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Vertafore Enhances Navigation Capabilities in Agency Platform

Staff Writer | August 24, 2016

Vertafore announces new product enhancements to QuickNav in the latest release of Vertafore Agency Platform. These innovations help make the agency management system even more customizable for each individual user’s needs.

The latest release of Vertafore Agency Platform centers on new enhancements to QuickNav, an elegant workflow that guides customer service representatives (CSRs) through each step of a complex business process. The intuitive user interface surfaces required information, including forms and documents, enabling even inexperienced users to quickly and thoroughly complete their work. This release offers even more configuration capabilities to tailor QuickNav to fit several department procedures, company differences, or unique agency processes.

Most management systems offer some sort of workflows, however the majority are simply electronic checklists, which don’t help the user through complex processes. A recent Hanover Research survey indicated that 76 percent of independent insurance agents say ease of use of their insurance software most positively impacts their job satisfaction.

Vertafore Agency Platform combines solutions for benefits, comparative rating, document management, licensing and compliance, and reference capabilities in a single platform. This platform allows CSRs to complete their work from one screen using fewer clicks.

QuickNav was designed in collaboration with leading independent agencies to guide CSRs through even the most complex workflows, ensuring best practices are followed, reducing training time for new staff, and increasing efficiency. This latest update allows Vertafore Agency Platform users to configure multiple published instances, enable or disable templates, and add or change the order of steps so the entire experience is completely customized.

“Vertafore Agency Platform has helped our agency to more than double our annual revenue—without having to hire any additional staff,” says Cam Winterburn, principal, Winterburn & Associates Insurance.

Since last year, Vertafore Agency Platform has doubled the number of agencies and users who have adopted the system. From customer and policy management functionality, to licensing, ratings, and reference materials, Vertafore Agency Platform folds the modern agent toolkit into a single, cloud-hosted management system with anywhere, anytime access. The Vertafore Mobile App also provides secure mobile access to account policy, claim and billing information for users on the go.


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