Smart Choice

An insurance software partner is more than a vendor. We are committed to helping Smart Choice partners have the right technology to grow your agency.

Network partnership

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 you 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 agencies partnered with Smart Choice.

We've helped many agencies scale with solutions that address their specific requirements, and we welcome a chance to discuss your needs and share best practices. Contact your dedicated Vertafore Smart Choice account team and we'll discuss how our solutions enable you to grow your business.

SmartChoice Vertafore
AgencyZoom powered by Vertafore


AgencyZoom is a smart automation solution built for insurance agencies. It allows agents to build an automated customer journey from prospecting, to renewals, and beyond. The mobile app and pre-built reports offer ease of access to data, while integration with multiple InsurTech solutions allow effortless syncing of information.

Demo
 


PL Rating is a real-time, comparative rater that enables agents to close business quicker and grow personal line business through cross-selling opportunities, multi-carrier quoting, consumer rate quoting, and easily quoting multiple personal lines.

Demo
 

pl rating card
qq catalyst card


QQCatalyst is an agency management system that is built for independent agencies needing operational, marketing, and sales pipeline management tools. Built with the small agency in mind, QQCatalyst gives you flexibility with a customizable dashboard, a quick set up, and an intuitive design so that you can focus on sales growth and spending more time with your customers. Streamline prospecting with the AgencyZoom integration and easily quote multiple carriers by reducing time spent on data entry with the PL Rating integration.

Demo
 

AgencyZoom Launch

AgencyZoom Launch

In our exclusive webinar with Smart Choice National, you’ll learn more about how AgencyZoom can boost your agency’s 5-star ratings, save time with personalized automations, and increase client retention!

 

Access webinar

SmartChoice Vertafore