Company News

Vertafore Releases Consumer Rate Quotes for Comparative Rating

New PL Rating Module Provides Competitive Advantage for Pricing and Quoting Auto Insurance

BOTHELL, Wash. - December 16, 2009 - Vertafore (http://www.vertafore.com), the leading provider of software and services to the insurance industry, today announced the availability of Consumer Rate Quotes-an add-on module for its PL Rating™ multi-company quoting solution-which accelerates the new business acquisition process by providing multiple carrier rate quotes directly from an agency's website.

"As an independent agent I need opportunities to sell my services, and Consumer Rate Quotes is a great tool to find prospects," said Mike Foy, Foy Insurance Group. "Not only am I able to provide a service customers want on my website, I am better equipped to compete with direct writers because I can offer something they cannot-choice. This is a huge competitive advantage for me in the marketplace."

Consumer Rate Quotes enables agencies to:

• • Accelerate the buying decision process-Consumer Rate Quotes gives website visitors the ability to quickly compare coverage options and carriers from an agency's branded website.
• • Reduce quote time turn around-website visitors complete an interview and generate multiple rate quotes in real time. The information is integrated directly into PL Rating so agencies can discuss the quotes with the customer.
• • Provide consumer choice-website visitors can see more than one price and one market allowing an independent agency to compete more effectively with direct writers and captive agents.

"Consumer Rate Quotes helps agencies write more business in less time," said Dave Acker, vice president, product management at Vertafore. "Exposing comparative rating on agency websites gives independent agents an opportunity to compete more effectively in the online pricing and quoting of auto insurance we all see in the marketplace today."

About Vertafore

Vertafore is the leading provider of software, services, 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 15,000 customers and 200,000 users gain a competitive advantage to accelerate their business performance. For more information about Vertafore, please visit www.vertafore.com.

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Sagitta Offers Unmatched Scalability and Processing Capabilities

Tests prove Vertafore's Sagitta agency management system easily handles
20,000 users and more than 600,000 transactions per hour

BOTHELL, Wash. - November 11, 2009 - Vertafore (http://www.vertafore.com), a leading provider of software and services to the insurance industry, today announced that the Sagitta agency management system provides unmatched scalability and capacity, enabling large agencies to continue to support customers as their businesses grow.

Vertafore conducted scalability testing on Sagitta at the IBM Innovation Center in Waltham, Massachusetts, using Microsoft® Visual Studio Team Systems 2008 Test Edition to simulate an agency environment. In six trials based on real world workflows provided by customers, Sagitta processed hundreds of thousands of transactions per minute, barely exceeding 50 percent CPU utilization, thus demonstrating its ability to easily handle rapidly expanding processing activity. Sagitta performance and response times met customer requirements for scenarios ranging up to 20,000 users.

"Our partnership with Vertafore has enabled us to build the stable and robust Sagitta platform we have for our current business needs," said Spencer Colby, manager, broker applications with HUB International, the 9th largest U.S. Broker. "The results they shared with us from a capacity test they recently completed with IBM on an enhanced platform gave us insight into the future of Sagitta and its potential for growth in a business like ours which continues to diversify and grow."

For agencies that expect to gain new business and employees in the future, the tests show that Sagitta offers the flexibility and power needed to manage growth successfully with one system. Also, agencies no longer need to split their employees into two separate databases, which reduces cost and simplifies processes.

"Customers require a system that grows as they grow. These results clearly show that Sagitta is a solid agency management system for large, growing agencies and brokers that require increased scalability," said Gytis Barzdukas, vice president, product management for agency solutions with Vertafore. "As the industry continues to consolidate and our customers grow, Sagitta will grow with them and scale to their evolving businesses and needs."

About Vertafore

Vertafore is the leading provider of software, services, 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 15,000 customers and 200,000 users gain a competitive advantage to accelerate their business performance. For more information about Vertafore, please visit www.vertafore.com.

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Vertafore Releases Update of Sagitta Management System

Sagitta Version 7.6 Enhancements Improve Customer Productivity

BOTHELL, Wash. - November 5, 2009 - Vertafore (http://www.vertafore.com), the leading provider of software and services to the insurance industry, today announced the availability of version 7.6 of the Sagitta® agency management system, which include several process enhancements and automation improvements for large, complex property and casualty insurance agencies.

