Vertafore

Vertafore Personal Lines Consulting

Our Vertafore Personal Lines Consulting packages include optimized integrations for QQCatalyst, AgencyZoom, and PL Rating. These best-in-class solutions, working in collaboration, will increase workflow efficiency, create capacity, and provide insight into your daily business activity.

 

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
PL Rating logo
AgencyZoom powered by Vertafore

Package Options

QQCatalyst Lite

$2,500

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

 

Agency Intelligence

We will work with you to create Smartflows that will establish an automated sequence of emails and tasks, enhancing your day-to-day workflows. Each Smartflow will be tracked for performance, email open rate, tasks by employee, and overall success… all presented in an easy-to-read dashboard.

 

Salesroom

Sales Pipeline management is easily obtained with the usage of salesroom and integration with PL Rating. Sales stages from “New” to “Sold” allow insight into the sales process and close ratios for each agent. You will gain knowledge of the Lines of Business, Business Type, Policy Source, and Contact Type to assist your agency in making better sales forecasts.

 

Products: QQCatalyst, PL Rating

Agency Intelligence Smartflows:

  • Cross-Sell
  • Renewal Thank You
  • Leads
  • Expiring Policy
  • Quote Follow-up
  • X-Date
  • Welcome Center

Salesroom Setup:

This package includes Salesroom setup, policy sources, and employee comparison; along with training on the Salesroom Dashboard, Pipeline Processes, and PL Rating integration.

Training:

Three hours of online team training and support are provided with this package, as well as weekly check-ins throughout the project.

Personal Lines Suite - Standard

$3,999

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


Products: QQCatalyst, PL Rating, AgencyZoom

AgencyZoom Sales Pipelines:

  • Personal Lines
  • Commercial Lines
  • Cross-Sell
  • Smart-Cycle
  • Birthdays & Holidays
  • Onboarding

Workflow Setup:

We will create advanced, customized workflows for your agency to improve connectivity. We’ve got your quoting, sales, and onboarding processes under control.

Training:

Four hours of online team training and support are provided with this package, as well as weekly check-ins throughout the project.

Personal Lines Suite - Pro

$4,999

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

 

Products: QQCatalyst, PL Rating, AgencyZoom Pro.

Additional AgencyZoom Service Pipelines:

  • Advanced Onboarding
  • Winback
  • Referral
  • Endorsement
  • Cancellation
  • Claims

Additional Integrations:

As part of our Pro package, we offer setup of these additional integrations. Please consider that these products must be set up separately prior to integration.

  • MeetLeo
  • Canopy Connect
  • Zapier
  • SlyBroadcast
  • AgencyZoom Service Center

Training:

Six hours of online team training and support are provided with this package, as well as weekly check-ins throughout the project.

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