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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PolicyIssuance

1 review

Vertafore PolicyIssuance (VPI) enables you to turn policies in hours instead of days. With VPI, data from your insurance management system is populated into carrier form sets, allowing you to drastically reduce policy issuance time while maintaining accuracy.

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Book Roll Analytics

1 review

With Book Roll Analytics, carriers can digitally request an agency’s book of business, without disrupting agency operations. Whether you’re focused on growing personal or commercial lines, Book Roll Analytics simplifies the process of evaluating new business.

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Sircon Compensation

1 review

A powerful and flexible solution that makes it easy for large distributors (MGA, FMO, IMO, and Brokers) to administer revenue and provide rich commission and incentive programs.

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Sircon Onboarding and Compliance

0 reviews

Sircon Onboarding and Compliance easily modernizes an insurers administration of producers. Automate the onboarding of new producers with digital processing that ensures regulatory compliance. Complete self-service automation of additional appointments, renewals, and terminations

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Finance Pro

0 reviews

FinancePro provides all the tools needed to effectively run your premium finance company. With FinancePro, you can produce quotes faster, manage loans more effectively, and remain compliant, while providing a better customer experience.

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PolicyRater

0 reviews

PolicyRater quickly provides ISO®-based rates for commercial lines policies, allowing you to increase efficiency and shorten time to market.

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Keal

0 reviews

Keal delivers custom-made, reliable and functional solutions that meet the needs of Canadian brokers in a personalized and respectful business environment.

Profile Name

Star Rating

2114
948
183
44
44

Vertafore Reviews

Review Filters
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