"We love the new features in Sagitta version 7.6, especially the new installment process, accounting report advancements and unattended download," said Linda Findlay, IS manager, Bailey, Haskell and LaLonde. "The new installment plan enhancements alone have been so helpful to our staff, and unattended download speaks for itself-we save time every day."

Significant improvements in Sagitta version 7.6 include the ability to:

• • Quickly add or modify installments-create installment plans on the fly, add installments to existing plans and specify the installments that need modification increases accuracy of invoices and productivity within your agency
• • Automatically download carrier updates to the agency-the unattended download process automatically imports carrier updates to the agency mailbox during the overnight process without user intervention, which saves time waiting for the download to occur during the day
• • Analyze a book of business - provide superior customer service and save valuable time with one process to send a book of business to a participating carrier and obtain multiple quotes using TransactNOW.

"Large agencies have told us that a key concern for them is automating their business-critical systems to increase operational efficiencies," said Gytis Barzdukas, vice president, product management for Vertafore Agency Markets. "Advancements in process automation in Sagitta v7.6 deliver a significant increase in productivity, allowing customers to focus on growing their business instead of performing redundant tasks."

About Vertafore

Vertafore is the leading provider of software, services, 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 15,000 customers and 200,000 users gain a competitive advantage to accelerate their business performance. For more information, please call 800.444.4813 or visit www.vertafore.com.

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Vertafore Releases New Version of Leading Agency Management System

AMS360 Version 4.0 Increases Performance to Help Customers Grow

BOTHELL, Wash. -- November 3, 2009 -- Vertafore (http://www.vertafore.com), the leading provider of software and services to the insurance industry, today announced the availability of version 4.0 of the AMS360® management system, which includes numerous advancements to simplify marketing and sales tasks for more than 2,800 agencies currently using the product to grow their business.

"The streamlined proposal tools in AMS360 make it much easier for our producers and CSRs to quickly create professional proposals for new business," said Terrie Hill, operations manager, Curneal & Hignite Insurance, Inc. "We are able to quickly create customized schedules and enhanced target lists, which improves productivity and helps us generate sales faster."

The major enhancements in AMS360 version 4.0 include:

• • Generate enhanced cross-sell opportunities based on coverage-identify coverage gaps, streamline account rounding and market to your existing customer base with the ability to pull target lists based on coverage.
• • Create professional, polished documents quickly and easily-produce tailored schedules and streamline proposal templates using the familiar Microsoft Office Word interface with a new design tool that provides greater flexibility and expanded customization options.
• • Group activities by type-enhance workflow with expanded grouping options, such as the ability to group all commission reports within each company by year or group all renewal quotes for any given year within a renewal quote folder.
• • Improve performance and scalability-gain technology enhancements with several third-party software updates including an upgrade to Microsoft SQL 2008 and Windows Server® 2008, support for Windows 7, Office 2007 and an update to Internet Explorer® 8.

"The enhanced sales and marketing capabilities in version 4.0 help agencies more easily cross-market products and remind customers about adding coverage," said Gytis Barzdukas, vice president, product management for Vertafore Agency Markets. "This gives our customers an edge over their competitors in growing their business and staying ahead in the market."

In addition to the new tools for increasing an agency's book of business, AMS360 version 4.0 also includes an enhanced web services toolkit, enabling agencies to easily integrate third party applications with the management system to share data and operate more efficiently.

About Vertafore

Vertafore is the leading provider of software, services, 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 15,000 customers and 200,000 users gain a competitive advantage to accelerate their business performance. For more information, please call 800.444.4813 or visit www.vertafore.com.

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Vertafore Receives Highest Scores in Independent Agency Management System Analysis

BOTHELL, Wash. - Sept. 10, 2009 - Vertafore (http://www.vertafore.com), the leading provider of software and services to the insurance industry, today announced that its AMS 360 and Sagitta products both received across-the-board high scores in a recent independent analysis of agency management systems.

Sagitta received the highest scores in 10 of 11 evaluation categories, while AMS 360 received the highest scores in nine categories. The findings of the report, produced by SMA Strategy Meets Action, a Boston-based research firm specializing exclusively in the insurance industry, are based on extensive industry intelligence gathered through survey responses, in-depth product demonstrations and interviews with five key industry vendors. Research focused on the insurance agency marketplace and specifically analyzed the current and potential use of agency management systems.

