Vertafore Unveils Insurance Software Innovations at NetVU12 Conference

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Nearly 1,500 insurance professionals attend annual users conference to learn best practices and preview solutions that help improve productivity and drive top and bottom-line results

Vertafore (, a leading provider of software that transforms the #insurance industry, showcased a range of upcoming product enhancements and releases at the 2012 Network of Vertafore Users (NetVU) Annual Conference held in Anaheim, California.

Vertafore generated customer excitement by showcasing second-half 2012 releases of its popular insurance agency software with an emphasis on mobility and insight including:

  •     WorkSmart Online– A hosted version of Vertafore’s agency process improvement solution, WorkSmart, giving agencies the flexibility to deploy content management, workload balancing and real-time production reporting tools in the way that best meets their needs, whether in their own data center, at a third party location or in Vertafore’s secure data center.
  •     AMS360 v6.5 – Featuring the new next generation experience of insurance agency management system AMS360 announced in February, version 6.5 puts client and policy information right in the agent’s hand via their mobile device so customer needs can be met regardless of if the agent is in the office, on the road or onsite with clients.

“With the deepest wealth of insurance expertise of any software provider, we continue to make big strides in providing powerful solutions that solve real business challenges for our customers,” said Mark Craig, Senior Vice President of Product Management. “The enhancements announced at NetVU add to our extensive heritage of transforming the business of insurance by keeping our customers competitive now and in the future with cutting-edge technology.”

In addition to WorkSmart Online and AMS360 v6.5, Vertafore announced the general availability of the following solutions:

  •     Pipeline Manager v2.3 - Key enhancements in Vertafore’s insurance sales management solution offer actionable mobility features including the ability to add or update prospect information from a mobile device such as an iPad or smartphone. Version 2.3 further bolsters an agent’s ability to track all potential opportunities which ensures no lead is neglected. The release reflects Vertafore’s continued effort to help agencies sell more, manage less and forecast accurately.
  •     ReferenceConnect v6.0- A new version of the industry’s most comprehensive online knowledge solution, featuring navigation enhancements and design features to further expedite and improve the way agencies and carriers find critical risk information quickly.

Also coming later in 2012, ReferenceConnect will include a mobile device experience allowing producers, agents, and field underwriters to use ReferenceConnect anytime, anywhere.

“Vertafore’s product offerings continue to expand and align well to the pressing needs of both agencies and insurers. In addition, the solutions are leveraging some of the hottest next-gen technologies such as mobile and cloud,” said Deb Smallwood, Founder of Strategy Meets Action, a Boston-based strategic advisory firm. “With the latest release of WorkSmart Engage, Vertafore brings an innovative solution to the marketplace for agent/insurer connectivity.”

Nearly 1,500 insurance industry agents, brokers, carriers and reinsurers from across the country convened in Anaheim for four days of more than 225 peer-led, interactive seminars and presentations. The annual conference provides an effective forum designed to help attendees improve operational efficiency, network with industry peers and discuss solutions to common business problems.

“Each year at NetVU, Vertafore provides a powerful platform for our agency to address challenges, connect with carrier partners and share best practices centered on the critical business issues we face on a daily basis,” said George A. Douty II, Information Technology Manager, Dean & Draper Insurance Agency LP. “With the product enhancements announced, we clearly see how Vertafore’s innovations anticipate the transformation of the industry. We are confident in the direction Vertafore is leading us with 21st century technology so our attention can be focused on growing our business.”

To learn more about NetVU conference highlights and innovations showcased, please visit Vertafore on Facebook ( to access videos, presentations, photos and more.

About @Vertafore
Vertafore delivers software and services that transform the business of insurance. Unique to the industry, more than 20,000 customers rely on Vertafore to provide integrated technology that connects the entire industry with the most complete source of solutions—agency management, rating and connectivity, content management and workflow, information solutions and producer lifecycle management—so their businesses run better and are more profitable.

© 2012 Vertafore, Inc. the Vertafore logo, and other trademarks are trademarks of Vertafore and its subsidiaries. Third party trademarks are trademarks of their respective holders. All rights reserved.

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Kellen Davison
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