Vertafore® and Microsoft Extend Technology Capabilities for Insurance Producers

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Leveraging Microsoft Dynamics CRM®, the Vertafore Agency SalesTrack™ Solution Brings Insurance Agents a Sales Management Tool to Drive Customers from Lead to Sale

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Vertafore®, the leader in modern insurance technology, today announced the launch of Vertafore Agency SalesTrack™, a customer relationship management (CRM) system built on Microsoft Dynamics CRM®. Customized for independent insurance agents, SalesTrack integrates with AMS 360® to centralize customer information and increase visibility into the key performance indicators (KPIs) impacting insurance sales. Vertafore and Microsoft have partnered to create this solution, giving agents a competitive advantage to improve win rates, shorten sales cycles, maximize deal profitability, and better align with the customer buying process.

CRM systems have become indispensable tools for sales and marketing teams, arming them with the ability to organize and automate processes that nurture the customer relationship. According to Forrester, on average, CRM systems increase close rates by 8-10% and boost cross selling by 10-20%, while extending campaign reach by 30-50%. CRM is particularly valuable to insurance agents, based on a recent survey by Aite research firm, which found that nearly half of agents cited marketing as the key driver of sales growth for both personal and commercial lines of insurance. With external forces causing disruption within the industry, a specialized CRM system like Vertafore Agency SalesTrack empowers agents to adapt to changing customer expectations and compete in an increasingly digitized sales funnel.

“Built on Dynamics CRM, Vertafore’s Agency SalesTrack solution addresses the key challenges insurance agents face today,” said Tom Feher, U.S. Financial Services Industry Director, Microsoft Corporation. “Working with the rich features and capabilities of Dynamics CRM, Vertafore’s SalesTrack Solution provides a 360 view of their production pipeline as well as the details needed to service clients. This increases agent productivity by eliminating duplicate data entry, enabling agents to not only meet their sales quota, but also provide exemplary service to their clients.”

Vertafore Agency SalesTrack streamlines and supports sales operations, providing the infrastructure agents need for ongoing account management from the prospect stage to conversion as a customer. The software seamlessly integrates with AMS360 OL to provide a 360-degree view into the entire customer journey, eliminating the need for duplicate data entry. These capabilities solve one of the biggest challenges associated with most CRM systems, as 70% of users report delays and mistakes caused by manually entering the same data into multiple applications. Vertafore Agency SalesTrack is highly customizable to meet the needs of producers as well as managers, with personalized dashboards to display individually tailored KPIs, open leads, and sales target progress, in addition to providing aggregate views of team and campaign performance.

“We evaluated the major software providers in the CRM space, and we are really excited to partner with Microsoft Dynamics," said Greg Wright, SVP, Agency and Carrier Solutions at Vertafore. “Together, we’re developing solutions for the independent insurance channel at incredible speed. The launch of Vertafore Agency SalesTrack helps independent agencies adapt and meet the evolving need of consumers and the insured so producers can focus on what they do best: selling insurance."

For more information on Vertafore Agency SalesTrack, see the product page here and join us for an executive webcast on February 24 by clicking here.

About Vertafore
Vertafore offers the broadest and most adaptable technology solutions to better prepare the insurance industry for digital disruption. The Vertafore product line is built on a platform, empowering customers and other solution providers to adapt and thrive as the market changes. Vertafore’s platform features fast innovation, partnerships with the best technology companies, and customizable solutions to help companies remain independent during a time of industry disruption. As the leader in modern insurance technology with the largest customer base in the industry, Vertafore connects every point of the distribution channel, from agencies and carriers to MGAs, MGUs, and state governments. For more information about Vertafore, visit, read the company’s blog, and follow the company on Twitter, LinkedIn, and Facebook.

© 2016 Vertafore Inc. All rights reserved. Vertafore and other trademarks are trademarks of Vertafore and its subsidiaries. Third party trademarks belong to their respective owners.

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Bailey Fox
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