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Steve Anderson

Steve Anderson


CEO & Co-Founder

George Robertson

George Robertson



Angela Ford

Angela Ford




Vertafore Personal Lines Consulting

If you are looking to reduce data duplication, increase automation for efficiency, and uncover unnecessary steps in your daily processes, this is for you.

QQCatalyst Lite

QQCatalyst Lite focuses on the setup and implementation of Agency Intelligence and Salesroom, as well as integration with PL Rating.

Personal Lines Suite - Standard

This Standard package includes assistance in optimized setup for quoting, pipeline management, and onboarding of new clients.

Personal Lines Suite - Pro

With all the same offerings as our Standard package, our Pro service include additional pipelines and automation, assisted integration of other InsurTech products, and more training for your team. 

Accelerate Sessions

Steve Anderson

Data Analytics & Visualization: A Better Understanding of Your Data

April 2, 2024 at 1 PM CT
Hosted by Steve Anderson

Data analytics and visualization are two important aspects of understanding your data. Data analytics involves using statistical and quantitative methods to extract insights and meaningful information from data. Data visualization involves creating graphical representations of data, such as charts, plots, and maps, to help communicate and understand the insights gained from the data.


In this session, we’ll discuss how data analytics and visualization can be used to gain a deeper understanding of your data and make more informed decisions for your agency based on the insights obtained.


Take a closer look at data analytics and visualization options by visiting the profiles below.


DONNA is an AI and data analytics platform for agencies looking to leverage their data and enhance their customer experience.

Loss Scan

Loss Scan gives agents the power to turn PDF Insurance Loss Runs into usable, actionable data using advanced AI systems.

Premium Logic

Premium Logic helps agencies make the shift to a data-powered business with intuitive analytics and interactive dashboards.

George Robertson

Better Together: Vertafore's Small Business Personal Lines Suite

April 2, 2024 at 2 PM CT
Featuring George Robertson

Take your customers on a personalized journey from prospecting to renewal with QQCatalyst, AgencyZoom, and PL Rating! See how this integrated technology can help your staff save time and prevent duplicate data entry to better streamline workflows, increase efficiency, and improve productivity.

Steve Anderson

Turn Technology Into a Profit Machine: How InsurTech Can Skyrocket Your Business

April 2, 2024 at 4 PM CT
With Steve Anderson

Are you tired of technology being a money pit for your insurance agency? It’s time to flip the script and make it a profit center instead. Technological development has never been faster, and there are countless opportunities to leverage cutting-edge platforms, tools, and processes to transform your business. InsurTech companies are leading the charge, and they’re poised to revolutionize the industry. But which ones should you pay attention to, and which ones should you ignore?


By exploring their innovative solutions, you can identify the ones that will help you improve your margins and thrive in a rapidly changing market. The key is to embrace external trends and adopt them eagerly rather than playing it safe and falling behind. Your tech stack can generate revenue. By experimenting with new technologies, you can find the winners and turn them into powerful tools for growth.


In this workshop, you’ll learn how to turn technology into a profit machine and how the right tech tools can help you skyrocket your business. You’ll come away with three key takeaways:


  1. The importance of adopting external trends
  2. The need to generate revenue through your IT department
  3. The value of experimenting with new technology to find the winners.
George Robertson

Building a Successful Tech Stack for Your Small Agency

April 2, 2024 at 4 PM CT
With George Robertson

Deciding which insurance technology to use in your agency can become a daunting task. In this session, we will review some of the top-tiered technology solutions that are available today. You will get a better understanding of which solution to use for data acquisition, video, VOIP, and marketing and automation. Remove the doubt from your technological decision-making process. Don’t settle for the next new “shiny” tech. Instead, find the tech that works for YOU!

The Vertafore Universe

Take a closer look at all your available options by visiting their profiles.

AgencyZoom powered by Vertafore

AgencyZoom is a smarter lead manager and CRM, capable automating your customer journey and improving your customer experience.

AMS360 logo

AMS360 provides the foundation for independent agencies to grow their book of business and boost their profitability.

Commercial Submissions powered by Vertafore

Commercial Submissions is changing the way agents create and submit applications for small commercial insurance.

InsurLink powered by Vertafore

InsurLink allows agencies to provide their clients with a digital experience through a branded self-service portal, saving agents time and improving productivity.

PL Rating logo

PL Rating helps agents close personal lines business faster with a streamlined quoting process and real-time carrier connections.


QQCatalyst can help you manage your agency more effectively, allowing you to sleep better at night.

Sircon powered by Vertafore

Sircon for Agencies helps you stay compliant and maintain the proper licenses needed to sell insurance.

User Community

The Network of Vertafore Users (NetVU) connects Vertafore users to share experiences, workplace needs, and professional goals. As a benefit of using Vertafore technology solutions, Vertafore customers are NetVU members at no cost.

Could one of these be your next BEST tech move?

Check out our Founding, Platinum, & Premium Solution Providers.

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