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

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

Once they lock you in a contract, experience goes down hill fast. Pl rater, 5 mos ago kept giving errors, can't quote dwellg in CA, can't bridge, can't this and that and none of this was disclosed at sales. So busy agents endlessly calls into tech support to try and get software to work. You would manually need to copy paste infos in PL so where's the time savings and purpose of this purchase? Awaiting manager to return detailed email of a list of issues since day one. Yeah, can't wait to cut contract short. Wasted a lot of time.

When you have a strong product you don't need to lock people into fine print agreements they can't get out of. Additionally buyer beware that verbal agreements with your sales rep are not honored and not binding. Wish 0 stars was an option

Sold a product that doesn't work. We were sold the system and told all of our carriers subscribe to the rating service. During set up we found out only two of our carriers subscribe. We don't use the software at all. Waiting for contract to end so we can get out of it.