"As evidenced in this report, the technology available today for the insurance industry is evolving rapidly, and the options for modern agency management systems are excellent," said Gytis Barzdukas, vice president of agency markets product management at Vertafore. "We believe SMA's report validates the feedback we've received from our customers for years: Vertafore's platforms are the most robust and effective solutions on the market today."

AMS 360 is a modern management system, available in-house or online, that enables agencies of any size to improve productivity and connect with carriers efficiently, giving agents more time to focus on customer acquisition and growth. The report noted that AMS 360 "has the ability to scale to serve a wide spectrum of agencies. Its architecture on Microsoft .NET and embrace of Web Services should enable Vertafore to expand and extend functionality. Connectivity to its suite of applications may be attractive to agencies that would prefer to buy from only a few vendors."

Sagitta, the leading management system for larger agencies, provides enterprise-class functionality for managing and growing an agency. Per SMA's report, "Sagitta provides deployment flexibility to meet the potentially more demanding and technologically sophisticated needs of the largest agencies. Because it offers the ability to deploy an in-house or a hosted solution, the largest firms should be able to select an implementation to their liking. Sagitta boasts full functionality in core areas of billing and financial, customer management, reporting and security features as well as third-party financial management."

The complete report is available on Vertafore's Web site at http://www.vertafore.com/smaanalysis.

For more information on the report, titled "Agency Management Systems: Marketplace & Vendor Analysis - Satisfying Today's Needs, Positioning for Tomorrow's Opportunities," visit www.strategymeetsaction.com.

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About Vertafore

Vertafore is the leading provider of software, services, 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 15,000 customers and 200,000 users gain a competitive advantage to accelerate their business performance. For more information about Vertafore, please visit www.vertafore.com.

About SMA Strategy Meets Action

Exclusively serving the insurance industry, SMA is a new breed of strategic advisory firm offering a unique blend of research, advisory and consulting services to both insurance companies and solution providers. By leveraging best practices from both the management consulting and research advisory disciplines, SMA's advisory service offerings are actionable business-driven and research-based. For companies eager and ready to embrace change and achieve business success taking strategies to meet action is critical. Their suite of advisory offerings include: advice, consulting, research, and education. Additional information on SMA can be found at www.strategymeetsaction.com.

Vertafore Reports 87 Percent Increase in Real-Time Transactions During First Half of 2009

Customers execute more than 7 million transactions with Vertafore systems, highlighting value of connectivity solutions in current economy

BOTHELL, Wash. - Sept. 3, 2009 - Vertafore (http://www.vertafore.com), a provider of market-leading software and services to the insurance industry, today announced that TransactNOW? and PL Rating? facilitated more than 7.3 million agency-carrier transactions from January to June 2009, representing an 87 percent increase over the same period in 2008.

The results, up from approximately 3.9 million transactions in the first half of 2008, clearly demonstrate the continued increase in agency-carrier connectivity and serve as a testament to the value of Vertafore's industry-leading connectivity solutions.

"Vertafore's connectivity solutions have become even more valuable during the current economy - they enable easier communications between agents and carriers, allowing them to write more business in a shorter period of time," said Dave Acker, vice president, connectivity product management, Vertafore. "This increase in transactions indicates the continued enthusiasm from agencies and carriers for real-time connectivity solutions."

The company's solutions help carriers and MGAs with a major challenge: efficiently integrating with hundreds of thousands of desktops that use agency management and comparative quoting solutions available from Vertafore and other vendors. TransactNOW supports a multitude of transactions, including billing inquiry, claims inquiry and policy view inquiry, endorsement- andquote-bridging for both personal and commercial lines. PL Rating's intuitive single-entry, multi-company transaction process includes integrated access to driver and vehicle data at the point of quote, which helps independent agents compete and write new business more efficiently.

For more information about Vertafore Connectivity Services, please visit www.vertafore.com or e-mail connectivity@vertafore.com.

Vertafore is the leading provider of software, services, 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 15,000 customers and 200,000 users gain a competitive advantage to accelerate their business performance. For more information about Vertafore, please visit www.vertafore.com.

