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's AMS 360 Agency Management System now integrates with RPost to enhance compliance and security for email communications.
- Experience.com has integrated its feedback tools with Vertafore's insurance solutions to enhance customer communication and service.
- Vertafore's VP of Product Moe Latif and Product Manager Syrah Burke introduced new retention tools in QQCatalyst to improve client retention and policy renewals.
📅 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's chief customer officer, Rick Warter, discusses innovation in insurance and customer-first strategies in a podcast episode during the Accelerate event this week.
- BTIS will attend the Accelerate 2025 conference for Vertafore users in Charlotte, NC from May 6-9, with VP of Digital Strategy Adam Groth participating.
- Paula Sisneros, VP of Government Solutions at Vertafore, is attending the NAIC Spring Meeting in Indianapolis this week.
⚖️ 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 Canada obtained CSIO eDocs Certification after updating 40 eDocs codes in its SIG Broker Management System, enhancing broker workflow efficiency.
👔 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] -
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.
- Josh Guttormsen has joined Vertafore as Director Security Operations, previously holding the same position at Xpansiv.
- Kelly Maheu, VP of Partnerships and Industry Relations at Vertafore, emphasizes the importance of combining InsurTech with tech-savvy talent and strategic partnerships to maximize growth.
- Shane Newberg has joined Vertafore as Director, Networks Engineering in the United States, previously holding a position at another company.
🤝 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 Canada announced a new partnership with Monarque Assurances in Quebec to offer comprehensive and personalized insurance solutions.
- Vertafore's Sircon technology has moved to the AWS cloud, improving reliability, security, and reducing downtime.
- Experience with Vertafore's AMS360 and PL Rater is beneficial for a customer service representative position in De Pere, WI.
📈 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.
- Vertafore now owns AgencyZoom and EZLynx, providing these platforms with additional resources and long-term stability.
- Vertafore's CEO Amy Zupon and chief product officer James Thom announced at the Accelerate 2025 event that the company is enhancing its ecosystem with the acquisition of Surefyre, resulting in 90% faster quoting and significant time savings for MGAs.
- Vertafore is expected to have performed well due to strong enterprise delivery capabilities and high customer retention.
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