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Managed Services

A Hand When You Need It

Managing risk in an ever-changing environment is not easy. Simply failing to properly license or appoint your distribution channel could lead to painful audits, reputation-damaging market conduct exams and crippling fines. Moving quickly and remaining responsive is a necessity, but it's not always feasible to accomplish on your own.

Many top carriers and agencies turn to Vertafore and our team of subject matter and process experts when they face an event outside of their normal day-to-day operations. Our experts are highly skilled at managing complex industry requirements on behalf of our client organizations.

How We Help

Data Reconciliation Services
Bulk Processing Appoint or terminate multiple producers in a batch process
Producer Data Reconciliation Reconcile all your producers' data with state information including licenses and appointments
Appointment Reconciliation Processing Reconcile the company's list of producers with the state's list
Data Exports Export data from one of our applications into a format that a customer can easily consume
Report Services
Adhoc Reports Create customer defined reports
Automated Reports Modify the above customer defined reports to be run on an automated basis
CAR/CSR Pull report of appointments by NAIC ID or licenses and qualifications by NPN (agencies and agents)
Business Process Change Services
Data Fix Data errors or omission changes
Form Change Change or add new forms to your agent onboarding or maintenance workflow
New Information Packets Add new distribution channels, information packets
Background Investigation Changes Changes background investigation vendors from one supported type to another
JIT Support Support set-up for Just In Time appointing
Training Services
Documentation Documentation customized to match your company workflow
Training Customized training
Integration Services
UAT Support Make changes or test scenarios in existing environment

Our Business is Understanding Yours

With deep industry expertise and flexible core applications, we have the knowledge and experience to make qualified recommendations tailored to fit your firm. Please call 877-876-4450 or use our online support form to speak with one of our knowledgeable industry representatives and find out if Vertafore is right for you.