VertaforeReviews of vertafore.com

I was a new independent agent looking for an agency management system and rater. I signed up in December of 2022. They required a 12 month agreement which I did not realize. Their onboarding team for QQCatalyst could not get a spreadsheet of my prospects imported so I put them in manually (1000 clients), then they would not teach me how to us the program. They kept pushing me off to someone else, and instead of training me they kept apologizing. I was using PL Rater just fine. But after 4 months of not being trained to use QQ, I said I wanted out of the contract. I didn't pay for the QQ service that I didn't use. Then PL rater got cut off. After 2 more months they said they would not let me out of the contract and is now going to send me to collections. Vertafore is more interested in collecting on a 12month contract than helping you use their services, which are very expensive comparatively. It was a very unprofessional experience. Just go with another company that actually wants your business and don't sign any contracts.

Scam. Their sales staff scam people. I have email threads of legitimate lies They made false promises on what the system can do. I agreed on one price and hVe email communication confirming discounts and then somehow I owe $700 when I wasn’t supposed to be billed for 90 days

The product worked, but what I am unhappy about is that it costs $1500 for me to get a back up of my data, when I want to switch providers. There was nothing in the contract about the cost of getting my data. I know another company only charged $250 for a second copy and the first was free. So in other words they are charging me for my own data. What a rip off. I wouldn't use them or recommend them, just for this reason.

AMS 360 is by far the worst agency management system, I have worked in. I've worked in it more than once over the years and barely anything has changed. The amount of duplicate entry required to properly maintain records is atrocious. The certificate system is glitchy and missing key functions integral to how we conduct business. AMS360 is hugely overpriced and just buys up its competitors instead of doing the necessary updates to get it out of the 90s. There are cheaper and fare better out there. Keep looking.

If there was an award for worst customer service in the insurance industry, Vertafore by Sircon would be the winner! I have been a paying customer for a long time through a partner, and am unable to get connected with their support line, or find any support chat or email forms. When I went through the backdoor to their sales department, the level of communication I received back was horrible, and did not help me solve my problem. Really hoping they fire their head of customer support and hire someone with a sense of what good customer support looks like.

I use this company's PL Rating software for quoting insurance products. They recently changed their billing system and their new system generated a bill for something they claim I owed them from over 2 years previous that I never heard of. Without warning they shut down my access to the program and the system would not even tell me why I was locked out. As far as I am concerned this company robbed me. Their billing department was completely unhelpful and antagonistic. Beyond my experience with their billing, their product is awful. They frequently shut down the whole system for lengthy periods of time in the middle of workdays for maintenance. The vast majority of insurance companies don't even have their rates on the PL Rater. And the few that do don't show the requested coverages or correct rates. So, except for data management purposes, this product is completely worthless. Is there a way to give negative 5 stars?

I CALLED ABOUT MY RENEWAL PRICING AND SALES SNET ME TO BILLING. BILLING SAYS THEY CAN'T DO IT AND TRIED TO SEND ME BACK TO SALES. THEY CREATED A LOG FOR A CALL ON MY PRICING AND SERVICES I WANT AND NO ONE EVER CALLED BACK. THE PERSON WHO CREATED THE LOG IS NOT RESPONDING TO EMAILS. WORST CUSTOMER SERVICE EVER

Overall, PL Rating saves us a ton of time and data entry, I use it a ton and like it. My only major gripe is that the named insureds often import incorrectly from Hawksoft, it seems to have something to do with if both parties are named insureds or not, it'd be nice if you worked that out, but I get that it's an API issue also, so who knows who's at fault there. A more general idea for you: I'd like the ability to bridge in a quote, _even if the carrier is giving a decline result_, such that I can see the decline in their system. This would be especially useful with Safeco - if their system declines on the PL rating level and I end up needing to go with the CA FAIR plan, while working up a DIC quote, I have to go to into Safeco and build the DIC quote manually. If I had the ability to bridge in a quote for a rejection, I could then use their internal system to copy the quote to the DIC form without having to do the data entry again. The other option for you might be be to create a 2nd quote, similar to the one you do for Safeco's "2nd look" indication but for their DIC policy, if they're indicating a decline due to wildfire scoring. Nationwide and Pacific Specialty can sometimes give inconsistent or flat incorrect results from their PL rating indications, forcing me to go in and quote directly with them to verify if a property can be accepted - I have had at least a few cases where the indication on PL rating was that a location could not be insured, and then I placed it with that carrier! Nationwide specifically is quite guilty on this. On the other extreme, Pacific Specialty lets me bridge in just about anything - even things which they have no particular desire to insure without a DIC. It'd be really nice if Pacific Specialty returned their companies' Fireline rating for a property with their indications in the PL rating results, it's quite frustrating to bridge a quote in and go through 2 slow screens to get to their fireline rating, which, if over a 4 in our area, means it will be a DIC only offer. I'm speaking as an agent in Northern CA, where fires have been a major concern, so we're constantly facing properties that need a diligent search of the market to find coverage for.