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Vertafore Connection Conference Comes to a Successful Close

Company receives positive feedback for new conference format

ATLANTA - September 2, 2009 - Vertafore (http://www.vertafore.com), a provider of market-leading software and services to the insurance industry, today announced the successful completion of the 2009 Vertafore Connection Conference, which took place August 24-27, 2009 at the Atlanta Marriott Marquis. Previously known as the ImageRight User Group Conference, the newly rebranded 2009 event incorporated user groups from all of Vertafore's Carrier & MGA product lines for the first time.

Under the new format, the Connection Conference attracted nearly 1,000 attendees, including industry professionals, Vertafore experts and 675 customers who were eager to learn and network with their peers. Discussions focused on industry trends in technology and insurance, including solutions for streamlining business processes and improving productivity.

Attendee feedback regarding the conference has been resoundingly positive: "The Vertafore Connection Conference provided a great opportunity for clients and prospects to obtain hands-on experience with the many software solutions Vertafore offers for the insurance carrier and MGA market, including ImageRight, AIM and Sircon," said Karen Furtado, partner of SMA Strategy Meets Action, an insurance industry analyst firm. "There was tremendous collaboration with customers regarding future updates and new products. Vertafore is continuing to prove its integrated value throughout the insurance community through organizational changes and delivery model updates."

Now a more broadly focused industry event, the Connection Conference featured educational and informative sessions geared to users of ImageRight, AIM, Phoenix, Portal Server, Premium Bill, Sircon and TransactNOW, as well as an interactive lab where attendees could get hands-on instruction from Vertafore staff.

"Our new integrated approach made for a richer, more valuable conference experience for attendees," said Matt McKernan, president, Vertafore Carrier & MGA markets. "Vertafore has always placed extremely high value on customer feedback; in fact, it's the driving force behind everything we do. Spending these four days with our users has been a great learning experience for us as well. Based on positive feedback from attendees, we plan to continue this integrated format in the coming years."

About Vertafore

Vertafore is the leading provider of software, services, 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 15,000 customers and 200,000 users gain a competitive advantage to accelerate their business performance. For more information about Vertafore, please visit www.vertafore.com.

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Value of Insurance-Specific Content Management Evident in Growth of Vertafore's ImageRight Solution Customer Base

BOTHELL, Wash - July 28, 2009 - Insurance organizations across the country continue to recognize the benefits of insurance-specific content management and workflow. Vertafore, a provider of market-leading software and services for the insurance industry, is pleased to announce that in the last three months, 16 new customers have selected the company's ImageRight content management and workflow solution to meet their business needs.

"In tough economic times, insurance organizations can use content management and workflow to streamline and improve existing processes, and cut cost out of operations," said Matt McKernan, president of Vertafore Carrier & MGA Markets Division. "These new members of the Vertafore family now have access to our highest level of customer service and today's best content management and workflow system developed exclusively by and for the insurance industry."

Companies that recently purchased Vertafore's ImageRight solution include:

