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Vertafore

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2,483 reviews
  • 24 profiles
  • 12 categories
Average star rating
4.3
#1 in 1 categories
Grid® leader
Serving customers since
1969
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Star Rating

1575
699
134
37
38

Vertafore Reviews

Review Filters
Profile Name
Star Rating
1575
699
134
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.
MK
Michael K.
04/19/2026
Validated Reviewer
Review source: Organic

Efficient but Limited by Carrier Availability

I like that PL Rating is pretty simple and straightforward in a consolidated way, allowing us to do as many quotes as possible with as many carriers as possible. It really helps with time efficiency by reducing the amount of manual data entry, enabling us to quickly and efficiently quote as many companies as possible.
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.

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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