Vertafore Reviews 78

I CALLED ABOUT MY RENEWAL PRICING AND SALES SNET ME TO BILLING. BILLING SAYS THEY CAN'T DO IT AND TRIED TO SEND ME BACK TO SALES. THEY CREATED A LOG FOR A CALL ON MY PRICING AND SERVICES I WANT AND NO ONE EVER CALLED BACK. THE PERSON WHO CREATED THE LOG IS NOT RESPONDING TO EMAILS. WORST CUSTOMER SERVICE EVER

Overall, PL Rating saves us a ton of time and data entry, I use it a ton and like it. My only major gripe is that the named insureds often import incorrectly from Hawksoft, it seems to have something to do with if both parties are named insureds or not, it'd be nice if you worked that out, but I get that it's an API issue also, so who knows who's at fault there.

A more general idea for you: I'd like the ability to bridge in a quote, _even if the carrier is giving a decline result_, such that I can see the decline in their system. This would be especially useful with Safeco - if their system declines on the PL rating level and I end up needing to go with the CA FAIR plan, while working up a DIC quote, I have to go to into Safeco and build the DIC quote manually. If I had the ability to bridge in a quote for a rejection, I could then use their internal system to copy the quote to the DIC form without having to do the data entry again. The other option for you might be be to create a 2nd quote, similar to the one you do for Safeco's "2nd look" indication but for their DIC policy, if they're indicating a decline due to wildfire scoring.

Nationwide and Pacific Specialty can sometimes give inconsistent or flat incorrect results from their PL rating indications, forcing me to go in and quote directly with them to verify if a property can be accepted - I have had at least a few cases where the indication on PL rating was that a location could not be insured, and then I placed it with that carrier! Nationwide specifically is quite guilty on this. On the other extreme, Pacific Specialty lets me bridge in just about anything - even things which they have no particular desire to insure without a DIC. It'd be really nice if Pacific Specialty returned their companies' Fireline rating for a property with their indications in the PL rating results, it's quite frustrating to bridge a quote in and go through 2 slow screens to get to their fireline rating, which, if over a 4 in our area, means it will be a DIC only offer.

I'm speaking as an agent in Northern CA, where fires have been a major concern, so we're constantly facing properties that need a diligent search of the market to find coverage for.

Once they lock you in a contract, experience goes down hill fast. Pl rater, 5 mos ago kept giving errors, can't quote dwellg in CA, can't bridge, can't this and that and none of this was disclosed at sales. So busy agents endlessly calls into tech support to try and get software to work. You would manually need to copy paste infos in PL so where's the time savings and purpose of this purchase? Awaiting manager to return detailed email of a list of issues since day one. Yeah, can't wait to cut contract short. Wasted a lot of time.

They charge too much. They charge by employees not users.

When you have a strong product you don't need to lock people into fine print agreements they can't get out of. Additionally buyer beware that verbal agreements with your sales rep are not honored and not binding. Wish 0 stars was an option

Sold a product that doesn't work. We were sold the system and told all of our carriers subscribe to the rating service. During set up we found out only two of our carriers subscribe. We don't use the software at all. Waiting for contract to end so we can get out of it.

Raj was very nice but my issue with Adobe was not resolved. It would also be nice if times were scheduled so we know to block off that time to deal with computer issues

Vertafore is mine and many people in the insurance industry's the "go to" information base and I'm very grateful for their services.

Very Good Company

I run a small business. Vertafore requires I believe 60 days advance notice if you are changing at your renewal. We recently had fewer users due to turnover. Vertafore is still charging us monthly for member(s) no longer working at our office and told me that I can only make the change 60 days prior to the renewal so I will have to pay for user(s) no longer working here.

I have yet to speak with anyone from the company, I tried canceling many times no one ever called me,, the company doesn't care about me they want there money !!

This company does not answer the phone nor chat function for their customer service. Sircon is the worst of all their programs. The system is difficult to use and give multiple error messages that are due to faulty administrator functions. Avoid this company at all costs. I do not know why any Fortune 500 companies such as United Health Care would pay for such terrible platforms and service. Absolutely fails in productivity, support and any other positive areas of success.

We have dealt with billing issues for months and you have us set up on 2 different accounts so we’re probably not getting your best deal then you delete our PL Rater account over a $27 bill that we called and took care of months ago!!! Your customer service flat out sucks!

I had not been in for a while- about two years. Last itme I went in I couldn't find certain things so I gave up. I went in now and was able to move around very easy. Will definitely continue using.

the Vertafore rep, James, was not helpful in correcting the lack of rating issue for several companies. He even tried to claim the carriers declined the risks when no data at all transferred to the carrier websites.

Simple yet effectively able to apply for my non-resident license.

I would like PL rater to be more accurate I always must bridge through to every company for an accurate quote.

Working with KEAL for years already - every update bringing new issues. Frustrating.

Saves lots of time and keystrokes, and gives me accurate quotes for all of my carriers. Only thing I'd like to see different is the ability to swap husband and wife as first named insured on property quotes like I can on auto.