Vertafore Enables Producers to Better Serve Clients at Moment of Need with Latest Agency Cloud and Mobile Technology

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Vertafore Agency Platform, Sagitta Suite and Producer Advantage enhancements to help agencies service clients faster, be more productive in the field and reduce IT costs

Vertafore (, the leading provider of software that transforms the business of insurance, today unveiled its next step cloud and mobile innovations for its premier agency technologies – Vertafore Agency Platform, Sagitta Suite and Vertafore Producer Advantage. The company’s latest technological advancements are being showcased at the 38th Network of Vertafore Users (NetVU) conference in Nashville, Tennessee.

Already breaking ground in a new era of agency technology in 2013, the Vertafore Agency Platform continues to evolve into the most integrated single application experience that agencies need to provide the anytime, anywhere service clients demand. The newest improvements to the software include a consolidated dashboard that effectively presents the data and information users need to efficiently and accurately make decisions and execute important tasks.

The new dashboard includes global search functionality that helps agencies service clients at the moment of need instead of having to waste precious time wading through silos of disparate sets of information across multiple pieces of software. This is accomplished by unifying all information an agency has stored in the Vertafore Agency Platform.

While the Vertafore Agency Platform continues to redefine agency technology, Vertafore Sagitta Suite has been doing so for enterprise agencies for over 20 years. In parallel with the innovations for the Vertafore Agency Platform, Sagitta Suite continues making larger agencies more productive with its new ACORD eForms cloud technology.

This feature will reduce IT spend and save agencies time by quickly updating to the latest ACORD forms without requiring additional budget and resources required to upgrade to a new version of Sagitta. The cloud-based eForms solution delivers value by ensuring agencies are using the most current forms they need to connect and collaborate with carriers to provide insurance.

The next area of agency technology innovation is regarding Vertafore Producer Advantage, which was previously only available for the iOS devices, but is now available on Android devices. With more than 93 percent of smartphone adoption split between Android and iOS, this greatly expands the potential amount of producers that can better serve clients in the field. In addition to expanding its potential adoption, Vertafore Producer Advantage features several enhancements that boost producer productivity including:

  •     A new automated export feature that eliminates rekeying of data from Vertafore Producer Advantage to AMS360. This feature unique to insurance mobile applications, lets producers truly take advantage of being mobile without having to go back to the office to reenter data from their mobile application into the agency management system. The new integration not only helps producers be more productive, but also helps those that need access to that data back in the office.
  •     Integration with Vertafore Single Sign-On which creates a single login for producers to access all Vertafore Producer Advantage capabilities and data.
  •     Enhanced sales pipeline visibility and producer productivity through a new consolidated “sold/lost” view and an enhanced user interface make the application more intuitive no matter the device.

“These improvements stem from Vertafore’s significant investments in R&D companywide which total more than $50 million annually and are part of the company’s efforts to accelerate productivity so agencies can better service clients at the moment of need,” said Mark Craig, Senior Vice President of Product Management, Vertafore. “Our customers can expect to continue to benefit from these types of precise technology advancements that will make them smarter, more productive and better positioned for growth.”

About Vertafore
Vertafore enables insurance agencies and carriers to grow their business and provide exceptional customer service through proven technology. With the largest install base in the industry, Vertafore delivers an immediate competitive advantage across the insurance market with leading-edge innovation built on tomorrow’s advanced cloud, mobile, and information technology platforms. For more information about Vertafore, please visit

Kellen Davison, Vertafore
(425) 260-6561

© 2014 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) 260-6561
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