103 Vertafore Testimonials

“My CL producers have tripled their books of business within 8 months by leveraging the Producer Tools and resources within ReferenceConnect.”

"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."

"FinancePro is a proven web-based system for helping us manage our premium finance receivables. Our agent/broker clients regularly comment that FinancePro is intuitive and user friendly for generating premium finance quotes, looking up accounts, and running reports."

“Now, if a client tells one of our producers that he wants to add a vehicle to his policy, all the producer has to do is type the VIN# on his iPhone and send it to email. WorkSmart immediately routes it to where it needs to go for endorsement. Everything is streamlined.”

"We are more streamlined in our processes, and I think it’s due to leveraging technology and knowing how to use every aspect of AMS360 and what it has to offer."

"We needed to have a partner that had all of the solutions that we could utilize and know that they would integrate and talk to one another.”

“I had no idea how many hours and hours and hours’ worth of work TransactNOW would save us.”

“If you have a couple carriers that are pretty close in premium, then the ease of doing business and our relationship with the carriers plays a major role in where we are going to place that 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."

“The change Vertafore has made where I have a contact and each of my agents has a contact has been amazing.”

“Our retention has been above 95% since the agency began tracking retention. We take a lot of pride in our retention percentage and we feel utilizing ReferenceConnect gives our customers a more consultative experience, contributes to that 95-plus retention rate.”

“This past year our retention rate was up by six points. Our survey cards always come back complementing our agency on how quickly we respond. We believe the service we deliver using Vertafore technology has had a direct, positive impact on customer retention.”

“Our agency needed a CRM to provide our producers with an efficient way to manage their prospecting and provide our management with visibility into the producers’ efforts toward writing new business.”

"The system is so easy to use. The new features in FSC Rater Powered by PL Rating have really saved the agency time. We no longer have to go into a separate cost estimator when quoting homes, it is built right in. Another benefit is being able to run SAQ. It saves us time by not having to correct the quote later and knowing which company to place the business with. It is truly a blessing for our office."

“F: Fundamental for transacting new business growth to our agency. S: Secures accurate carrier rates that easily bridge into carriers sites for faster point of-sale process. C: Consistently streamlines the quoting process, and is a great data source for other cross-sell/up-sell opportunities.”