Wer nutzt diese Software?
Insurance agencies, carriers, MGAs and MGUs use Vertafore to grow their businesses, process claims for their customers, and ensure efficiency across operations.
Durchschnittliche Bewertung5 Bewertungen
- Gesamt 4.6/5
- Benutzerfreundlichkeit 4.2/5
- Kundenservice 4/5
- Funktionen 4.6/5
- Preis-Leistungs-Verhältnis 4.8/5
- Kostenlose Version Nein
- Gratis Testen Nein
Cloud, SaaS, Web
Support während der Geschäftszeiten
Angaben zum Hersteller
- Gegründet 1969
Über Vertafore Agency Platform
Vertafore Agency Platform goes beyond traditional insurance agency management systems. From customer and policy management, to agency licensing, reference materials, and real-time rating, only Vertafore offers this comprehensive platform designed to make the modern agency more profitable today and into the future.
Vertafore Agency Platform Funktionen
- Leben & Gesundheit
- Schaden- und Unfallversicherung
- Verwaltung von Versicherungspolicen
Die hilfreichsten Reviews für Vertafore Agency Platform
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 9.12.2019
Kommentare: Overall it is good. The customer service is great and they go out of their way to answer your question and to make sure you use the platform to your advantage. The online University is also helpful, it includes prerecorded video walkthroughs for different tasks. I used that quite a bit.
Vorteile: If you input the data right, I like how quick/easy it to generate forms in the future for projects or for requests from the customer.
Nachteile: Learning how to use the software for the first time. It took me a good 3-4 months before I really started to understand how to correctly use it.
Bewertet am 3.12.2019
User Friendly and Efficient
Kommentare: This makes my job more efficient and organized. It's a great tool to have.
Vorteile: I like that it keeps all of my due dates in order and is very user friendly. It helps keep me on track to make sure our agents are compliant.
Nachteile: There's not a lot I can say that I don't like. I wish I could use it for other functions of my job. It's beneficial to have this program.
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.