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Vertafore

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2,245 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

1426
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34
34

Vertafore Reviews

Review Filters
Profile Name
Star Rating
1426
628
123
34
34
Melissa S.
MS
Melissa S.
IT Manager at Phelan Insurance Agency
03/27/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Well-Organized, Integrates Seamlessly

I like that BenefitPoint is clearly organized and makes it easy to find information, which really helps when I am centralizing client and plan information. I also appreciate its integration with AMS360, which enhances my workflow.
MR
Matt R.
03/27/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Cumbersome Interface, Data Challenges Persist

We rely on BenefitPoint chiefly as a data store, particularly for rates, contributions, account data, and account demographic data.
Verified User in Insurance
AI
Verified User in Insurance
03/27/2026
Validated Reviewer
Verified Current User
Review source: G2 Gives Campaign
Incentivized Review

Benefit point is a solid system and very user friendly

How easy the system is to make updates to plans and products

About

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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