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Vertafore

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2,481 reviews
  • 24 profiles
  • 12 categories
Average star rating
4.3
#1 in 1 categories
Grid® leader
Serving customers since
1969
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AIM

17 reviews

AIM centralizes your underwriting, accounting, and claims operations in order to be a more efficient and profitable insurance business. Designed to manage the full policy lifecycle, AIM helps increase your speed to market, while ensuring accuracy throughout the entire process.

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Sircon for Individuals

14 reviews

Allows insurance companies to conduct business with state insurance regulatory departments.

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ReferenceConnect

10 reviews

ReferenceConnect helps you grow your business by giving you information from over 40 trusted insurance sources. With ReferenceConnect, you can enhance your customer service and garner the trust of your prospects.

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RiskMatch

6 reviews

RiskMatch is an insurance intelligence solution that provides agencies and brokerages with the data-driven insights they need to grow their business and stay competitive in an increasingly complex industry. With RiskMatch, agencies and brokerages get access to the most comprehensive data available today about their customers, the market, and the entire insurance distribution channel.

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MGA Systems

5 reviews

Fully customizable management system for MGAs focused on speed to market. The solutions of MGA Systems are specifically tailored to the requirements of each business. With the availability of full customization, it’s the purpose-built service for MGAs requiring an agile development for highly unique or constantly evolving needs. It’s trailblazing technology for MGAs at the leading edge of insurance.

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Commercial Submissions

3 reviews

Make your submissions fast, easy and collaborative. Quote and bind in minutes directly from your management system. Commercial Submissions serves any size of client and enables live collaboration between clients, agents, and carriers for a better experience. Save hours per submission.

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Surefyre

3 reviews

Surefyre CRM is built from the ground up for insurance. Agencies using Surefyre spend more time focusing on what matters, closing deals and keeping customers happy.

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Sircon Producer Central

2 reviews

With thousands of producers that are changing all the time, how can you make sure you always have the latest data on hand without spending lots of time doing it? Producer Central is a single-source of truth, serving your organization for all agent and agency data, and keeping it up to date and accurate.

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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.

Profile Name

Star Rating

1574
699
133
37
38

Vertafore Reviews

Review Filters
Profile Name
Star Rating
1574
699
133
37
38
MK
Michael K.
04/19/2026
Validated Reviewer
Review source: Organic

Centralized CRM with Room for Improvement

I like that AgencyZoom acts as a centralized platform where we can consolidate many technology features, making it easier for our team. It helps us avoid having to learn and master multiple different tools, allowing everyone to focus within one system. I also find it very helpful to make phone calls with just a click of a button and to send and receive text messages that automatically sync across our CRM without needing extra notes. The ability and flexibility to customize the system to shape the customer experience is a huge factor for us. I'm also pleased about the prospects of AgencyZoom getting better with its open API platform, which lets us integrate several tools, and we're constantly improving it over time. Integrations with other tools like AMS 360 and PL rating add to the benefits, which I find valuable.
Santos P.
SP
Santos P.
04/17/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller

User-Friendly Platform That Delivers Results

The user friendly platform. I like how it integrates with my AMS and CRM.
RJ M.
RM
RJ M.
04/17/2026
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Powerful CRM for Small Insurance Teams

I like that the automations in AgencyZoom are very powerful. They offer a lot of different basic options that, if used the right way, can address complex situations for different leads or customer cases. This is especially helpful because reaching out to hundreds of customers or potential customers throughout the day can be challenging while also attending to other tasks. The automations allow us to continue outreach in the background, which is a huge help if we don’t have a full staff available on certain days.

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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