Vertafore Agency Platform
da Vertafore4.7 / 5 3 recensioni
Chi utilizza questo software?
Insurance agencies, carriers, MGAs and MGUs use Vertafore to grow their businesses, process claims for their customers, and ensure efficiency across operations.
Valutazioni medie3 recensioni
- Nel complesso 4.7 / 5
- Facilità d'uso 4.7 / 5
- Servizio clienti 4 / 5
- Caratteristiche 4.7 / 5
- Rapporto qualità-prezzo 4.7 / 5
Dettagli del prodotto
- Versione gratuita No
- Prova gratuita No
Cloud, SaaS, Web
Dettagli del fornitore
- Fondata nel 1969
Informazioni su Vertafore Agency Platform
Vertafore Agency Platform goes beyond traditional insurance agency management systems. From customer and policy management, to agency licensing, reference materials, and real-time rating, only Vertafore offers this comprehensive platform designed to make the modern agency more profitable today and into the future.
Caratteristiche di Vertafore Agency Platform
- Gestione contatti
- Gestione dei preventivi
- Gestione delle commissioni
- Gestione di documenti
- Gestione reclami
- Insurance Policy Management
- Life & Health
- Property & Casualty
- Valutazione del rischio assicurativo
Le recensioni più dettagliate su Vertafore Agency Platform
Data della recensione: 12/9/2019
Excellent Platform for Integration
Commenti: This has really increased productivity in the office. The reports can be adjusted to whatever you need to be testing and measuring to help focus on the details.
Vantaggi: I love how easily it integrates with my email and phone systems. When a client calls in, our phone system recognizes the phone number and pops up a new tab with the client information. It's SO nice!!
Inconvenienti: Sometimes getting through to customer service can be difficult, as we had some issues with pricing agreement.
Data della recensione: 9/11/2017
- Easy to create COI
- Easy to use
- Easy reports
- I would reccomened this platform to a friend to use
- sometimes it can be slow to load
- customer support is slow and sometimes difficult to reach
- training was just okay
Data della recensione: 24/1/2017
Commenti: Works well. Simple and easy to use. Easy to add agents and other users. Great for my accounting purposes.
Vantaggi: Policy tracking and reminders
Inconvenienti: Can be a little glitchy at times. Set something up to save it come back latter to use and it is gone.