--- description: Review of Vertafore Agency Platform Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Vertafore Agency Platform | Reviews, Pricing & Demos - SoftwareAdvice AU --- Breadcrumb: [Home](/) > [Claims Management Software](/directory/3405/claims-management/software) > [Vertafore Agency Platform](/software/42483/vertafore-agency-platform) # Vertafore Agency Platform Canonical: https://www.softwareadvice.com.au/software/42483/vertafore-agency-platform Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.com.au/software/42483/vertafore-agency-platform?page=2) > Vertafore Agency Platform is a cloud-based insurance management solution designed for insurance companies of all sizes. It offers accounting, customer management, document management, policy management and reporting within a suite. Android and iOS apps available. Vertafore Agency Platform features business process navigation, which assists users in documentation and provides forms involved in the processes. The product also features a built-in reference library, which users can refer to in difference stages of the insurance filing and business processes. Vertafore features its "National Comparative Rating" tool, powered by PL Rating, which provides users with quotes for different types of insurance claims, such as for automobiles, home and natural disasters. Vertafore is available in three different pricing tiers: Essentials, Professional and Enterprise. The product also offers integration with Microsoft Office Suite. The vendor provides phone and live chat support, and also offers online case submission. > > Verdict: Rated **3.4/5** by 15 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **3.4/5** | 15 Reviews | | Ease of Use | 3.2/5 | Based on overall reviews | | Customer Support | 2.9/5 | Based on overall reviews | | Value for Money | 2.9/5 | Based on overall reviews | | Features | 3.5/5 | Based on overall reviews | | Recommendation percentage | 50% | (5/10 Likelihood to recommend) | ## About the vendor - **Company**: Vertafore - **Founded**: 1991 ## Commercial Context - **Starting Price**: USD 1,000.00 - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: United States ## Features - Client Management - Document Management - Insurance Policy Management - Insurance Rating - Policy Management - Quotes/Estimates ## Support Options - Chat ## Category - [Claims Management Software](https://www.softwareadvice.com.au/directory/3405/claims-management/software) ## Related Categories - [Claims Management Software](https://www.softwareadvice.com.au/directory/3405/claims-management/software) - [Insurance Software](https://www.softwareadvice.com.au/directory/4506/insurance/software) ## Alternatives 1. [Anagram](https://www.softwareadvice.com.au/software/180886/patch) — 4.7/5 (56 reviews) 2. [Jenesis Software](https://www.softwareadvice.com.au/software/62001/jenesis-agency-management) — 4.7/5 (283 reviews) 3. [BriteCore](https://www.softwareadvice.com.au/software/128209/britecore) — 4.3/5 (3 reviews) 4. [NowCerts](https://www.softwareadvice.com.au/software/64793/nowcerts) — 4.8/5 (150 reviews) 5. [Cloud Claims](https://www.softwareadvice.com.au/software/370656/Cloud-Claims) — 4.7/5 (11 reviews) ## Reviews ### "Vertafore Agency Zoom" — 5.0/5 > **TROY** | *29 February 2024* | Insurance | Recommendation rating: 9.0/10 > > **Pros**: love the flexibility and the chat feature for customer service > > **Cons**: they are pricier than others but this platform is more user friendly > > good experience with this Agency Platform ----- ### "Excellent Platform for Integration" — 5.0/5 > **Lacey** | *12 September 2019* | Insurance | Recommendation rating: 10.0/10 > > **Pros**: I love how easily it integrates with my email and phone systems. When a client calls in, our phone system recognizes the phone number and pops up a new tab with the client information. It's SO nice\!\! > > **Cons**: Sometimes getting through to customer service can be difficult, as we had some issues with pricing agreement. > > This has really increased productivity in the office. The reports can be adjusted to whatever you need to be testing and measuring to help focus on the details. ----- ### "Stay Away. Find something that cost less and fits your needs with better customer support." — 1.0/5 > **Anil** | *9 November 2023* | Insurance | Recommendation rating: 0.0/10 > > **Pros**: Good integration between QQ and Agency Zoom but be ready to spend an additional $3,000 - $6,000 by paying 3rd party vendors if you really want to understand the automation and spend days in understanding, editing, and customizing the automation steps to your agency needs. The sales team will promise you the world but that’s where it ends. > > **Cons**: Too expensive for what you get. They make you pay for their program/s and services the day you sign the contract, but the implementation can take them 4 - 6 weeks. Meaning they are swindling you by charging for 4-6 weeks without you being able to use the system. The support staff is not cross trained to help you with QQ and Agency Zoom. Be ready for frustration and a lot of time wasted to get a resolution to your problems. They continue to sell the PL rater for personal lines, but it is useless for CA and some other states where the personal lines markets are tough and there are not many carriers available. There is no understanding or exceptions they make if you get a product that is worthless as they will make you pay for it for the entire length of the contract. The company does not give enough notice to their users when they make any upgrades or changes to the system. All these always result in problems and the hold times to speak to someone in support could be up to an hour and you'd be lucky to find someone who can actually resolve the issues with just 1 call. Submitting tickets via the support portal is a total waste of time since there may be no response at all, or it may come days/weeks later. > > I regret my decision to sign up for Vertafore products, but I am too deep into it after spending over $10,000 within my 1st year for PLR, QQ and Agency zoom. Still looking for alternatives which may fit my commercial agency needs and will switch in a heartbeat when I find them. The management’s focus on customer satisfaction or customer service is extremely low. The integration with 3rd party programs is limited especially is it a competing product that vertafore offers. Example is their commercial rater which is worthless and because of that they do not allow integrations with established commercial lines raters in the market. ----- ### "Independent Insurance Platform" — 4.0/5 > **Austin** | *28 September 2020* | Insurance | Recommendation rating: 5.0/10 > > **Pros**: I like that functionality of this software, it can do everything you want it to as long as you know how to use it. > > **Cons**: This is a very hard program to learn. My first year of using it was very rough because it has a very antiquated feel to it. But once you start learning the shortcuts, it does everything you need it to do. > > Overall, my collogues and I use it and it serves its purpose well. We always dread having to train new employees because it is so complicated. ----- ### "QQ Catalyst From Vertafore" — 4.0/5 > **WAYNE** | *18 May 2021* | Insurance | Recommendation rating: 8.0/10 > > **Pros**: The QQ Catalyst agency management system from Vertafore certainly helps keep track of customers, policies, and all related forms and paperwork. > > **Cons**: Downloads can be tricky with this system. Once they get going it works well but sometimes getting started can be frustrating. > > Keeping track of customers, policies, forms, etc are very easy with QQ by Vertafore. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.com.au/software/42483/vertafore-agency-platform?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/42483/vertafore-agency-platform) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data