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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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Profile Name

Star Rating

1575
699
134
37
38

Vertafore Reviews

Review Filters
Profile Name
Star Rating
1575
699
134
37
38
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.
Camy B.
CB
Camy B.
Insurance Agent at JD Chapman Agency Inc
04/17/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Very Easy to Use and a Huge Time-Saver

Very easy to use and saves alot of time. Information dumps into alot of companies
Bria L.
BL
Bria L.
PERSONAL LINES ACCOUNT MANAGER at BWO Insurance
04/17/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Efficient Multi-Carrier Quote Comparisons

I quote many times a day as an Insurance Agent, and I like that PL Rating quotes in several carriers all at once, which is exactly what I need. I also appreciate how quickly it rates them all, making the process efficient for me. The initial setup of PL Rating was easy 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