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Vertafore Unveils Vertafore Agency Platform

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Vertafore Unveils Vertafore Agency Platform

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September 04, 2013
By Raju Shanbhag
TMCnet Contributor

Vertafore, a provider of software for insurance companies, has unveiled its Vertafore Agency Platform. The company describes it as a secure cloud-based single solution that caters to all the requirements of a modern day insurance agency.

Vertafore says the platform does much more than what a traditional agency solution might do. It brings together the capabilities of AMS360, PL Rating, Pipeline Manager, ReferenceConnect, WorkSmart, Engage, TransactNOW and BenefitPoint. It is also offered in three packages, designed to suit every need and budget. While CL and PL help agencies with commercial lines and/or personal lines focus, CL Plus is ideal for agencies that want to increase agency efficiency and capacity.


It seems insurance agencies have been quick to latch on this new platform. As many as 60 agencies have opted for the solution since its introduction.

The new platform aims to help agencies manage their customers, prospects and policies all in one intuitive interface. It also looks to provide wholesome insurance accounting capabilities.

“There is no other solution available that comes close to providing the complete experience agencies need to service a new generation of insureds in today’s new economy,” said Mark Craig, senior vice president of product management at Vertafore. “The Vertafore Agency Platform positions agencies for growth and their clients and business partners with a seamless model for transacting the business of insurance.”

Apart from releasing useful products and services for small agencies, the company also provides some useful tips to them every now and then. Recently, the company released its top three tips for new or established small agencies seeking to grow and maximize productivity.




Edited by Blaise McNamee

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