Point of Contact: Doug Mohr, VP Industry Relations & Partnerships
Available Services: Technology for the Independent Agent that include Agency Management Systems, Rating and Carrier Connectivity solutions, Content Management & Workflow solutions, Credentialing & Compliance, Data & Analytics solutions and an Insurance Knowledge Base

Technology for the independent agent that includes agency management systems, rating and carrier connectivity solutions, content management & workflow solutions, credentialing & compliance, data & analytics solutions and an insurance knowledge base.

Vertafore offers a number of different solutions that provide value to independent insurance agency owners. We have over 20,000 users that log in to one of our agency management systems (AMS360, QQCatalyst, Sagitta, AIM, and BenefitPoint). In addition to our agency management systems, our industry-leading data and analytics solution, RiskMatch, allows agency owners to benchmark their book of business against over $130 B in premium that is on the platform. Our content management and workflow solution, ImageRight/WorkSmart, is used by some of the largest brokers in the US to gain insights into their current workflows and identify bottlenecks in their processes, enabling their sales and servicing teams to be more productive. Our personal lines comparative rating solution, PL Rating, provides real-time connectivity to over 300 carriers to reduce the time it takes to quote and bind personal auto, home, flood, and package policies. And our reference content library, ReferenceConnect, provides insight into the lines of business a producer or CSR writes, keeping them up to speed on the latest regulations and coverages to help minimize E&O risk. Lastly, our licensing and compliance solution, Sircon, enables agency owners and principals to ensure that their producers are licensed and meeting the necessary regulations for each state in which they’re appointed and for each carrier they write with.