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    Corporate Headquarters

    Vertafore, Inc.
    11724 NE 195th
    Bothell, WA 98011

    Media Contact:
    Bailey Fox
    (Barokas PR for Vertafore)
    (206) 264-8220
    Vertafore@Barokas.com

    Ready to take the next step? Contact Vertafore

    Corporate Headquarters

    Vertafore, Inc.
    11724 NE 195th
    Bothell, WA 98011

    Media Contact:
    Bailey Fox
    (Barokas PR for Vertafore)
    (206) 264-8220
    Vertafore@Barokas.com

blog
blog

July 21, 2015 in Producer Lifecycle Management

Part 1: 10 Questions with ACORD’s Director of Life & Annuity Implementations, Sandy Hampel

Not only is it important for Vertafore to participate in ACORD to bring the value and benefits to our customer base, but it’s equally important for you, the customer, to be engaged and involved with ACORD so your feedback and needs can be met by Vertafore.  It takes collaboration between ACORD, Vertafore, and Vertafore customers to offer solutions that meet your most important needs! Read below for exclusive information from ACORD’s Sandy Hampel to learn how getting involved can...


Sandy Hampel
blog

July 07, 2015 in Agency

Due for a hardware refresh?

A couple of new variables need to be considered when thinking about a hardware refresh at this particular moment in time. One is the market changes and market factors that are putting most organizations in the position of requiring a hardware refresh. Most hardware refreshes that are occurring now have been delayed and a number of things are different this time around. We're finding that the organizations doing hardware refreshes right now are typically growing organizations. How do you factor i...


Steven Finch
blog

July 07, 2015 in Producer Lifecycle Management

Let’s Work Together to Improve Carrier-Distributor Communication and Automation for Licensing & Appointments

Did you know that various industry leaders have been working together to create best practices to improve carrier-distributor license & appointment automation and communication? How about the push to establish actual business scenarios to standardize the process? These are progressive steps for the industry that the Sircon team at Vertafore is helping with, but we can’t do it alone. Thus far, Vertafore has been collaborating with the Insured Retirement Institute (IRI), the Association...


Tim Owen
blog

June 30, 2015 in Producer Lifecycle Management

IT Best Practices for Data Management

Across many carrier organizations and even large agencies, we’ve seen various different practices for data management. Many companies have a system for each business unit or functional purpose as well as support staff to manage their own individual data sets. The cost and complexity to your IT team to replicate each piece of data within each separate system becomes exponentially greater as your business grows.  Whether it be customer relationship management (CRM), producer compensati...


Justin Phillips
blog

June 24, 2015 in Producer Lifecycle Management

Producer Licensing Law Changes in Texas and NARAB II

As many legislative sessions wrap up, one of the more significant changes that you should be aware of is Texas’ advance towards producer licensing uniformity. If you got a chance to check out our most recent post, A Call for Continuing Education Uniformity, you may already be aware of the difficulties caused by non-uniformity and the importance of driving change. This law, which just passed in legislature, will move Texas producer licensing closer to national uniform standards. The specif...


Leslie Kosal

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