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.

Theo Beack

SVP, Product Development

Teresa Chia

CFO

10 past transactions

Surefyre

Acquisition in 2024
Surefyre Inc. is a technology company that provides a cloud-based insurance policy management software platform tailored for insurers, agents, and policyholders. Established in 2019 and headquartered in San Francisco, California, Surefyre's platform automates various insurance processes, including submission, underwriting approval, and binding. It facilitates easy integration with accounting, claims, and other backend systems, streamlining operations and enhancing efficiency. The software allows for web applications of policies and offers features such as instant quoting and data-driven insights, helping insurance companies reduce technical overhead and improve profitability. By modernizing the insurance experience, Surefyre aims to serve the vast market of insurers who have not yet adopted advanced technology solutions.

MGA Systems

Acquisition in 2022
MGA Systems provides software for an insurance industry.

Agencyzoom

Acquisition in 2021
AgencyZoom offers a comprehensive sales management software tailored specifically for insurance agencies. The platform automates key processes such as new business onboarding, the creation of welcome packets, and the establishment of automated workflows. Additionally, it provides application integration and lead automation features, allowing clients to effectively track sales and enhance their agency's operational efficiency. By streamlining these essential functions, AgencyZoom empowers insurance agencies to take greater control of their sales and marketing efforts.

VUE Software

Acquisition in 2019
VUE Software is a provider of a comprehensive insurance distribution platform designed for insurers, managing general agents, field marketing organizations, independent marketing organizations, and other insurance distributors. Established over two decades ago by CSSI, the platform addresses the needs of organizations that have outgrown their existing tools by offering enhanced automation for producer administration and sales processes. VUE Software delivers configurable solutions tailored to the specific requirements of the life and annuity, health, and property and casualty markets. The company is recognized for its role in promoting distribution modernization, enabling insurance organizations to achieve revenue growth and maintain a competitive edge across various product types, distribution channels, and organizational structures.

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.

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 for the distribution and management of group insurance and financial products. The company is based in San Francisco, California.
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