• • AXA Liabilities Managers (UK) - Based in London, AXA Liabilities Managers (UK) is a division of AXA Insurance, one of the largest general insurers in the UK. (www.axa.com/en/group/yourlocalaxa/europa/united-kingdom.aspx)
• • Barnstable County Mutual Insurance Company - Founded in 1833, Barnstable is an independent agent insurance company licensed to write property and casualty insurance in Massachusetts. (www.thebarnstable.com)
• • Builder's Trust - Based in Albuquerque, Builder's Trust provides affordable workers' compensation insurance for men and women in New Mexico's construction industry. (www.builderstrust.com)
• • Central Security Life - Based in Richardson, Texas, Central Security Life is a wholly-owned subsidiary of Champions Life, and is licensed to do business in more than 40 states. (www.centralsecuritylife.com)
• • Claims Administrative Services (CAS) - Based in Tyler, Tex., CAS is a leading provider of customized programs, including loss control and claims services for a wide range of national clients. (www.cas-services.com)
• • Cox Specialty Market - Based in Greeneville, Ohio, Cox Specialty is a specialty lines wholesale broker serving retail agents in Indiana, Michigan, Ohio and West Virginia, offering a wide variety of specialty insurance products. (www.coxspecialty.com)
• • FHM Insurance Company - Licensed to write workers' compensation in Florida, Georgia, Alabama and South Carolina, FHM, based in Jacksonville, Fla., is one of the oldest and most experienced workers' compensation companies in the Southeast. (www.fhmic.com)
• • Georgia Farm Bureau Mutual Insurance Company - Based in Macon, Georgia Farm Bureau Mutual Insurance Company is part of the Georgia Farm Bureau Federation and a leading provider of insurance services to farmers in the state of Georgia. (www.gfb.org)
• • Hallmark Financial Services, Inc. - Headquartered in Fort Worth, Texas, Hallmark Financial Services is a publicly traded holding company operating as a diversified underwriter of niche specialty property and casualty insurance products. (www.hallmarkgrp.com)
• • Locomotive Engineers & Conductors Mutual Protective Agency (LE&CMPA) - The LE&CMPA is a cooperative assessment association established in 1910 in Detroit by locomotive engineers and other railroad crafts concerned with the effects of the harsh work environment on railroad families. (www.lecmpa.org)
• • Mississippi State Rating Bureau (MSRB) - Governed by a Board of Directors or Executive Committee, MSRB is a non-profit corporation whose member companies are licensed to write fire and allied lines insurance in Mississippi. (www.msratingbureau.com)
• • Old National Insurance - Based in Fort Wayne, Ind., Old National Insurance is a subsidiary of Old National Bancorp, which offers personal insurance products. (www.oldnational.com)
• • Phoenix Aviation Managers - Based in Kennesaw, Ga., Phoenix Aviation Managers is a wholly owned subsidiary of Old Republic International Corporation, an insurance holding company whose subsidiaries market, underwrite, and provide risk management and insurance services. (www.phoenixaviationmgrs.com)
• • Property and Casualty Insurance Guaranty Association - Based in Baltimore, the Property and Casualty Insurance Guaranty Association provides protection to insurance policyholders and beneficiaries of policies issued by an insurance company that has become insolvent and is no longer able to meet its obligations.
• • Southwest Insurance Partners, Inc. - Based in Houston, Southwest Insurance Partners is an insurance holding company established to make acquisitions and investments in the insurance industry. (www.bunkerhillinsurance.com)
• • Starkweather & Shepley Insurance Brokerage - Based in East Providence, R.I., Starkweather & Shepley is an insurance brokerage offering personal, commercial and marine insurance coverage, as well as employee benefits, to individuals and companies in Rhode Island. (www.starkweathershepley.com)

ImageRight, the only insurance-specific content management and workflow solution, has been consistently recognized as No. 1 in the industry by clients, trade publications and analyst firms. The ImageRight solution extends the useful lifecycle of insurance documents and brings continuity, consistency and regulatory compliance to data and document processes for insurance organizations on a daily basis.

About Vertafore

Vertafore is the leading provider of software, services, 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 15,000 customers and 200,000 users gain a competitive advantage to accelerate their business performance. For more information about Vertafore, please visit www.vertafore.com.

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Vertafore Provides Enhanced Content Access and Workflow in ImageRight 5.1

New version offers improved integration with mission-critical applications

July 27, 2009 - Bothell, WA

BOTHELL, Wash. - July 27, 2009 - Vertafore (http://www.vertafore.com), a provider of market-leading software and services to the insurance industry, today announced the release of the newest version of ImageRight, the company's industry-leading content management and workflow software. ImageRight 5.1 will expand content access and improve workflow by better integrating with mission-critical insurance-industry applications and technology, such as Microsoft Outlook? and SharePoint?.,/p>

"Vertafore continues to invest in research and development for ImageRight in order to make sure that our clients will always have the very best and latest technology at their fingertips," said Matt McKernan, president, Vertafore Carrier & MGA Markets. "With these latest updates, it will be easier than ever for ImageRight users to delegate tasks and access the vast variety of content used by insurers and their agents in both the property and casualty and life industries.

With the new release, users will be able to access or add content and work tasks in Outlook without needing to log into the ImageRight desktop. Additionally, a Web SDK enables users to integrate aspects of the solution into SharePoint or other Web-based portals, further streamlining the workflow process.

Other updates include the ability to sign documents digitally in image format and authenticate content using the Public Key Infrastructure (PKI) within the ImageRight repository; XML templates in universal imports to define the import process; new redaction capabilities; and the ability to assign tasks by groups or individual roles.

"The ImageRight solution is integral to the success of our customers' businesses," said Mike Fess, director, product management, Vertafore Carrier & MGA Markets. "Now, improved integration with the other mission-critical technologies will help our customers become even more efficient in their processes and workflow."

