Vertafore Agency Platform Bewertungen
von Vertafore4.7 / 5 3 Bewertungen
Bewertet am 12.9.2019
Excellent Platform for Integration
Kommentare: This has really increased productivity in the office. The reports can be adjusted to whatever you need to be testing and measuring to help focus on the details.
Vorteile: I love how easily it integrates with my email and phone systems. When a client calls in, our phone system recognizes the phone number and pops up a new tab with the client information. It's SO nice!!
Nachteile: Sometimes getting through to customer service can be difficult, as we had some issues with pricing agreement.
Bewertet am 9.11.2017
- Easy to create COI
- Easy to use
- Easy reports
- I would reccomened this platform to a friend to use
- sometimes it can be slow to load
- customer support is slow and sometimes difficult to reach
- training was just okay
Bewertet am 24.1.2017
Kommentare: Works well. Simple and easy to use. Easy to add agents and other users. Great for my accounting purposes.
Vorteile: Policy tracking and reminders
Nachteile: Can be a little glitchy at times. Set something up to save it come back latter to use and it is gone.