Vertafore | Competitive Intelligence Profile
Vertafore is a leading provider of insurance software solutions, specializing in services for carriers, agencies, MGAs, and independent...

Vertafore is a leading provider of insurance software solutions, specializing in services for carriers, agencies, MGAs, and independent agents. With over 50 years of experience, Vertafore focuses on empowering the insurance distribution channel through innovative technology, including SaaS, artificial intelligence, and data analytics. The company is dedicated to enhancing relationships within the insurance industry and driving success for its clients.
🛍️ Vertafore Product and Pricing Intelligence →
📅 Vertafore Event Participations →
⚖️ Vertafore Regulatory Intelligence →
👔 Vertafore Management and Leadership Team →
⚔️ Vertafore Alternatives and Competitors →
💼 Vertafore Hiring and Layoffs →
🤝 Vertafore Partnerships, Clients and Vendors →
📈 Vertafore Financial Performance, Fundraising, M&A →

🛍️ Vertafore Product and Pricing Intelligence
Leverage product insights to define key product development milestones, guide go-to-market planning, build a robust product-market fit matrix, and perform in-depth SWOT analyses.
Harness pricing intelligence to support strategic pricing decisions, conduct competitive pricing analysis, and craft effective differential pricing strategies.
- Vertafore introduced MGA Systems, a specialized MGA policy administration system for complex underwriting, lines of business, and distribution models, replacing the generic Policy Admin System.
- Vertafore won Company of the Year in Insurance and Insurance Technology Innovation for BenefitPoint at the 2025 Globee Awards for Innovation.
- Vertafore published a study in partnership with Celent on October 17, 2025, surveying over 600 life and health insurance agents about compensation.
📅 Vertafore Event Participations
Stay updated on where your competitors are showing up—industry conferences, webinars, podcasts, and speaking engagements—to gauge their messaging, target audiences, and strategic focus. Discover how they’re positioning themselves in the market, what narratives they’re pushing, and which partnerships they’re cultivating. Use this intelligence to refine your own positioning, identify missed opportunities, and stay top-of-mind in your industry.
- Vertafore will host a customer appreciation party at the Fontainebleau Las Vegas during the Accelerate event.
- Vertafore leaders Mike Erlandson and Christian Egoavil shared insights on AI and data transformation at ITC Vegas 2025.
- Vertafore and NetVU announced the first education sessions for Accelerate 2026, scheduled for April 13–16, 2026, in Las Vegas.
⚖️ Vertafore Regulatory Intelligence
Monitor critical regulatory events—such as issued or revoked licenses, lawsuits, investigations, and court rulings—to understand the compliance posture and legal exposure of your rivals. Spot early warning signs of operational risk, delays, or reputational damage, and use these insights to fine-tune your market strategy, mitigate your own risk, or capitalize on competitor setbacks.
👔 Vertafore Management and Leadership Team
Understand who’s steering your competitors by tracking changes in their management and leadership teams. Gain insights into strategic direction, leadership style, and organizational priorities based on executive backgrounds and hiring trends. Use this knowledge to anticipate competitive moves, tailor your sales or partnership approach, and benchmark against industry leaders.
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Senior Director Human Resources India
[email protected]
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Sr Director
[email protected]
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Sr. Director Product Management
[email protected]
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Director, Development
[email protected]
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Director
[email protected]
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Director Development
[email protected]
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Director of Product Management
[email protected]
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Chief Product Officer, InsureTech
[email protected]
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Chief Executive Officer
[email protected]
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Chief Revenue Officer
[email protected]
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Chief Customer Officer
[email protected]
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Chief People Officer
[email protected]
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CFO
[email protected]
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Vice President, Operations
[email protected]
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Sr. Director, Development
[email protected]
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Vice President of Development
[email protected]
⚔️ Vertafore Alternatives and Competitors
Identify the competitors of your competitors to uncover indirect threats, emerging disruptors, and untapped opportunities. Understand the broader competitive ecosystem, spot white space in the market, and gain strategic context that helps you position more effectively. These insights sharpen your market intelligence and reveal angles others often overlook.
- Travelers |
- Applied Systems |
- Ebix |
- ProAssurance |
- Novidea |
- Ennabl |
- LeO |
- ImageRight |
- Astonish |
- Bonus 2000 |
- Zywave |
- Sapiens |
- Socotra |
- ReSource Pro |
- EIS Group |
- FintechOS |
- Riskcovry |
- Instanda |
- Tinubu |
- sircon.com |
- northerninsuring.sharepoint.com |
- foragentsonly.com |
- cinfin.com |
- Eclipse |
- OnBase |
- BUSINESSNEXT |
- Attune ClaimBook |
- Ozone Insuria |
- Jenesis |
- EZLynx |
- Agency Matrix |
- AGENCYMATE

💼 Vertafore Hiring and Layoffs
Track key workforce changes—new hires, leadership shifts, and layoffs—to spot strategic organizational moves. Identify rising competitors, uncover shifts in company direction, and seize opportunities to attract top talent or engage new decision-makers. Use these insights to refine your recruitment strategy and build stronger business relationships.
- Eryk Gilinsky left Vertafore as Director, Enterprise Accounts in the United States to join Criteria Corp as Director - Mid-Market Accounts.
- Michelle Covert left Vertafore as Director, Privacy, Compliance & Risk in the United States to become Chief Compliance Officer, Life Division at Integrity.
- Jacqueline Michaelsen joined Vertafore as Director of Product Operations and Launch in the United States, previously serving as Global Lead, Product Launch Management, Customer Operations Org at Square.
🤝 Vertafore Partnerships, Clients and Vendors
Monitor new partnerships, client wins, and vendor relationships to understand where your competitors are gaining traction. Spot emerging alliances, evaluate ecosystem shifts, and identify potential partners or prospects early. These insights help you refine your sales strategy, anticipate market movements, and stay one step ahead in a dynamic competitive landscape.
- Vertafore partners with Specialty Program Group to use its Surefyre AI-enabled platform for streamlining submissions and boosting operational efficiency.
- Vertafore announced on October 30 that SPG has chosen its Surefyre platform to accelerate speed-to-market and enhance operational efficiency for retail agencies.
- Vertafore announced on October 30, 2025, that Specialty Program Group LLC selected its Surefyre AI-enabled underwriting workbench to streamline submissions and boost operational efficiency.
📈 Vertafore Financial Performance, Fundraising, M&A
Track competitors’ financial performance, fundraising rounds, and M&A activity to assess their growth trajectory and strategic focus. Uncover signals of expansion, market entry, or consolidation, and benchmark your position accordingly. Use these insights to inform investor conversations, identify acquisition opportunities, and fine-tune your competitive strategy.
- Roper Technologies' Vertafore business gains from excellent enterprise delivery capabilities to the largest customers, resulting in strong annual recurring revenue growth.
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