Vertafore Enhances Navigation Capabilities in Vertafore Agency Platform

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Customizable QuickNav™ simplifies business processes by guiding users through each step

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Vertafore, the leader in modern insurance technology, today announced new product enhancements to QuickNav in the latest release of Vertafore Agency Platform™. These innovations help make the industry’s most integrated and automated agency management system even more customizable for each individual user’s needs.

The latest release of Vertafore Agency Platform centers on new enhancements to QuickNav, an elegant workflow that guides customer service representatives (CSRs) through each step of a complex business process. The intuitive user interface surfaces required information, including forms and documents, enabling even inexperienced users to quickly and thoroughly complete their work. This release offers even more configuration capabilities to tailor QuickNavs to fit several department procedures, company differences, or unique agency processes.

Most management systems offer some sort of workflows, however the majority are simply electronic checklists, which don’t help the user through complex processes. A recent Hanover Research survey indicated that 76% of independent insurance agents say ease of use of their insurance software most positively impacts their job satisfaction. Vertafore Agency Platform 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 CSRs to complete their work from one screen using fewer clicks.

QuickNav was designed in collaboration with leading independent agencies to guide CSRs through even the most complex workflows, ensuring best practices are followed, reducing training time for new staff, and increasing efficiency. This latest update allows Vertafore Agency Platform users to configure multiple published instances, enable or disable templates, and add or change the order of steps so the entire experience is completely customized.

“Vertafore Agency Platform has helped our agency to more than double our annual revenue—without having to hire any additional staff,” said Cam Winterburn, principal, Winterburn & Associates Insurance, LLC.

Since last year, Vertafore Agency Platform has doubled the number of agencies and users who have adopted the system. From customer and policy management functionality, to licensing, ratings, and reference materials, Vertafore Agency Platform folds the modern agent toolkit into a single, cloud-hosted management system with anywhere, anytime access. The Vertafore Mobile App also provides secure mobile access to account policy, claim and billing information for users on the go.

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, the Vertafore logo, Vertafore Agency Platform, and QuickNav are trademarks of Vertafore. All rights reserved. All other trademarks are the property of their respective owners.

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Bailey Fox
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