105 Vertafore Testimonials

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  • “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.”

  • "Before we moved to 5, we had to see what was in it for us, and it made sense. The biggest benefit was in the back end; specifically, its .NET environment. When we were approached to be an early adopter of 6.0, we did the same kind of evaluation. We …

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

  • “Vertafore Client Communications makes it easy for agencies to do the outreach and reputation management they should have been doing all along but haven't had the time or resources. From happy birthdays to renewal reminders to proactive risk management advice, we can reach our clients with the right information at …

  • "We’ve never run into something we can’t solve with MGA Systems.”

  • "I just needed more. When I looked into AgencyZoom, I could see how it would catapult our sales beyond what we imagined.”

  • “Creating transparency with data creates healthy competition, and we’re seeing that happen organically because of RiskMatch. This culture is not just about fostering healthy competition; it's about creating a unified vision and approach across all agencies.”

  • "XPT Specialty, innovation and collaboration aren’t just buzzwords—they’re fundamental to how we operate and succeed. We believe technology should make complex tasks simpler, empowering our teams to serve retail agents, carriers and other partners faster and better.”

  • "The process Surefyre offers fits our organization’s needs by simplifying the placement of our core business. Their product helps us deliver an improved process compared with our competition in the space, making E&S placement not so cumbersome and paper-intensive. The portal truly sets us apart."