103 Vertafore Testimonials

"I had an opportunity to visit a cabinet shop recently and didn’t really know the details about dust collection and other related cabinet shop exposures. However, thanks to Reference Connect, I was able to become an instant expert and win the business."

“As a new agency, the first two years are tight because you’re building a base, but we’re in our third year now, which is basically when things are starting to turn around. It’s nice to have some money to reinvest in the agency."

"Instead of having to create content from scratch, there are preformatted emails for you to use. There’s even a timeline suggestion, so you can get going pretty quickly. Then you can reflect on what’s working and what’s not, and optimize the most successful campaigns."

“When factoring in everything we’ve implemented to date, we’re saving about 40 hours a month. At the same time, we’ve been able to expand without additional staffing.”

“You just can’t be a successful, growing agency without the right technology.”

“If we took away the Platform, we’d probably have a mutiny on our hands."

“We have real facts to support our business decisions you just can’t get this type of information any other way than with WorkSmart.”

“For us, WorkSmart opens up many more avenues for exponential efficiency gains.”

“Establishing roles and workflow through WorkSmart makes us more standardized and more efficient.”

“The ImageRight implementation has played an important role in a major organizational change and realignment.”

“If you’re just starting out, you absolutely need FSC Rater. You’d be crazy to try to go without it.”

“We did an extensive search, and honestly, Vertafore had the only system that could effectively serve a 100-person agency.”

“They don’t have to go to the file cabinet, dig for the information, and compare. All the information is at their fingertips.”

“Our goal was to make things simple, and to do that, we needed one, tightly integrated system that could do it all.”

“WorkSmart creates the platform for agencies to leverage the right resources for the right tasks.”