Vertafore Agency Platform™

Comprehensive Platform for the Modern Agency

From customer and policy management, to insurance licensing, reference materials, and real-time rating, no other software company offers this complete platform of proven technology designed to make the modern independent agency more profitable today and into the future.

• Increase Revenue: Acquire new customers and cross-sell existing customers. Quote and bind business faster. Sell more commercial lines. Round out accounts.

• Increase Profitability: Increase efficiencies so you sell and service more without increasing staff. Deliver outstanding service, while saving time on every transaction.

Vertafore Agency Platform™ The industry’s only complete platform that enables modern agencies to retain customers, maximize profitability, and successfully manage all lines of business.

• Retain Existing Customers: Provide exemplary service, reduce attrition, and become your clients’ trusted advisor with instant access to information, and reference materials that keep staff current with the industry and risks.

• Manage Your Business: Make data-driven decisions, track and forecast sales, manage licenses, and reduce E&O exposure.

• Any-where, Any-time Access: Provide your staff with secure access to all the information they need to be successful, anywhere, at any time.

The Future Looks Very BrightMove beyond yesterday’s environment of multiple, disconnected software products to a new, integrated way of managing your business: the Vertafore Agency Platform.

“Our goal was to make things simple, and to do that, we needed one, tightly integrated system that could do it all.”

Rob Macoviak, President, Oyer, Macoviak and Associates, Boynton, FL

Yesterday

Agencies had to buy many applications to get the capabilities their management system didn’t provide. This resulted in an IT headache: data, documents, and applications scattered across the infrastructure, with poor integration; and a management headache: wasted time, lower customer satisfaction, reduced revenue, and increased errors & omissions (E&O) risk. Unfortunately, for many agencies, this is still their reality.

The Bold Vision of Vertafore

Today

Vertafore Agency Platform brings together all these capabilities into a comprehensive solution. Log in to multiple products with a single sign-on, quickly access critical information through the new My Agency Home page, and use SmartFlows that guide you through end-to-end business processes.

Yesterday

Individual ProductsSeparate Systems with

Multiple LoginsIntegrated Products

Single Sign-OnSingle Platform

One Cohesive User Experience

Today Tomorrow

New customer

Quote policy

Bill customer

Pay commissions

Manage claims

Service customer

Renew policy

Tomorrow

For Platform customers, it keeps getting better. Users will log in for a personalized experience based on their role. Each user will seamlessly move from one capability to the next. Dashboards, customizable reports, and forecasting tools will help them make data-driven decisions.

A better way to run your agency

Many people in your agency interact with a customer, from the producer managing a lead, to the new customer receiving their policy and the agency recognizing revenue. Rather than having every stage in the customer relationship handled by different software applications, Vertafore envisioned a single application experience for managing your entire relationship with the customer.

VERTAFOR E AGENCY PL ATFORM 3

“Vertafore Agency Platform has helped our agency to more than double our annual revenue—without having to hire any additional staff.”

Cam Winterburn, Principal, Winterburn & Associates Insurance, LLC

Increase RevenueAcquire new customers and sell more to existing customers

• Increase personal lines closing ratio with real-time auto, home, and flood quotes.

• Increase sales of complex commercial lines with the industry’s most comprehensive reference tools, which include risk surveys, industry codes, and other key information to ensure that you ask the right questions on the first visit.

• Complete benefits plan information allows you to round accounts with voluntary coverages and cross-sell across lines of business.

Increase ProfitabilityIncrease efficiencies so you sell and service more without adding staff

Integrated technologies mean your systems do more of the work, allowing your agency to sell and service more without increasing staff. Your agency gains efficiencies and becomes more productive.

• Quote and bind policies without having to re-enter data.

• Access multiple carrier sites without having to enter credentials for every transaction.

• Sell and service faster with key information at your fingertips.

• Reduce training time for new staff with guided business processes.

• Empower customers to self-serve directly from your website, freeing agency staff to service other customers.

Retain CustomersBecome your clients’ trusted advisor

Customer Retention is one of the most important factors in enhancing an agency’s value, according to the IIAA (Independent Insurance Agents of America). It is far cheaper to keep a customer than gain a new one. If you continue to do what the average insurance agency does you will have average results.

Provide unexpected service and reduce attrition with:

• System alerts so you can proactively reach out to your customers.

