service: with InsurLink, your agency is always open
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Webinar
Conversations lead to conversions
Maximize your business and client communication strategy with AgencyZoom! Featuring personalized automations, best practices for hot vs. cold leads, increased open rates, and more!
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Webinar
AMS360
overviewDive into AMS360: a modern management system that helps you streamline workflows, improve renewals and retention, and make data-driven decisions to drive new business.
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Webinar
ReferenceConnect
demoReferenceConnect centralizes information from over 40 insurance publications in an easily searchable, online system so you can unlock the potential to expand into new industries, identify cross-selling opportunities, and mitigate the chances for E&O exposures.