Company Name
Vertafore

Product Name
Commercial Submissions

Provide an overview of your premium comparison systems solution. What should agency and broker professionals understand as they consider how your solution could serve their needs?
Vertafore’s Commercial Submissions platform is the insurance industry’s solution to automate and simplify the commercial submissions process — from application through quote and bind. Eliminate the multi-company website visits and data rekeying conundrum that has plagued the independent agent and broker channel for years.

Please list available features of the system. What makes your platform unique?
Commercial Submissions leverages years of experience within the comparative rating space to move users effectively and efficiently through the commercial quoting process. Commercial Submission prefills data from Vertafore’s agency management systems and other third-party providers to streamline the process. The system leverages real-time carrier connections to provide users with accurate quotes.

What type of platform does your system run on?
Web Browser

How much does your service cost? Please break this down between initial setup and training and monthly and/or annual maintenance fees.
Commercial Submissions’ fees are similar to what is typical for the comparative rating space. For additional information, please contact the Vertafore Sales team.

What lines of business do you offer in your platform?
BOP, General Liability, Workers Comp, Package, Commercial Auto, Umbrella, E&S/Specialty Markets

What is your inventory? List insurance companies whose rates are available through your system or whose rating website can you access (if specific company rates are available only in certain states or for certain lines, please note that). A URL to your website with details would probably work best:
You can view Commercial Submissions’ carrier inventory on our website.

Please list the state(s) where premium quotes are available for your system. If limited lines or companies are available in certain states, please note that:
You can view Commercial Submissions’ state availability on our Help page.

Does your system pre-fill data from outside databases? If yes, what data is available?
Yes

Available data for prefill:
Commercial Submissions prefills data from VINtelligence for Commercial Auto quotes, AskKodiak for carrier appetite based on NAICS and SIC codes, and MelissaData for address verification.

Can your system go directly to ACORD forms and prefill data?
Yes

Does your system have the capability of importing schedules (vehicles, location) to prefill fields? Is there a maximum number?
Yes

Maximum number of items on schedules to import:
Commercial Submissions can import schedules of location and building information from Vertafore’s agency management systems.

Are class codes built in?
Yes

Are quotes bindable at the time of quote being generated?
Yes

Can the agent email a proposal from within the system to their client?
Yes

Do you provide a coverage comparison between companies?
Yes

Do you allow real time consumer facing quoting?
No

Do you offer a customer facing portal?
No

Do you offer a single application?
Yes

Do you offer insurance company submission management?
Yes

Describe insurance company submission management:
Commercial Submissions integrates with AskKodiak to provide carriers the ability to control their appetite within the platform.

Do you offer application bundling?
Yes

Does your platform integrate with any agency management systems? If so, please describe which vendor and system and the type of integration provided:
Yes

Integrations available:
Commercial Submissions integrates with Vertafore’s AMS360 and Sagitta management systems.