Vertafore Transforms Insurance Agency Technology with Launch of Vertafore Agency Platform™

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The First and Only Secure, Cloud-based, Single Solution That Brings Together All the Capabilities Modern Insurance Agencies Need Today and Advanced Technology for Tomorrow

Vertafore (, the leading provider of software that transforms the business of insurance, today announced the launch of the Vertafore Agency Platform™ (the Platform). This new secure cloud-based single solution is the only platform that brings together all the capabilities insurance agencies need to help grow their business.

The Platform delivers competitive edge for agencies by going beyond the traditional agency management system by integrating the capabilities of AMS360, PL Rating, Pipeline Manager, ReferenceConnect, WorkSmart, Engage, TransactNOW and BenefitPoint. It comes in three packages: CL and PL are designed for agencies with commercial lines and/or personal lines focus. CL Plus is geared toward larger agencies looking to increase agency efficiency and capacity, and gain actionable real-time insight into their business to manage complex commercial lines.

Since Vertafore announced the Vertafore Agency Platform at the 2013 NetVU conference in March, it has become one of the fastest growing agency solutions in the industry with over 60 agencies signing up for the new offering.

“Our business needs have evolved significantly over the past decade, and with that customer demands for service are night and day, we could not be stuck with yesterday’s technology,” said Joyce Sigler, Vice President - Administration / Corporate Secretary at Jones & Wenner. “While there are many vendors that may offer one piece of the puzzle to help us solve our business problems, managing technology from multiple vendors, may deliver some benefit, but it also delivers integration headaches. The Vertafore Agency Platform is the first product that we have seen which provides a truly complete solution to help our business grow in the 21st century.”

The Platform signals a new period of technology for the whole agency that has been unavailable and is very hard to mimic by integrating third-party technologies.

It provides agencies with everything they need to run their personal lines, commercial lines and benefits business. The Platform includes rating, pipeline management, eForms and download, producer licensing and commissions, content for subject matter experts, and best-in-class agency management, reporting and benefits management.

“The industry has watched Vertafore’s movements over the past decade, innovating and acquiring different assets, and as they have brought our industry products that have delivered solid results, there was potential for something greater,” said Angela Adams, President at Angela Adams Consulting. “The Vertafore Agency Platform brings together all of the pieces that an insurance agency needs for the 21st century. For larger agencies, the efficiencies gained from integrated products that are designed to work in harmony is clear and for smaller agencies the Platform has the power to really take you to the next level of growth.”

“There is no other solution available that comes close to providing the complete experience agencies need to service a new generation of insureds in today’s new economy,” said Mark Craig, Senior Vice President of Product Management at Vertafore. “The Vertafore Agency Platform positions agencies for growth and their clients and business partners with a seamless model for transacting the business of insurance.”

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. For more information about Vertafore, please visit

© 2013 Vertafore Inc., Vertafore and other trademarks are trademarks of Vertafore and its subsidiaries. All rights reserved.

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Kellen Davison
Vertafore, Inc.
+1 (425) 354-6819
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