Customer Experience

Providing full-service software solutions for your company.
Customer Experience

At Vertafore we are committed to partnering with you through each stage of your experience with our products.



    The first step to knowing what solution is the right fit for you is to get a full picture of the challenges and opportunities in your business. Our Solution Consulting team takes the time to go through your business with you and uncover those challenges and potential opportunities so we can recommend the solutions that are going to help you reach your goals for your business.

    • Interactive Discovery: Sit down and have a conversation about your business and where there are opportunities to grow.

    • Solution Demos: See first hand what our solutions can do and where they can help your business.

    • Return On Investment (ROI) Analysis: Put opportunities together with a solution and find out what impact it can have on the bottom line.



    We want to make sure you have a smooth transition to your new system and minimize downtime. Our trusted team uses established practices to integrate and coordinate services for you.

    From project management to training delivery, each of the Professional Services teams follows standardized processes to assure each project is consistently delivered. Having and following the methodology assures steps aren’t missed and maximizes the success of each implementation.

    • Project Management to keep your implementation on time and on budget.

    • Consulting and Implementation Services to assure the system is set up and installed the way you need it.

    • Flexible Training delivery to make sure you learn our solutions and get the most out of them, delivered through remote and on-site sessions.

    • Conversion Services to transfer your data and content to your new platform.



    You want to pinpoint your immediate business challenges and identify the shortest path to results on your technology investment. Our team can provide concise, targeted, actionable advice and insights. Whether you are looking to optimize product usage or reporting, fine-tune a specific technology process, or implement a new business practice, our team is a quick-start way to overcome hurdles and realize benefits from your Vertafore solutions.

    • Standardized business practices: Get your organization on the same page, using your technology solutions to deliver consistent quality and service to your customers.

    • Return On Investment (ROI) Optimization: Leverage best practices from thousands of industry solutions with proven ROI to realize maximum results from your product offerings and customer interactions.

    • Operational enhancement: Synchronize workflows, reduce processing time, and eliminate redundancy leveraging proven industry methodologies.



    The best way to get the most out of your technology investment is to make sure your team knows how to use the tools you give them. We can help make sure your team is ready by providing the right level of training in the way that is best for your situation.



    When you become our customer you join a community of users unlike any other. The Network of Vertafore Users (NetVU) is a volunteer-driven organization focused on connecting our product users with their peers. NetVU provides access to a community with a range of tools and support in the areas of education, networking, and advocacy.






    Sometimes you just need help. Our customer support team is there to provide that help. Submit a support request online, give us a call, or start a chat. We are here to listen and help resolve any issues. Your customers rely on you to be there for them and we are here for you.

    • My Vertafore Knowledge Base: Find the answer you need fast. We have taken the best knowledge or our customers and our team and put it in one place.

    • Online Chat: Connect with our customer support team right from our website.

    • Phone and Email Support: Get the help you are looking for. Contact one of our customer support team members and get a response quickly.


    Get in touch with us

    Thanks for reaching out!

    A Vertafore representative will be reaching out to you shortly.
    In the meantime, check out some of the resources we offer for growing businesses.