Heather G.

People Leader

Enterprise (> 1000 emp.)

1/27/2025

"Strategic customization mixed with easy user interface"

5/5

What do you like best about ImageRight?

What I like best about the system is its speed and efficiency, which makes task tracking easy. The navigational tools are user-friendly and intuitive, and there's a comprehensive help guide for support. This has enabled my team to manage tasks, reprioritize them based on business needs, route them appropriately, and take action. As a result, we've maintained strong relationships and transparency in our workflow and business volume, capturing valuable insights into our partners' needs and focusing our efforts on important tasks with custom priorities. Review collected by and hosted on G2.com.

What do you dislike about ImageRight?

What I dislike about the system is that it does not allow for self-service password resets. I also dislike the inability to track history, flag email responses, and have them automatically archive back into the appropriate files. Although we haven't fully upgraded yet, I can only speak to the current version. However, I believe that my requests and current challenges will be addressed once we upgrade. Review collected by and hosted on G2.com.

What problems is ImageRight solving and how is that benefiting you?

ImageRight is solving several problems by creating a centralized resource where multiple users can view documents for their business needs. It protects users from accessing private information that isn't applicable to them and allows other areas to manage the work driving the documents and details in the files. This centralization helps us concentrate our tasks and needs into one area, where we can identify trends, allocate resources to handle volume, and manage manual intervention tasks that require a human touch after automation has done its part. This benefits us by enabling better business management. Review collected by and hosted on G2.com.

ImageRight Reviews & Product Details

ImageRight® is insurance workflow software, claims software, and enterprise content management all in one, created by insurance professionals. ImageRight helps carriers and managing general agents (MGAs) streamline workflows so they can focus on and prioritize the work and tasks that matters most. With its modern UI, standardized processes, and intelligent workflows, ImageRight boosts efficiency and keeps files organized. Key use cases for ImageRight include managing insurance claims, facilitating communication between departments, and organizing documentation. The software automates routine tasks, significantly reducing the need for repetitive data entry and minimizing the risk of errors. By standardizing workflows, ImageRight helps organizations implement best practices and ensure compliance with industry regulations. This not only enhances the quality of service provided to clients but also allows insurance professionals to focus on more strategic initiatives. ImageRight features include: • Efficient task tracking. Get the right work to the right person at the right time, and see real-time updates on progress. • Process automation. Cut out duplicate data entry and repetitive, manual tasks. Put your team to work on more strategic tasks. • Real-time insights. See how work is moving and where it’s getting stuck. Understand who is finishing tasks and who needs support. • Modern user interface. Stay on top of workflows with a simple interface. Help your team tackle tasks without much training. • Cloud support. Access ImageRight anywhere, anytime, and trust that security and compliance are always up-to-date. • Best practices. Analyze your work in real time and build custom workflows based on industry best practices. ImageRight gives users tools to organize and markup documents so it fits any MGA or carrier system to cut clicks, save time, and bring out the best work. The vast majority of users agree: ImageRight allows them to get more done and helps them to be more organized. ImageRight is part of Vertafore’s comprehensive suite of solutions for MGAs and carriers. It is designed to integrate with the tools MGAs and carriers rely on across their business. With access to hundreds of APIs, MGAs and carriers are in control to use ImageRight with Vertafore solutions, in-house applications, and third-party tools.

Product Website

Seller

Vertafore

Product Description

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.

Overview by

Vertafore Marketing

Value at a Glance

Averages based on real user reviews.

Time to Implement

2 months

View More Pricing Information

ImageRight Integrations

(6)

Verified by ImageRight

ImageRight Media

ImageRight’s file-based document management matches how work is organized in claims, underwriting, and distribution.

See tasks to complete and start your workflow right from the login page.

View the main metrics of your staff’s performance, and dive into the details of KPIs.

See where your work is moving well and where it’s getting stuck.

See trends in completed tasks over time, and get future projections to plan ahead.

Keep organized and find documents easily to send and manage documents from within ImageRight.

Official Downloads

(2)

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ImageRight Reviews (111)

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Verified User in Insurance

Mid-Market (51-1000 emp.)

10/31/2025

"ImageRight 7.0.1 review"

3.5/5

What do you like best about ImageRight?

Workflows are very flexible but can be very complicated to maintain once created. Review collected by and hosted on G2.com.

What do you dislike about ImageRight?

Support used to be very fast and all the tech knowledgeable. After the acquisition, support has been much slower to respond. Review collected by and hosted on G2.com.

What problems is ImageRight solving and how is that benefiting you?

We use ImageRight for Insurance claim management.

Workflows can be created to make sure Claims are updated and managed appropriately and managers can track progress.

The reporting tool is extra and should probably be included as part of the product like other products on the market now.

Permissions can be granular so that other departments can be given access to only parts of the claim file that they need access to based on their job/role.

I wish that they had started working on the web interface earlier and it had all the features that the thick desktop client had.

It has slowly gained ground on the desktop client we may be able to switch most of our staff to the web client at the next upgrade based on recent demos. Review collected by and hosted on G2.com.

Verified User in Insurance

Mid-Market (51-1000 emp.)

4/3/2024

"ImageRight"

4/5

What do you like best about ImageRight?

Since we've moved to IR online, its been great. It seems more robust and we have fewer issues with our day-to-day operations. While we did have a few hurdles during the migration, the team was able to get us where we needed to be. Our account rep is always very helpful when we need him to step in. We also like the SSO feature that has allowed us to integrate with out M365, which makes it much easier for the end users. Review collected by and hosted on G2.com.

What do you dislike about ImageRight?

We have had issues with the email receiver since moving to IR online. Mostly with being able to see it in the EMC. The support team, while good once you get someone on the case, can be a bit tedious before someone reaches out. Review collected by and hosted on G2.com.