Availability

ImageRight 5.1 is currently available to all clients. To learn more about Vertafore's ImageRight solution, please call 800.444.4813.

About Vertafore

Vertafore is the leading provider of software, services, 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 15,000 customers and 200,000 users gain a competitive advantage to accelerate their business performance. For more information about Vertafore, please visit www.vertafore.com.

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Vertafore Announces Landmark Agreement with Allstate

Download certification can help Allstate agents take their business to the next level

July 7, 2009 - Bothell, WA

Vertafore (http://www.vertafore.com), a provider of market-leading software and services to the insurance industry, today announced that its agency management systems are certified to receive data from Allstate Corporation.

As a result of this agreement, Allstate's nationwide network of more than 10,000 exclusive agents now have a streamlined process to download customer-related information to Vertafore's industry-leading management systems, including AMS 360, InStar and Prime. This latest agreement enables AllState agents, including Encompass agents, to download customer data into Vertafore agency management systems. By making better use of these management systems, Allstate's agents can improve the service they provide to their customers and grow their premium volume.

"While Allstate agents realized the value of our industry-leading management systems, they were clear they needed download capabilities to maximize the benefits of using them," said Gytis Barzdukas, vice president, product management, Agency Markets with Vertafore. "We appreciate the work of the Allstate team to develop this solution and are excited by the fact that Allstate exclusive agents now have the option of using Vertafore's management systems to improve agency productivity and better serve their customers."

By downloading Allstate data into Vertafore's management systems, Allstate exclusive agents now have access to the full array of customer data, including billing, claim and coverage information. This consolidated view of the customer enables agents to be more responsive to customer inquiries and provide a higher level of customer service. The built-in insurance accounting module and the ability to reconcile reports from multiple offices helps agents eliminate duplicate data entry, allowing them to improve efficiency and workflow to increase the bottom line. In addition, agents now have a broader perspective on coverage needs, and as a result can write more comprehensive polices, which can often increase agency sales.

"We pride ourselves on our high standard of service, always striving to put the customer at the forefront," said Lincoln Salmon of Salmon Agency. "With Vertafore's AMS 360 management system, we are able to successfully track and effectively market to our prospects, all while growing our revenue Vertafore has enabled us to consistently meet and exceed customer expectations."

About Vertafore

Vertafore is the leading provider of software, services, 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 15,000 customers and 200,000 users gain a competitive advantage to accelerate their business performance. For more information about Vertafore, please visit www.vertafore.com.

Vertafore Unveils Integration of ClientConnect™ and BenefitPoint

Insurance brokers can seamlessly import information, offering a portal for employers
and employees to view and compare plans.

March 12, 2009 - Bothell, WA

Vertafore, a provider of market-leading software and services to the insurance industry, today released an integrated version of its industry leading ClientConnect and BenefitPoint services at the 33rd annual AMS Users' Group National Conference in Washington, D.C.

The newly integrated system provides employers with a self-service web portal to review policies and benefits, and to search for network providers. Additionally, employees also can easily view and compare benefit plans as well as find answers to frequently asked questions, all in one place.

The integration also enables insurance agencies to quickly launch multiple customized client sites and access risk management and compliance information in real time, which significantly reduces the amount of time required to maintain property and casualty insurance, benefits and human resources communications.

"With this new offering, ClientConnect enhances an agency's ability to attract new customers, strengthen existing client relationships, increase revenue and differentiate themselves and their services," said Eric Maki, senior product manager, Vertafore Agency Markets. "ClientConnect is an economical and efficient way to raise the value of agency services and gives insurance brokers more time build and enhance relationships with their clients."

The company also announced the release of ReferenceConnect, a new online resource for insurance agencies and carriers that aggregates content from an extensive library of trusted industry publishers and bureaus.

Vertafore Announces ReferenceConnect™

March 12, 2009 - Bothell, WA

New Application Serves as Online Reference for Insurance Industry

Vertafore, a provider of market-leading software and services to the insurance industry, today announced ReferenceConnect, a new online resource for insurance agencies and carriers that aggregates content from an extensive library of industry sources at the 33rd annual AMS Users' Group National Conference this week in Washington, D.C.

