Vertafore Agency Platform Reviews & Insights

QQ by Vertafore has proven to be effective for insurance agents in keeping track of their customers, policies, and forms. Users appreciate the software's ability to serve its purpose well, although there have been some challenges when it comes to training new employees. The lack of support and training provided by the company has led to frustration among users. However, customer service has been helpful in assisting with fixing settings and problems remotely.

One of the standout features of QQ is its ease of use, accurate quoting capabilities, and industry experience. Insurance agents find that this software increases efficiency and organization in their jobs, allowing them to manage client data effectively and improve customer service. The reports generated by QQ can also be customized to focus on specific details, which aids in testing and measuring performance. Additionally, the online University offers prerecorded video walkthroughs for different tasks, making it easier for users to navigate through the software.

Despite some difficulties with training new employees, Vertafore's QQ remains a reliable choice for insurance agents due to its simplicity and effectiveness in managing customer data and enhancing accounting processes. The availability of IT support teams ensures that users receive assistance not only for day-to-day functions but also for future planning and upgrades. Overall, QQ by Vertafore addresses the needs of insurance agents by streamlining their workflows and providing valuable tools for efficient policy management.