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Vertafore

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2,829 reviews
  • 24 profiles
  • 12 categories
Average star rating
4.4
#1 in 1 categories
Grid® leader
Serving customers since
1969
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1817
783
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39

Vertafore Reviews

Review Filters
Profile Name
Star Rating
1817
783
153
37
39
Verified User in Insurance
AI
Verified User in Insurance
07/22/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller

Easy PDF Attachments Make Sharing Documents Simple

I like the ease of attaching pdf documents.
Verified User in Insurance
AI
Verified User in Insurance
07/22/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Great Activity Tracking That Keeps Us on Top of Things!

The ability to track "activities". I like that.
Cassandra A.
CA
Cassandra A.
Licensed Health Insurance Agent | Specializing in Individual & Small Group Plans | Oregon Marketplace Expert
07/21/2026
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Benefits Experience as a Broker

That it was connected to AMS, but it didn't have most of the fields needed for an insurance brokerage.

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