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 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 specializes in developing financial software tailored for the insurance industry. The company's platform offers a range of functionalities, including accounts receivable and payable management, operating and cost center expense allocation, bank management, direct-bill reconciliation, and automated notifications for non-payment of premiums. By providing comprehensive software solutions, MGA Systems aims to meet the diverse needs of insurance businesses while aligning with their budgetary constraints and strategic objectives.

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, LLC is a provider of web-based insurance solutions tailored for insurance intermediaries and underwriting partners in the United States. Founded in 2012 and based in Greenwich, Connecticut, the company offers a comprehensive platform designed to enhance broker relationship management and optimize opportunity targeting for product offerings. The RiskMatch platform supports a variety of functions, including portfolio management, placement services, analytics, and benchmarking, while also facilitating information management. In addition to its software solutions, RiskMatch provides training and ongoing support for brokers, agents, and insurers to ensure effective utilization of its platform. As of April 2017, RiskMatch operates as a subsidiary of Vertafore, Inc.

Keal Technology

Acquisition in 2016
Keal Technology Inc. specializes in providing broker and commercial management systems tailored for insurance and financial services brokers across Canada. The company's offerings include SIG, a responsive application for property and casualty insurance brokers; comXP, which streamlines commercial insurance management; DOK, a scanning solution; and premiumXP, designed for premium financing. Additionally, Keal Technology delivers a range of services such as cloud solutions, electronic data exchange, consulting, hardware and software support, network management, and technology planning. Founded in 1988 and headquartered in Concord, Canada, the company has expanded its presence with offices in Quebec, New Brunswick, and British Columbia. Keal Technology also emphasizes training and support services to ensure effective use of its products.

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 specializes in serving the insurance industry by providing a digital platform that connects insurance carriers, agencies, brokers, agents, education providers, and state regulators. This comprehensive online network facilitates the management of compliance and producer information, streamlining the licensing process for agents. Additionally, Sircon offers a range of solutions designed to enhance the efficiency of producer channels, including client support, implementation, and managed services, as well as state service summaries. By leveraging these services, clients can reduce compliance risks, save costs, and accelerate their revenue generation processes.

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 a company based in San Francisco, California, that specializes in employee benefits infrastructure. It provides a range of hosted integrated applications designed for the distribution and management of group insurance and financial products. The company develops software that supports customer relationship management and procurement, catering to brokers, consultants, carriers, and general agents in the insurance industry.
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