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Vertafore

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2,524 reviews
  • 24 profiles
  • 12 categories
Average star rating
4.3
#1 in 1 categories
Grid® leader
Serving customers since
1969
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Profile Name

Star Rating

1605
710
136
37
38

Vertafore Reviews

Review Filters
Profile Name
Star Rating
1605
710
136
37
38
Paul M.
PM
Paul M.
05/12/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Easy Integrations and Powerful Automation That Saves Time

Integration & Automation. Easy to integrate with multiple systems/services. Easy to automate workflows, marketing & servicing, saving us significant amounts of time and effort.
Sarah P.
SP
Sarah P.
05/12/2026
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Convenient and User-Friendly CRM

I really like the convenience of having everything in one place on AgencyZoom. It provides easy access to information and is a major time saver for me. Additionally, I found it easy to navigate from the first use.
Kim B.
KB
Kim B.
05/12/2026
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Streamlined Processes with Intuitive Setup, Needs Better Integration

I love the visibility of what my team is working on and the status. It's simple for others to jump in and help if someone is out unexpectedly. I also love the efficiency gained from having robust automations. AgencyZoom keeps our workflows streamlined and our outreach organized. It's very intuitive, making the setup easy. Additionally, our contact rates doubled when we switched from Ricochet.

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HQ Location:
Denver, CO

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What is Vertafore?

Vertafore is a leading technology provider for the insurance industry, offering cloud-based software solutions designed to streamline operations, enhance customer service, and improve overall efficiency. Their comprehensive suite of products includes agency management systems, compliance tools, and data analytics, catering to the needs of insurance agencies, brokers, and carriers. With a focus on innovation and user-friendly interfaces, Vertafore aims to empower insurance professionals to navigate the complexities of the industry effectively. For more information, visit their website at [vertafore.com](https://www.vertafore.com).

Details

Year Founded
1969