For over 45 years, Vertafore has focused on helping insurance agencies, carriers and MGAs harness the power of software solutions to stay ahead of the competition and stay profitable. With more than 20,000 agency, carrier and MGA customers, we are the leading provider of connected technology and information solutions to the insurance industry. For more information, please visit http://www.vertafore.com
The first and most robust insurance specific sales management software, Pipeline Manager transforms the way agencies sell by giving insurance producers sales software that works both at their desk and in the field with mobile access to easily manage leads, opportunities and X-dates.
Producer Lifecycle Management addresses all the activities performed throughout a selling professional's career to make sure they are legally able to sell a line of business with a particular carrier within a given state. The process of getting compliant and maintaining that compliance becomes a complex web of back and forth communications. This process done manually can take days or even weeks to complete for just one selling professional, and if not done accurately can result in regulatory audits and fines.