Vertafore Launches New Agency Cloud & Mobile Technology

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Insurance software provider Vertafore unveiled its next step cloud and mobile innovations for its premier agency technologies – Vertafore Agency Platform, Sagitta Suite and Vertafore Producer Advantage. The product was announced at the 38th Network of Vertafore Users (NetVu)  Conference in Nashville.

The Vertafore Agency Platform continues to evolve into an integrated single application experience that agencies need to provide the anytime, anywhere service for clients. The newest improvements to the software include a consolidated dashboard that presents the data and information users need to efficiently and accurately make decisions and execute important tasks.

The new dashboard includes global search functionality that helps agencies service clients at the moment of need. This is accomplished by unifying all information an agency has stored in the Vertafore Agency Platform.

Vertafore’s Sagitta Suite has worked in parallel with the innovations for the Vertafore Agency Platform by incorporating its new ACORD eForms cloud technology.

This feature will reduce IT spend and save agencies time by quickly updating to the latest ACORD forms without requiring additional budget and resources required to upgrade to a new version of Sagitta. The cloud-based eForms product ensures agencies are using the most current forms they need to connect and collaborate with carriers to provide insurance.

The next area of agency technology Vertafore has launched is the Vertafore Producer Advantage, which was previously only available for the iOS devices, but is now available on Android devices. With more than 93 percent of smartphone adoption split between Android and iOS, this option expands the potential amount of producers that can better serve clients in the field. In addition to expanding its potential adoption, Vertafore Producer Advantage features several enhancements, including:

  • A new automated export feature that eliminates rekeying of data from Vertafore Producer Advantage to AMS360. This feature, unique to insurance mobile applications, lets producers be mobile without having to go back to the office to reenter data from their mobile application into the agency management system.
  • Integration with Vertafore Single Sign-On which creates a single login for producers to access all Vertafore Producer Advantage capabilities and data.
  • Enhanced sales pipeline visibility and producer productivity through a new consolidated “sold/lost” view and an enhanced user interface make the application more intuitive no matter the device.

“These improvements stem from Vertafore’s significant investments in R&D companywide which total more than $50 million annually and are part of the company’s efforts to accelerate productivity so agencies can better service clients at the moment of need,” said Mark Craig, Senior Vice President of Product Management, Vertafore.


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