Vetted Score
4.6
/ 5.0
Earns a strong score due to its extensive agency features, cloud reliability, and deep carrier integrations, making it a preferred choice for midsize insurance firms.
Key Features
Agency Management
Centralized dashboard to track clients, agencies, and commissions in real time.
Policy Administration
Create, renew, and modify insurance policies across multiple carriers with automated workflows.
Integrated CRM
Built‑in customer relationship tools for lead capture, communication tracking, and marketing automation.
Reporting & Analytics
Customizable reports and analytics to monitor performance, profitability, and compliance.
Cloud Collaboration
Secure, role‑based access allowing agents and staff to collaborate from any device.
Frequently Asked Questions
Yes, Vertafore offers a 30‑day free trial with full access to all core features.
The platform is web‑based and works on mobile browsers; dedicated iOS and Android apps are also provided for on‑the‑go access.
Enterprise plans provide custom pricing, unlimited users, and additional support services beyond the standard $99‑$299 per user tiers.
Featured Lists & Comparisons
Specifications
Pricing Model
Subscription-based pricing with tiered plans ranging from $99 to $299 per user per month, with volume discounts for larger agencies.
Supported Platforms
Web (Browser)WindowsmacOS