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Vertafore

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2,771 reviews
  • 24 profiles
  • 12 categories
Average star rating
4.4
#1 in 1 categories
Grid® leader
Serving customers since
1969
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Vertafore Reviews

Review Filters
Profile Name
Star Rating
1783
772
147
37
38
Verified User in Consulting
CC
Verified User in Consulting
07/16/2026
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

BenefitPoint Makes Client Benefits Data Easy to Manage, Track, and Report

BenefitPoint makes it easy to manage, track, and report on client benefits data.
Verified User in Insurance
UI
Verified User in Insurance
07/16/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Easy to Use, Great for Training, and a Big Plus with Text Messaging

I really like how easy it is to use. It’s very user-friendly, especially when training new people. The text message feature is also great and has been a big plus for us.
Grant R.
GR
Grant R.
07/16/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Smart, Real-Time Policy Info

I like how smart the system is! The customers' policy info downloads automatically every policy term and we can go in and see what coverages they have without having to go to the carrier website every single time! 2 factor authentication and constant password changes have made that a very long process. When I'm on the phone with the customer, I can't wait 20 minutes to change my password or receive an email - enter code - now you're verified - proceed to re-logging in. Takes too long. It's nice to be able to provide them with accurate information about their policies in real-time with no delay.

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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