SIAA & Vertafore

An insurance software partner is more than a vendor. We are committed to helping Strategic Insurance Agency Alliance (SIAA) members have the right technology to grow your agency.
SIAA & Vertafore

A foundation for your new business

Becoming independent is a big move and we recognize that choosing technology is only part of it. 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 get established and grow your business. We have resources to help you make these decisions and an active community of users that can support your SIAA agency. We've helped many agencies make the transition and welcome a chance to discuss your needs and share what others have done. Complete the form and your dedicated Vertafore SIAA account team will call you to discuss how our solutions enable you to grow your business.

Starting over: The journey from captive agency to independent

Starting Over: the journey from captive to an independent agency

With a shift in the insurance industry to independent agencies, captive agencies need to be thinking about the journey you'll be embarking on. There is plenty of advice for becoming an independent agent, but most of it is aimed at first-time agents. Changing from a captive to an independent agency has some wrinkles. In this blog, we will look at five issues that an agency should consider when making the transition.

What capabilities does my agency need?

As an independent agency, you have a lot of technology needs. We have created a checklist to help you think through the issues.

Technology checklist when moving to independent agency

QQCatalyst: Newly independent agencies need to focus on sales growth and need efficient tools so they can spend time with customers. QQCatalyst gives you flexibility with a customizable dashboard, a quick set up and an intuitive design. It offers sales pipeline and email marketing capabilities to help you grow. It's also simple and easy to use while still being complete. This solution helps you manage your agency from anywhere with secure, cloud-based technology. 

QQCatalyst powered by Vertafore
AMS360

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.

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

PL Rating
ReferenceConnect

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

SIAA - connect 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.