Blog

Vertafore recognized by BIG Awards, Stevie Awards, and G2 for excellence in the insurance industry.

Vertafore's team is committed to working hard and being better every day. We are learning from our past and making processes for the future so we can continue to serve. Here are our top improvements in 2021.

Cassidy Smirnow, Chief Revenue Officer at Vertafore, discusses the Day of Caring from Accelerate, powered by NetVU, extending into a Summer of Caring to support Feeding America.

Self-service and automation are key for producer management that keeps carriers compliant and offers a great agent experience.

Areas where the industry can improve.

Insurance carriers and MGAs don’t need messy paper files for their proprietary info anymore. ReferenceConnect Publishing makes organizing these files easy.

A recent survey of more than 1,000 independent agency professionals in the U.S. highlights noteworthy trends when it comes to agency relationships with their carrier partners.

Cassidy Smirnow, Chief Revenue Officer at Vertafore, talks six skills more valuable than background for success.

Practices on how to improve agent experience

Insurance agencies should strive to be agencies for the future by providing their staff, as well as their customers, “with a first-class experience.” You must equip yourself with the tools and processes to make that possible.

Learn how to eliminate communication issues with clients and carriers to become a more connected agency.

Ongoing, robust employee recognition is a practice that any company can adopt. When companies make a consistent effort to recognize their employees, people stay longer, do better work, and flourish in their roles.

The latest installment of our annual insurance agency workforce whitepaper details findings from a survey of more than 1,000 independent insurance professionals in the U.S.

Five reasons your customer service might be lacking speed.

As part of Vertafore’s focus on insurance agency modernization, PL Rating’s latest update helps you to continue being your clients’ trusted advisor in their insurance matters.

Consumer Rate Quotes (CRQ) is a powerful add-on component of PL Rating that allows you to provide multiple carrier quoting directly to your clients on any website (including social media) and on any device.

Here are a few of the key milestones from 2020 we reflect on with gratitude as the year winds down.

Hear from some of our teammates why we’re passionate about volunteering and how Vertafore is committed to supporting our team’s contributions to the community.

Vertafore’s Book Roll modernizes the book roll process by allowing you to digitally request books of business from partner agencies within minutes.

An analysis of policy data in BenefitPoint shows notable changes in the number of employer-paid in-force Group Life/ADD policies in effect during the first half of 2020.

Best financial and operational practices