Product Avatar Image

Vertafore

Show rating breakdown
2,844 reviews
  • 24 profiles
  • 12 categories
Average star rating
4.4
#1 in 1 categories
Grid® leader
Serving customers since
1969
Profile Filters

All Products & Services

Product Avatar Image
AMS360

968 reviews

AMS360 is agency management software that enables you to focus on the heart of your business - your customers. It streamlines accounting, automates manual processes, and enables seamless connections with carriers, so you can dedicate more time to your customers and prospects.

Product Avatar Image
QQCatalyst

671 reviews

QQCatalyst is an agency management system that provides operational, marketing, and sales pipeline management tools.

Product Avatar Image
PL Rating

514 reviews

Enhance your customer experience with real-time personal lines rates.

Product Avatar Image
AgencyZoom

222 reviews

Boost Sales + Increase Retention with AgencyZoom - the revolutionary sales management tool built especially for insurance agencies.

Product Avatar Image
BenefitPoint

147 reviews

BenefitPoint is a web-based benefits management system that helps HR professionals administer employee benefits.

Product Avatar Image
ImageRight

125 reviews

ImageRight helps align all of your resources for increased productivity. That means every employee knows exactly what they are supposed to do, when they are supposed to do it, and where the work sits within your insurance business.

Product Avatar Image
Sagitta

91 reviews

Streamline operations and power up profitability in your large agency or brokerage.

Product Avatar Image
WorkSmart

25 reviews

WorkSmart helps independent agencies that are busy with complex work to increase productivity with streamlined insurance workflows and secure document management.

Product Avatar Image
AIM

18 reviews

AIM centralizes your underwriting, accounting, and claims operations in order to be a more efficient and profitable insurance business. Designed to manage the full policy lifecycle, AIM helps increase your speed to market, while ensuring accuracy throughout the entire process.

Profile Name

Star Rating

1826
788
155
37
38

Vertafore Reviews

Review Filters
Profile Name
Star Rating
1826
788
155
37
38
Ryan N.
RN
Ryan N.
Benefits Analyst @ Lockton
08/12/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Useful Database for Clients, Plans, and Rate Information

My team finds it extremely useful to upload client data directly into the BenefitPoint database instead of having to keep everything in Excel spreadsheets. The ability to download that data later and transform it also helps us make more informed business decisions. I also really like the renewal and plan management functionality, which makes it easier to stay organized and manage those processes in one place.
Luke J.
LJ
Luke J.
Sales Leader | Management | Family Man | Adventure Seeker | Taco Bell Enthusiast
08/11/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

All Client Accounts in One Place—Powerful and Convenient

I love being able to view all of my client accounts in one system.
TF
Taylor F.
08/11/2026
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

BenefitPoint Streamlines Benefits Management with Strong Integrations

BenefitPoint provides a centralized platform for managing benefit plans, client information, and renewal activities, which helps streamline day-to-day operations and improves overall efficiency. The user interface is intuitive and easy to navigate, making it simple to access client data, track tasks, and generate reports without extensive training. One of the biggest strengths is its integration capabilities, which help reduce manual data entry and improve data consistency across systems. The platform performs reliably even when managing large volumes of client and plan information, allowing teams to work more efficiently during busy renewal periods. From a business perspective, BenefitPoint delivers strong value by helping standardize processes, improve data accuracy, and increase productivity, ultimately supporting a positive return on investment. The onboarding resources and customer support team are also responsive and knowledgeable, making it easier to resolve issues and adopt new functionality. Additionally, BenefitPoint continues to enhance its reporting, automation, and intelligence capabilities, providing users with better insights and helping identify opportunities to improve client service and operational effectiveness. Overall, it is a comprehensive benefits administration and CRM solution that supports both daily workflows and long-term business growth.

About

Contact

HQ Location:
Denver, CO

Social

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