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Vertafore Analytics

Unlock the power of your data.

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Overview

Vertafore Analytics offers a suite of tools that help insurance organizations harness the power of their data. For agencies, it provides insights into book of business, producer performance, and client relationships. For carriers, it offers market intelligence and distribution channel analytics. The solutions are designed to be intuitive and easy to use for business users.

✨ Key Features

  • Agency Performance Dashboards
  • Book of Business Analysis
  • Producer Performance Tracking
  • Market Intelligence
  • Data Visualization

🎯 Key Differentiators

  • Deep integration with Vertafore's agency management systems
  • Focus on the needs of independent insurance agencies
  • User-friendly interface and pre-built dashboards

Unique Value: Empowers independent insurance agencies with the data and insights they need to grow their business and better serve their clients.

🎯 Use Cases (4)

Analyzing agency growth and profitability Identifying opportunities for cross-selling and up-selling Managing producer performance and commissions Gaining insights into market trends and competitor performance

✅ Best For

  • Helps insurance agencies and carriers make more data-informed business decisions.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Not a core system for policy administration or claims processing.

🏆 Alternatives

Applied Analytics RiskMatch Tableau

Offers a more integrated and agency-focused solution compared to general-purpose BI tools.

💻 Platforms

Web

🔌 Integrations

Vertafore agency management systems (e.g., AMS360, Sagitta) Other data sources

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Enterprise tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ SSO ✓ SOC 2

💰 Pricing

Contact for pricing

Free tier: NA

Visit Vertafore Analytics Website →