• Mobile app that gives producers claim and policy information while in the field.

• User dashboards that provide immediate access to client information so CSRs can fully service customers on the first call.

“We see somewhere between 20-40% increased production out of folks. We’ve had someone out on medical leave and we haven’t missed a step with [the] Platform.”

Joyce SiglerVice President, Jones & Wenner

VERTAFOR E AGENCY PL ATFORM 5

Manage Your BusinessTools you need to successfully manage your business

• Track and forecast sales with dashboards that empower producers and managers to quickly evaluate their pipeline and performance.

• Reduce E&O exposure and help to defend against claims, if claims arise.

• Manage licenses to ensure producers are licensed and authorized to sell what they’ve quoted. Proper licensing means proper commissions and timely payments.

• Make data-driven decisions with dynamic, customizable reports and dashboards.

• Measure employee workload.

• Track and ensure payment of all earned commissions from carriers.

• Advanced accounting with no month-end processing, so your books are always in balance.

Any-where, Any-time AccessAllow employees and insureds to interact when, where, and how they want

Securely access information online. Hosted in the cloud, your systems and data are accessible by agency staff anywhere they have an internet connection.

Mobility for your entire staff:

• When outside the office: producers capture new leads, manage opportunities and service activities from a smartphone or tablet, resulting in increased productivity.

• Staff can work remotely: whether due to a disaster or customer needs, staff have secure access to the information they need to be successful, anywhere, at any time.

• 24/7 Self service for insureds: customers can edit and update information and policies, print certificates and/or ID cards, and submit claims, while having access to their policy information—all through your website.

VERTAFOR E AGENCY PL ATFORM 6

“With the Platform, I don’t have to pull canned reports, export them to Excel, and spend hours creating pivot tables to analyze the data.”

Sheryl DuguidOffice Manager, McCredie Insurance Agency

A Solution for Every AgencyWhether your agency offers personal lines, benefits, or deals with complex commercial policies, Vertafore Agency Platform has you covered, providing the solutions your agency, big or small, needs to thrive. There are three different Platform options designed to meet the needs of your agency:

Vertafore Agency Platform PL Provides the tools a personal lines focused agency needs for success.

Vertafore Agency Platform CL Includes everything in the PL solution plus Commercial Lines Downloads and the ReferenceConnect® Commercial Lines module.

Vertafore Agency Platform CL Plus Includes everything in the CL solution plus the power of intelligent workflows, best-in-class content management, business process reporting, and a secure portal for collaborating with clients.

With Vertafore Agency Platform you can focus on your business while we focus on the technology that runs your business. Take your agency to the next level—contact Vertafore today at 800.444.4813 or learn more at vertafore.com/platform.

Vertafore Agency Platform PL CL CL Plus

P&C Agency ManagementPowered by AMS360®• Accounting • Advanced reporting• Carrier connectivity• Customer management• Document management• Policy management• 24-Hour self-service

National Comparative RatingPowered by PL Rating• Real-time quoting for auto, home, and flood

Producer ToolsPowered by Vertafore Producer Advantage ™ and Pipeline Manager• Salesforce automation to manage prospects and

opportunities• Integrated reference materials• Access customer, policy, and claims info for better

service and sales

Agency LicensingPowered by AgencyEDGE ™• Expedited licensing to ensure agency is

authorized to sell

Carrier Downloads• Personal lines download• Direct bill downloads

Commercial Downloads• Policy detail download

Benefits Policy and Commission TrackingPowered by BenefitPoint®• Benefits customer and plan management• Producer commission tracking

Commercial Lines Reference LibraryPowered by ReferenceConnect®• Industry content from Rough Notes, IRMI, ISO,

and many others

Content Management and Best Practice Intelligent WorkflowsPowered by WorkSmart®

Client Collaboration• Secure client portal for collaborating with insured

11724 NE 195th Street | Bothell, Washington 98011 | 800.444.4813 | vertafore.com

© 2014 Vertafore, Inc. and its subsidiaries. All rights reserved. Trademarks contained herein are owned by Vertafore, Inc. This document is for informational purposes only. Vertafore makes no warranties, express or implied, with respect to the information provided here. Information and views expressed in this document may change without notice. The names of actual companies and products mentioned herein may be the trademarks of their respective owners. VAM.BR.VAP.1014