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Vertafore

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3,030 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

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Profile Name
Star Rating
1938
850
165
39
38
Verified User in Insurance
UI
Verified User in Insurance
09/24/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Could be more than what it is

Easy to view client data and ability to track financial data.
Verified User
G
Verified User
09/24/2026
Validated Reviewer
Review source: G2 invite on behalf of seller

Flexible CRM Tool with Excellent Support

I find QQCatalyst fairly customizable, which is helpful for tailoring the system to my needs. It simplifies my work life by handling processes behind the scenes, taking manual work off my plate. The platform is also very helpful in sharing information and data between different insurance carriers without the need for constant manual updates. Additionally, the texting feature saves me significant time by reducing the need to email or call customers constantly. The initial setup was pretty easy, and I find the support staff to be very responsive and effective, making it one of my top features as they assist quickly via call or chat and can remotely assist if needed.
Vivian L.
VL
Vivian L.
09/24/2026
Validated Reviewer
Review source: G2 invite on behalf of seller

Agency Management Simplified with Ease

I really like that QQCatalyst allows me to get rid of file cabinets, which is a big plus. Also, the setup was very easy, which was great. Overall, pretty much everything about QQCatalyst works well for me.

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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