103 Vertafore Testimonials

“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.”

“We’re innovators—and Vertafore helps keep us that way. Their solutions work because they understand what it takes to get our jobs done in the real world. Their people come on site, they watch how we work—they truly understand our business. That’s why their solutions make a measurable impact. Just look at what WorkSmart has done for us already."

“ This [was] a game-changer for us. it [was] a time-consuming process to contract new associates and brokers with the large amount of paperwork we encounter. [it’s] amazing to see the process happen in about five minutes.”

“An imperfect submission doesn’t get a fair look from companies, let alone the best available rates. An agent needs an informed analysis of the risk to make sure he’s giving the best picture of the risk to underwriters.”

“Underwriting tips, checklists, surveys, and questionnaires means the producer will go into an account looking very professional, and fully informed about the business. They meet with the client and can create a professional, complete submission for underwriting.”

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

"RiskMatch allows us to see where our profitable growth opportunities are in our book and partner with our carriers to pursue those opportunities while serving clients with fantastic products."

"The agent is on the street selling business right away. We don't have that delay where this agent can't sell because he's not appointed with the company, we're missing something — He can focus on selling — and we're not sitting there waiting [while] he loses interest in our company."

“Sircon has simplified the appointment process so much for our contracting associates. We used to require them to remember state guidelines and who should be appointed and who shouldn’t. Now all they have to worry about is what state they want, then click a button.”

"We’re very excited to see the new features that FSC Rater powered by PL Rating will be bringing."

“No one feels overwhelmed or behind. The automation, the tools, and the integration all help us be more proactive.”

“Getting rid of all that paper on your desk de-clutters your mind as well and makes you feel more in control of your work.”

“Now we can say that not only are we an independent agency that represents a lot of great companies, but we also provide you 24-hour access to all of your insurance information.”

“We try to conform to the way our clients individually want to work with us. InsurLink is flexible and allows us to have that personal touch, that individual relationship with each of our clients.”

“We have great products in AIM and ImageRight, but we also have an entire community on our side to support our success.”