J G.

10/30/2025

"Efficient Document Storage with Room for a Fresh Look"

4.5/5

What do you like best about ImageRight?

I appreciate ImageRight for its efficiency in document storage, essentially transforming my digital experience into one that mirrors a well-organized file cabinet. The setup process, although initially tedious, leads to an easy-to-navigate system that significantly streamlines my daily workflow. I'm particularly fond of the feature that allows me to create specific folders for different documents, which aids in better organization and quick retrieval. The ability to email documents directly from ImageRight is incredibly convenient, saving me time and effort. Furthermore, the toolbar's design is user-friendly, being easy to read and enhancing my interaction with the software. ImageRight has proven to be a reliable program over the years, consistently meeting my document storage needs efficiently. Review collected by and hosted on G2.com.

What do you dislike about ImageRight?

I dislike the outdated interface design of ImageRight, which feels a little dated. Review collected by and hosted on G2.com.

Brendan M.

Senior Systems Analyst

Mid-Market (51-1000 emp.)

7/9/2025

"Reliable and Stable"

3.5/5

What do you like best about ImageRight?

We have used Imageright for over 10 years. Our user base has enjoyed the feature available, although we only use the desktop client as the web client does not support all the functionalities of the desktop software yet. The system is stable and supports our large number of documents (over 60TB). As the desktop interface doesn't change between releases, the transition after upgrades is very easy. Review collected by and hosted on G2.com.

What do you dislike about ImageRight?

Lack of Text Search feature. Lack of Guidewire specific integration. Licenses are expensive. Review collected by and hosted on G2.com.

What problems is ImageRight solving and how is that benefiting you?

We use Imageright as our primary document managements application in the company. We have developed integrations through the Web APIs used by our Guidewire Claim Center and Policy Center applications. The business enjoys having the defined drawer for business unit to help them properly store and classify documentation. Review collected by and hosted on G2.com.

Response from Nate McKissick of ImageRight

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Thank you for letting us know what you think about ImageRight, Brendan. We understand the importance of a comprehensive search feature. We value your opinion and strive to improve based on your suggestions.

Piyush M.

Consultant

Mid-Market (51-1000 emp.)

11/12/2025

"Claim settlement time got faster now"

5/5

What do you like best about ImageRight?

Best thing is it helps to reduce claim settlement time and also systematic storage of customer data Review collected by and hosted on G2.com.

What do you dislike about ImageRight?

One drawback is it sometimes becomes very slow especially with low wifi speeds. User interface may be improved Review collected by and hosted on G2.com.

Piyush K.

SENIOR TAX MANAGER

Mid-Market (51-1000 emp.)

11/7/2025

"Best software related to insurance work chart and claim setttlement"

4.5/5

What do you like best about ImageRight?

It saves time for discovering documents at claim settlement times and also made in order things require for insurance agents commission settlement calculations. Review collected by and hosted on G2.com.

What do you dislike about ImageRight?

User interface along with some complex feature Review collected by and hosted on G2.com.

Daniel D.

Accountant

Mid-Market (51-1000 emp.)

5/14/2025

"ImageRight hand-in-hand with AMS360"

4/5

What do you like best about ImageRight?

We have enjoyed the file-tree structure in ImageRight which seems to be fairly customizable. I like that it's more organized than attaching files to an Activity which just gets thrown into a chronological list. Review collected by and hosted on G2.com.

What do you dislike about ImageRight?

I've had issues with editing & saving documents that are already in ImageRight, such as adding pages or comments to the existing document. Another downside that we haven't overcome, yet, is the lacking consistency of file-trees between different employees within the agency. Review collected by and hosted on G2.com.

Response from Nate McKissick of ImageRight

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Thank you for taking the time to share your experience with ImageRight, Daniel! We value your opinion and appreciate you taking the time to share your experience.

Verified User in Insurance

Mid-Market (51-1000 emp.)

7/10/2025

"Great Platform"

5/5

What do you like best about ImageRight?

The onboarding process was relatively simple to understand how to use it as a user. Review collected by and hosted on G2.com.

What do you dislike about ImageRight?

At times, it can load very slowly which is frustrating. Review collected by and hosted on G2.com.

Response from Nate McKissick of ImageRight

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We're delighted that ImageRight has met your expectations. Your satisfaction is our top priority. We appreciate your review and look forward to continuing our partnership.

Dorene S.

AVP, Broker

Small-Business (50 or fewer emp.)

4/17/2025

"Lots of potential and capabilities, but lack of quick assistance and changes difficult to make."

3/5

What do you like best about ImageRight?

Many of the uses are simple with the drag and drop and you can send/email from the program. Review collected by and hosted on G2.com.

What do you dislike about ImageRight?

The menu bar is not easy for new users to navigate, and the icons your can add are difficult to see that many become useless. The link with AIM isn't very clear either. There are fields in AIM that we want to make available in IR now, but it seems to be a big process to make it happen. There should be a simple option to link over AIM fields over to IR. Review collected by and hosted on G2.com.

kdblocher .

Chief Operating Officer

Small-Business (50 or fewer emp.)

7/10/2025

"Cornerstone of our workflow"

5/5

What do you like best about ImageRight?

We enjoy the ease of moving documents around, retitling them, annotating and packaging emails with documents housed in ImageRight. Review collected by and hosted on G2.com.

What do you dislike about ImageRight?

The reporting functions of ImageRight (to grade throughput of employees, timing, etc.) could be stronger. Review collected by and hosted on G2.com.

Response from Nate McKissick of ImageRight

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Thank you for your review of ImageRight. It's our goal to provide an exceptional use experience, so we're glad to hear you find it easy to use. We value your opinion and appreciate you taking the time to share your experience!