James J.
JJ
Small-Business (50 or fewer emp.)
"Effortlessly Connects Agents with Prospects"
5/5
What do you like best about PolicyVera?

I like that all the information is there right in front of me and I can quote it in a matter of minutes. As soon as a new quote comes in, and I'm selected as an insurance agent to quote it, I receive an email notification, allowing me to log in real quick and start the quote. Then, I can upload the quote quickly and seamlessly. The initial setup of PolicyVera was very easy. Review collected by and hosted on G2.com.

What do you dislike about PolicyVera?

I believe this thing is going to blow up so maybe there should be a tutorial video attached to it for all new users. Sometimes I don't see that it's a rental property instead of a primary home. If someone's new on there are they hear about it I feel like they're going to have a lot of users quickly and maybe at the top always keep it there so they can hit play to give them instructions on how to use the platform. Review collected by and hosted on G2.com.

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