bolt Insurance Agency Platform vs. Vertafore Agency Platform

I worked with a lady named Janine. She was very helpful to me and others I recommended to her. She was very patient in explaining things I didn't understand about my plan and repeated pricing where needed so I could get a better idea of what was going on. Other workers have been great too but I've mostly worked with Janine.

Incentivized

I am in IT, and on my end their support is pretty good. Tickets are answered within a few hours on average, sometimes quicker. Anytime we have major upgrades they are on standby to assist if need be. Their teams are also available with larger projects from planning to implementing.

Incentivized

• Documentation of products/features
• Support response time

Incentivized

• notes function does not automatically show user entering note
• need ability to search activities (I think this is coming soon)
• too many premium fields in policy data

Incentivized

Easy to use, no issues

Incentivized

Its very good. They have teams for each software product they offer. They have specific teams available for specific tasks such as data migrations, upgrades, etc. The employees they hire for their support teams are always knowledgeable about their products and are good to work with. They also speak clear english which is a plus when details matter and an incorrect or misunderstood word/phrase could cause issues.

Incentivized

We selected Vertafore Agency Platform after considering it's ability to provide detailed reports on everything from line of business to company comparison. We also visited another agency that was using Vertafore Agency Platform and received positive reviews from them.

Incentivized

• ROI is positive
• The price for the product keeps increasing

Incentivized