With AgencyOne, Vertafore delivers on its vision for the connected independent agency
Vertafore today revealed how it is reimaging the technology experience for independent agencies with AgencyOne. This one, integrated platform brings together everything agencies need to run and grow their business, delivering the benefit of Vertafore’s best-of-breed solutions in a single, connected experience.
Today at Accelerate, Vertafore’s annual user conference, chief product officer James Thom demonstrated the latest innovations and added value the company is delivering in AgencyOne this year, including:
- A simplified renewals workflow with one centralized dashboard for greater transparency and collaboration across the renewal process.
- Expanded AgencyOne Insights to surface key client and policy trends that fuel retention and unlock new growth opportunities.
- The ability for users to manage related clients in one place and make smarter, faster decisions with a fuller picture of client needs and activities.
Anchored on Vertafore’s award-winning management systems—AMS360 and Sagitta—and fully integrating Vertafore’s award-winning sales automation solution, AgencyZoom, AgencyOne leverages Vertafore’s open architecture strategy to create a unified experience across an independent agency’s core needs:
- Sales automation that optimizes day-to-day sales activity
- Real-time, competitive quoting and binding
- The digital experience that today’s insurance clients expect
- Streamlined and efficient agency management
- Data and analytics to make the right decisions at the right time
“AgencyOne is a game-changer for our agency, and we’re thrilled to see what Vertafore has in store this year,” said Rochelle Yoder, IT director at Hummel Group Insurance. “We already rely on Vertafore products to manage our business. Now, AgencyOne is harnessing the power of our solutions together to accelerate our efficiency and growth.”
AgencyOne launched in December 2024 and is enhancing the way agencies work with a 360-degree view of client information; dashboards that surface a user’s top priorities in a personalized view; improved client record searching across solutions; and global navigation to make it easier for users to navigate and use the solutions they rely on every day.
These innovations translate into real time-savings for agencies. Agency employees spend a significant portion of their day sourcing information and toggling between systems. Faster navigation and searching capabilities alone have the potential to deliver up to two weeks of time-savings per employee each year. That’s time that agents can spend on client engagement and agency growth.
“From improving role-specific workflows to a holistic view of client information, to powerful data insights for better decision-making, we’re delivering best-of-breed technology in one integrated platform,” said Thom. “The feedback from our agency partners has been tremendous. AgencyOne empowers and connects their teams so they can focus on what matters most: growth and service.”
Accelerate attendees can see AgencyOne in action during Vertafore’s annual user conference, Accelerate, taking place in Charlotte, North Carolina, through May 9.
