Vertafore offers powerful content management and workflow systems to help agencies, brokerages, MGAs, carriers and reinsurers streamline operations, control operating costs and enhance productivity.

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For Agencies


Increase agency capacity with intelligent workflows

  • Customized, intelligent workflows for your business
  • Easily monitor accounts and distribute staff workloads evenly
  • Fast, efficient viewing of entire files—not just individual documents

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Service complex insurance transactions requiring multi-party collaboration

  • Easy to use, secure, cloud-based collaboration module for complex commercial lines business
  • Streamlined integration and simplicity with Vertafore agency management systems and WorkSmart
  • Real-time visibility into all communications and related documents within any given transaction with clients and carriers

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Document Storage and retrieval for any organization 

  • Easy conversion of paper documents to digital images 
  • More organized document storage and retrieval
  • Available as Web-based solution or enterprise application

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For Carriers and MGAs


Most advanced, insurance-focused solution on the market 

  • Powerful content management and enterprise workflow tools 
  • A 30-day 100% satisfaction guarantee 
  • Used by 475 companies world-wide 

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Document management with flexible route workflow

  • Out-of-the-box Flexible Route workflow for content management to easily drive process improvement
  • Backed by a 30-day 100% satisfaction guarantee and 24/7 support

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Vertafore® Unleash your potential.

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Call Vertafore at 1.800.444.4813.

Vertafore. Unleash your potential.

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