Vertafore

Vertafore is a prominent provider of cloud-based software and information specifically tailored for the insurance distribution channel, which includes independent agents, brokers, managing general agents, carriers, and reinsurers. Based in Denver, Colorado, the company offers integrated applications that enable clients to manage their operations effectively, identify growth opportunities, and make data-driven decisions. With a focus on enhancing business performance and reducing compliance risks, Vertafore's solutions have benefited over 17,000 customers and 500,000 users, helping them navigate industry challenges and seize new opportunities.

Teresa Chia

CFO

10 past transactions

Surefyre

Acquisition in 2024
Surefyre Inc. is a technology company that specializes in cloud-based insurance policy management software. Founded in 2019 and headquartered in San Francisco, California, the company provides a configurable SaaS platform aimed at modernizing the insurance industry. Its software facilitates the management of insurance policies by automating key processes such as submission, underwriting approval, and binding, thereby enhancing efficiency for insurers, agents, and policyholders. The platform is designed to integrate seamlessly with existing back-end systems, including accounting and claims management, and offers data-driven insights to improve decision-making. By simplifying agent submissions and enabling instant quoting, Surefyre significantly reduces technical overhead and aims to increase profitability for insurance carriers.

MGA Systems

Acquisition in 2022
MGA Systems is a software development company focused on providing solutions for the insurance industry. The company offers a comprehensive platform that includes features for accounts receivable and payable, operational management, cost center expense allocation, bank management, direct-bill reconciliation, and automated notifications for non-payment of premiums. By catering to the specific needs of insurance businesses, MGA Systems delivers software designed to align with their budgetary constraints and operational goals.

Agencyzoom

Acquisition in 2021
AgencyZoom is a provider of sales management software specifically designed for insurance agencies. The company offers a comprehensive suite of tools that automates various aspects of the agency's operations, including the onboarding process for new business and the creation of welcome packets. AgencyZoom also streamlines workflows and incorporates application integration and lead automation features. This enables insurance agencies to effectively track their sales activities and gain greater control over their operations, ultimately enhancing their overall efficiency and productivity.

VUE Software

Acquisition in 2019
VUE Software is a comprehensive platform specifically designed for insurers, managing general agents, field marketing organizations, independent marketing organizations, and insurance distributors. Established over two decades ago by CSSI, the company focuses on providing scalable solutions that enhance automation in producer administration and sales processes. VUE Software caters to the distinctive requirements of the life and annuity, health, and property and casualty insurance markets. By leading the Distribution Modernization movement, VUE Software supports insurance organizations in achieving revenue growth and gaining a competitive advantage, accommodating various product types, distribution channels, and hierarchical structures.

RiskMatch

Acquisition in 2017
RiskMatch, LLC is a technology company based in Greenwich, Connecticut, established in 2012. It specializes in developing web-based insurance solutions tailored for insurance intermediaries and underwriting partners within the United States. The company's flagship platform enhances broker relationship management and optimizes opportunity targeting for product offerings. RiskMatch provides a comprehensive suite of services, including portfolio management, analytics, and benchmarking capabilities, which enable clients to effectively manage their business processes and performance. Additionally, the company offers training and ongoing support to brokers, agents, and insurers to ensure effective utilization of its platform. As of 2017, RiskMatch operates as a subsidiary of Vertafore, Inc.

Keal Technology

Acquisition in 2016
Keal Technology Inc. is a Canadian company that specializes in providing broker and commercial management systems tailored for insurance and financial services brokers. Founded in 1988 and headquartered in Concord, Canada, with additional offices in Quebec, New Brunswick, and British Columbia, Keal Technology offers a range of software applications, including SIG, which operates efficiently in both local and wide area network environments for property and casualty insurance brokers. The company also provides comXP, designed to facilitate the management of commercial insurance business, along with DOK, a scanning solution, and premiumXP for premium financing operations. Beyond software, Keal Technology delivers cloud services, electronic data exchange, consulting, network management, and technology planning, complemented by training and support services to enhance user experience.

QQSolutions

Acquisition in 2015
QQ Solutions, Inc. is a provider of cloud-based insurance agency management systems, specifically designed for independent insurance agencies in the United States. Founded in 1988 and headquartered in Deerfield Beach, Florida, the company was previously known as QuickQuote Inc. before rebranding in July 2009. QQ Solutions, Inc. focuses on developing its flagship product, QQ Catalyst, which streamlines the operations of insurance agencies. As of 2015, the company operates as a subsidiary of Vertafore, Inc.

Sircon

Acquisition in 2008
Sircon is a financial platform dedicated to the insurance industry, facilitating connections among insurance carriers, agencies, brokers, agents, education providers, and state regulators. The company offers a comprehensive online network that enables stakeholders to manage compliance and producer information effectively. Sircon's platform provides a range of services, including client support, implementation, managed services, and state service summaries. These solutions are designed to help clients reduce compliance risks, save costs, and expedite revenue generation. By streamlining processes and enhancing efficiency, Sircon plays a critical role in optimizing producer channels within the insurance sector.

ImageRight

Acquisition in 2007
ImageRight provides Advanced Solutions company and also provides insurance-focused content management, enterprise workflow, and business intelligence solutions for the insurance industry.

BenefitPoint

Acquisition in 2006
BenefitPoint is an employee-benefits infrastructure company headquartered in San Francisco, California. It specializes in the distribution and management of group insurance and financial products, providing hosted integrated applications tailored for the employee benefits sector. Additionally, BenefitPoint develops customer relationship management and procurement software platforms. Its services and solutions cater to a diverse clientele, including brokers, consultants, carriers, and general agents, facilitating efficient management and distribution of employee benefits.
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