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Vertafore PolicyIssuance

Turn policies in hours, not days.

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Overview

Vertafore PolicyIssuance is a single-source, web-based policy issuance and administration system designed for Managing General Agents (MGAs). It helps to shorten the policy issuance cycle time, reduce errors, and eliminate redundant data entry by integrating with MGA management systems and pre-filling carrier form sets. The solution is intended to provide an efficient process for issuing policies for personal and commercial P&C lines.

✨ Key Features

  • Web-based policy issuance
  • Integration with MGA management systems
  • Pre-filled carrier form sets
  • Eliminates duplicate data entry
  • Instant form updates

🎯 Key Differentiators

  • Integration with all MGA management systems
  • Focus on streamlining the policy issuance process for MGAs
  • Part of the Vertafore ecosystem

Unique Value: Provides MGAs with a streamlined and efficient way to issue policies, reducing manual effort and improving accuracy.

🎯 Use Cases (3)

MGAs and MGUs Issuing personal and commercial P&C policies Streamlining policy issuance workflows

✅ Best For

  • Reducing policy issuance time
  • Improving accuracy and reducing E&O exposure
  • Increasing operational efficiency for MGAs

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Insurance carriers
  • Retail insurance agencies

🏆 Alternatives

Other MGA-focused policy issuance solutions

Offers deep integration with MGA management systems, which is a key advantage for its target market.

💻 Platforms

Web

🔌 Integrations

All MGA management systems ACORD XML standards

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Enterprise tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ SOC 2 Type 2 ✓ ISO 27001

💰 Pricing

Contact for pricing

Free tier: NA

Visit Vertafore PolicyIssuance Website →