Vertafore Agency Platform Reviews and Ratings

Rating: 8.2 out of 10

Score

8.2 out of 10

Community insights

TrustRadius Insights for Vertafore Agency Platform are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Business Problems Solved

QQ by Vertafore has proven to be effective for insurance agents in keeping track of their customers, policies, and forms. Users appreciate the software's ability to serve its purpose well, although there have been some challenges when it comes to training new employees. The lack of support and training provided by the company has led to frustration among users. However, customer service has been helpful in assisting with fixing settings and problems remotely.

One of the standout features of QQ is its ease of use, accurate quoting capabilities, and industry experience. Insurance agents find that this software increases efficiency and organization in their jobs, allowing them to manage client data effectively and improve customer service. The reports generated by QQ can also be customized to focus on specific details, which aids in testing and measuring performance. Additionally, the online University offers prerecorded video walkthroughs for different tasks, making it easier for users to navigate through the software.

Despite some difficulties with training new employees, Vertafore's QQ remains a reliable choice for insurance agents due to its simplicity and effectiveness in managing customer data and enhancing accounting processes. The availability of IT support teams ensures that users receive assistance not only for day-to-day functions but also for future planning and upgrades. Overall, QQ by Vertafore addresses the needs of insurance agents by streamlining their workflows and providing valuable tools for efficient policy management.

Reviews

2 Reviews

Vertafore Platform ups and downs

Rating: 9 out of 10

Incentivized

December 19, 2023

Use Cases and Deployment Scope

Daily operations such as data maintenance/clean-up, download, reports, direct bill invoicing. The product addresses inconsistencies in data (via reporting tool) which can then be fixed. Reports are run monthly or more frequently to ensure information is accurate when upper management view production analysis.

Pros

searching for customers is easy
workflow is adjustable based upon agency's needs
several reporting options

Cons

notes function does not automatically show user entering note
need ability to search activities (I think this is coming soon)
too many premium fields in policy data

Likelihood to Recommend

It is user friendly. Vertafore needs to offer more free new user training - the videos are helpful but not as good as a real person.

Verified User

Administrator (11-50 employees)

Vetted Review

11 years of experience

Vertafore Agency Platform Review - Great Support

Rating: 8 out of 10

Incentivized

January 14, 2020

Use Cases and Deployment Scope

We use Vertafore for one department of the organization, and this department brings in roughly 50% of the total yearly revenue for the company. Vertafore's products assist the business unit in managing client data and allowing our agents to better serve the customer. On my end of things, in IT, Vertafore has support teams available for each product to assist in day-to-day function as well as upgrades and future planning.

Pros

Documentation of products/features
Support response time

Cons

Price (although thats not a concern for my role)
Website "knowledge base" is difficult to navigate

Likelihood to Recommend

I am in IT, and on my end their support is pretty good. Tickets are answered within a few hours on average, sometimes quicker. Anytime we have major upgrades they are on standby to assist if need be. Their teams are also available with larger projects from planning to implementing.

Verified User

Technician in Information Technology (1001-5000 employees)

Vetted Review

8 years of experience