Vertafore

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3,333 reviews
  • 25 profiles
  • 13 categories
Average star rating
4.4
#1 in 1 categories
Grid® leader
Serving customers since
1969
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AMS360

1,182 reviews

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226 reviews

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

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ImageRight

128 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.

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Sagitta

91 reviews

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

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WorkSmart

25 reviews

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

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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.

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Vertafore Reviews

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Profile Name
Star Rating
2114
948
183
44
44
Verified User in Insurance
AI
Verified User in Insurance
Small-Business (50 or fewer emp.)
11/10/2026
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Seamless Lead Tracking and Integrations Across Platforms

I love that it tracks my leads and integrates with my other platforms.
Goran L.
GL
Goran L.
Insurance SpecialistEnterprise (> 1000 emp.)
11/06/2026
Validated Reviewer
Review source: Organic

A Useful Tool for Streamlining Insurance Quoting

I like that AMS360 brings many important insurance-related tasks together in one system. It supports everything from managing customer information to handling policies and everyday transactions, which helps keep my work organized. In my experience using AMS360, it’s a valuable tool for managing day-to-day insurance operations and keeping routine processes in one place.
KC
Kathy C.
Small-Business (50 or fewer emp.)
11/04/2026
Validated Reviewer
Review source: G2 Gives Campaign
Incentivized Review

Efficient Document Management with Workflow Bliss

I like work smarts ease of use and the auto file functions. It’s nice that our communications are automatically files, which saves us a lot of time

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HQ Location:
Denver, CO

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What is Vertafore?

Vertafore powers Distribution Velocity, accelerating every part of the insurance value chain within and across agencies, MGAs, and carriers so they can adapt faster and grow smarter. As the trusted backbone of the industry, Vertafore provides the core digital systems, specialized AI, and data-driven foundation to eliminate distribution drag across sales, servicing, accounting, underwriting, and back-office operations, taking insurance workflows from friction to flow. Supporting over 95% of the top agencies and insurers and 50% of industry compliance transactions, Vertafore leads at the intersection of innovation and trust, giving customers the speed, performance power, and confidence to transform and grow at scale in the new era. For more information, visit their website at [vertafore.com](https://www.vertafore.com).

Details

Year Founded
1969