Vetted Score
4.6
/ 5.0
Scored 4.6/5 for its deep insurance‑specific features, robust automation, and strong industry support.
Key Features
Policy Lifecycle Management
Create, edit, and track insurance policies from quote to renewal with automated workflows.
Commission & Accounting Automation
Real‑time commission calculations, payment processing, and integration with major accounting systems.
Client Portal & CRM
Secure client portal for self‑service and a built‑in CRM to nurture leads and retain customers.
Frequently Asked Questions
Yes, Vertafore offers a 30‑day free trial; there is no permanent freemium tier.
The platform runs in any modern browser (Chrome, Edge, Firefox, Safari) and has native apps for Windows, macOS, iOS, and Android.
Enterprise plans are custom‑priced based on user count and required integrations, allowing discounts for large deployments.
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Specifications
Pricing Model
Subscription‑based with tiered plans from $99 to $299 per user per month; custom enterprise pricing available.
Supported Platforms
Web (Browser)Windows 10/11macOSiOSAndroid