Having evolved from Sage™ , ReferenceConnect offers comprehensive insurance libraries from trusted industry publishers and bureaus, as well as across employee benefits, personal lines, commercial lines and sales and marketing, enabling agencies to customize their content based on their needs and preferences.

"We optimized this content for agencies by drawing on our 20 years of experience to create an aggregated solution that turns information into answers for agencies and brokerages," said Eric Maki, senior product manager, Vertafore Agency Markets. "By doing so, we've made ReferenceConnect the next generation online resource for the insurance industry."

Vertafore will present its recently announced corporate reorganization to 'One Vertafore' and unveil the elements of its new corporate brand. The company also announced an integration of its industry-leading BenefitPoint and ClientConnect services.

Vertafore Unveils Integration of ClientConnect™ and BenefitPoint

Insurance brokers can seamlessly import information, offering a portal for employers
and employees to view and compare plans.

March 12, 2009 - Bothell, WA

Vertafore, a provider of market-leading software and services to the insurance industry, today released an integrated version of its industry leading ClientConnect and BenefitPoint services at the 33rd annual AMS Users' Group National Conference in Washington, D.C.

The newly integrated system provides employers with a self-service web portal to review policies and benefits, and to search for network providers. Additionally, employees also can easily view and compare benefit plans as well as find answers to frequently asked questions, all in one place.

The integration also enables insurance agencies to quickly launch multiple customized client sites and access risk management and compliance information in real time, which significantly reduces the amount of time required to maintain property and casualty insurance, benefits and human resources communications.

"With this new offering, ClientConnect enhances an agency's ability to attract new customers, strengthen existing client relationships, increase revenue and differentiate themselves and their services," said Eric Maki, senior product manager, Vertafore Agency Markets. "ClientConnect is an economical and efficient way to raise the value of agency services and gives insurance brokers more time build and enhance relationships with their clients."

The company also announced the release of ReferenceConnect, a new online resource for insurance agencies and carriers that aggregates content from an extensive library of trusted industry publishers and bureaus.

Vertafore Announces Company Reorganization to "One Vertafore"

Feb. 26, 2009 - Boulder, CO

Vertafore, a provider of market-leading software and services to the insurance industry, today announced a corporate reorganization to "One Vertafore", a move that aligns the company's business units to meet the changing needs of their customers. The company will organize around market segments rather than products by creating three business units: Vertafore Agency Markets, Vertafore Carrier & MGA Markets and Sircon, A Vertafore Business.

"Whether they are small agencies or the largest carriers, our customers' technology needs are getting more complex daily," said Euan Menzies, president and chief executive officer of Vertafore. "By acting as One Vertafore, we can help our customers run their businesses efficiently and provide them with a clear path to competitive advantage and bottom-line results."

With the changes, Vertafore's current products will be organized under the new business units defined by market segments, Menzies said. Vertafore Agency Markets will serve insurance agents and brokers while Vertafore Carrier & MGA Markets will cater to insurance carriers, managing general agents (MGAs), reinsurers and premium finance companies. Sircon, A Vertafore Business, will continue to focus on the compliance, licensing and government markets.

Menzies said Vertafore will continue to sell its industry leading products such as AMS 360, Sagitta, BenefitPoint and other agency management systems; ImageRight content management and workflow products; SilverPlume Sage and PL rating; and Sircon's Compliance Express and Producer Manager, among others.

The company also announced four changes among its executive management team in conjunction with the reorganization. Bill Bunker has been named President, Vertafore Agency Markets and Matt McKernan has been named President, Vertafore Carrier & MGA Markets. McKernan replaces Don Elias, who is leaving the company in late March. Additionally, Susanna Morgan has been named Senior Vice President, Product Strategy & Marketing and Vance Huntley has been promoted to Senior Vice President, Chief Technology Officer.

"This new structure will allow us to better integrate products, provide our customers with more consistency in sales, support, and services, and leverage the insurance and technology expertise from the more than 1,100 Vertafore employees," Menzies said. "Until now, customers had to piece together a variety of products to create a total technology solution. By acting as One Vertafore, we can capitalize on our unique market position to provide our customers with innovative connected solutions that no other company has offered before."

Menzies said the company will present its reorganization and unveil the elements of its new corporate brand at the 33rd annual AMS Users' Group National Conference March 12-15 in Washington, D.C.