Vertafore Transforms User Experience for Customer Service Representatives with New Vertafore Agency Platform™

Share Article

Vertafore Agency Platform™ Demonstrates Product Innovation, Customer Growth, and Market Share

Vertafore®, the leading provider of software that transforms the business of insurance, today announced new product integrations and workflows in the Vertafore Agency Platform™. These innovations help create the industry’s most efficient and effective user experience. Vertafore Agency Platform now integrates with PL Rating and ReferenceConnect® and is the only offering on the market that combines solutions for benefits, comparative rating, document management, licensing and compliance, and reference capabilities in a single platform. This platform, coupled with a superior user experience, allows customer service representatives to complete their work from one screen using fewer clicks.

The new version of the Vertafore Agency Platform streamlines critical customer-facing processes, such as renewals, cancellations, and endorsements, in the My Agency Home dashboard. Rather than navigating across applications, servicing teams are now able to manage and monitor quotes on the home dashboard, reducing clicks and simplifying training. Agency staff will benefit from five new workflows including, commercial lines marketed renewal, direct bill non-payment cancellation, client initiated cancellation, and two endorsement workflows. These updates improve customer satisfaction, reduce the agency's E&O exposure, and decrease the amount of time needed to train a new CSR.

“We’ve always been an agency known for great customer service. It’s the reason new clients choose us, and why our current clients stay with us and recommend us to others. At the end of the day, businesses and individuals are looking for someone who can make their lives easier,” said Debbie Ivie, Chief Administrative Officer at ANBTX Insurance Services. “By taking advantage of the new integrations and workflows now available within My Agency Home, our focus has shifted from the tools to the customer. By having a system capable of seamless integration, our staff spends less time moving in and out of applications and has more time to deliver on our service promise.”

Today, 80% of agencies use cloud-based agency management systems to drive efficiencies across internal operations and improve customer service, according to the IIABA 2014 Agency Universe Study. More than half of the study’s respondents reported significant advancements in productivity through use of management systems and new technologies, while one-third realized cost savings using paperless communications. Serving 96 of the top 100 independent agencies, Vertafore leads the pack when it comes to driving product innovation and addressing customer needs. In fact, a November 2014 survey of Vertafore customers found that satisfaction with agency management system capabilities was ranked as one of the top three most important business priorities for achieving growth. Responding to survey findings, Vertafore invested $58 million on R&D to build on existing platform innovations and create the industry standard for agency management systems.

Since launching in March 2013, the Vertafore Agency Platform has been adopted by over 500 agencies and 12,500 users. Vertafore’s cloud-based solutions and infrastructure stores more than one-billion documents and helps integrate the insurance industry with over 105 million transactions between agents and carriers. It also facilitated 16 million licensing and compliance transactions in the last 12 months.

“The new Vertafore Agency Platform is the insurance industry’s most dramatic step forward in user experience in decades. It features advanced integration for an end-to-end solution that only Vertafore’s breadth and depth can provide,” said Greg Wright, Senior Vice President of Agency Management Systems at Vertafore. “Our 45-years of industry leadership has helped us zero in on agent needs and design comprehensive technology solutions to enable smarter working processes. As market conditions continue to evolve, our platform will advance to drive efficiencies for modern agents.”

As part of this roll out, Vertafore’s integration with DocuSign’s leading eSignature solution will also be available in the platform. To learn more about Vertafore’s integration with DocuSign®, register for a special webinar here.

Agencies looking to access the new version of the Vertafore Agency Platform can take the next step here. Customers will also see a full demo of the platform capabilities at NetVU15, taking place on March 26-28, 2015 in Indianapolis, IN. Registration is open now.

About Vertafore
Vertafore delivers cloud-based insurance software and services that transform the business of insurance. With the largest customer-base in the industry, more than 20,000 agencies and carriers leverage Vertafore’s insurance solutions that are built on today’s most advanced cloud, mobile, and information technology platforms. Only Vertafore offers the most complete portfolio of solutions for agencies and carriers to drive efficiencies and increase profitability – including agency management, rating and connectivity, content management and workflow, information solutions and producer lifecycle management. For more information about Vertafore, visit and follow the company on Twitter, Linkedin, and Facebook.

© 2015 Vertafore Inc. All rights reserved. Vertafore and other trademarks are trademarks of Vertafore and its subsidiaries. Third party trademarks belong to their respective owners.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Bailey Fox
Visit website