Vertafore

Vertafore is the leading provider of software and information to the insurance distribution channel including independent agents, brokers, MGAs, carriers and reinsurers. Vertafore leverages a unique industry presence to deliver meaningful solutions - powerful technology, critical information and robust insights to help organizations effectively respond to business challenges and capture new opportunities. Vertafore solutions have helped more than 17,000 customers and 500,000 users gain a competitive advantage to accelerate their business performance.

Teresa Chia

CFO

7 past transactions

VUE Software

Acquisition in 2019
VUE Software is a single scalable platform built from the ground up for Insurers, MGAs, FMOs, IMOs, and Insurance Distributors who have outgrown their current tools and require greater automation for producer administration and sales processes. Founded by CSSI over two decades ago, VUE Software offers configurable solutions to meet the unique needs of the Life and Annuity, Health, and Property and Casualty markets. The company leads the Distribution Modernization movement and provides insurance organizations a solid path to revenue growth and competitive advantage, supporting multiple product types, distribution channels, and hierarchy types.

RiskMatch

Acquisition in 2017
RiskMatch focuses on the development of web solutions that enable insurance intermediaries and underwriting partners to manage their portfolios and information, and obtain analytics. RiskMatch offers an insurance platform that assists brokerages and agencies to organize and manage their business processes, benchmark rates, and collect, store, and share information. The company provides their customers with training and support about their RiskMatch platform. RiskMatch was founded in 2013 and is based in Greenwich, Connecticut.

Keal Technology

Acquisition in 2016
Keal Technology develops customized software solutions for brokers, customers, and industry partners.

QQSolutions, Inc.

Acquisition in 2015
QQ Solutions, Inc. develops QQ Catalyst, a cloud-based insurance agency management system for independent insurance agencies in the United States.

Sircon

Acquisition in 2008
Sircon serves the unique needs of the insurance industry by connecting insurance carriers, agencies and brokers, agents, education providers and state regulators through our comprehensive online network. This network allows companies to manage compliance and producer information, and helps agents get licensed faster.

BenefitPoint

Acquisition in 2006
BenefitPoint is an employee-benefits infrastructure company for the distribution and management of group insurance and financial products. The company is based in San Francisco, California.
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