Vertafore offers AMS360, QQCatalyst, Sircon, and more for insurance agencies, MGAs, and carriers. See features, pricing model, and pros and cons.
Category
Knowledge Base
Pricing
Custom / Contact Sales
Verified
Not yet
Last updated
August 7, 2026
AgenciesEnterpriseAI
Vertafore builds a suite of insurance software products that connect independent agencies, managing general agents (MGAs), and carriers across the property & casualty and benefits distribution channel. Its flagship agency management systems, including AMS360, QQCatalyst, Sagitta, BenefitPoint, and WorkSmart, help agencies manage policies, clients, and workflows in one system of record. Complementary products cover rating and quoting (PL Rating, PolicyRater, NetRate, Commercial Submissions), compliance and licensing (Sircon), document management (ImageRight), client portals (InsurLink), book-of-business insights (Book Roll), premium financing (FinancePro), and AI-assisted underwriting reference and analytics tools (ReferenceConnect AI, RiskMatch). Vertafore says its platform is used by 98 of the top 100 agencies and 96 of the top 100 carriers, and processes more than 200 million rating transactions and roughly half of all industry producer-compliance transactions annually. Founded in 1969 and headquartered in Denver, Colorado, Vertafore has been owned by Roper Technologies since 2020.
Key Features
Agency Management — AMS360, QQCatalyst, Sagitta, BenefitPoint, and WorkSmart manage policies, clients, and day-to-day agency workflows in one system of record.
Rating & Quoting — PL Rating, PolicyRater, NetRate, and Commercial Submissions provide multi-carrier rating and standardized submission intake.
Compliance & Licensing — Sircon manages producer licensing and compliance transactions for agencies, individuals, carriers, and states.
Document Management — ImageRight centralizes document capture, storage, and workflow for agencies and carriers.
AI Knowledge Base — ReferenceConnect AI provides an AI-powered underwriting reference and knowledge base tool with transparent, sourced answers.
Analytics & Client Portal — RiskMatch delivers book-of-business analytics and benchmarking, while InsurLink offers a branded client-facing portal.
Pros & Cons
Pros
Wide, integrated product suite covering agency management, rating, compliance, and document management under one vendor
Large installed base among top agencies and carriers, suggesting strong industry fit and reliability
Backed by Roper Technologies, giving the platform financial stability and continued investment
Cons
Pricing is not published; agencies must contact sales for a custom quote
Broad, multi-product portfolio (AMS360, QQCatalyst, Sagitta, Sircon, ImageRight, etc.) can make it harder to know which product fits a given agency size
Primarily built for the insurance distribution channel, so it is not a general-purpose CRM or business management tool for other industries