Keep your implementation on track -and on budget




Atlantic/Smith, Cropper & Deely was so excited about ther implementation they made a video about it.

      >Watch Video


BrightwayInsurance Agency relied on Vertafore’s implementation team to migrate their agency.

      >Watch Video


From initial planning to conversion to project management and customized training, our experienced implementation team can integrate and coordinate services for you, ensuring a smooth transition to your new system while minimizing downtime.


To keep your project on track, our project management experts can provide any or all of the following essential services:

  • On-site discovery with a written report documenting your business needs.
  • A detailed statement of work, required materials list and project plan.
  • On-site collaboration at any point throughout the project.
  • Managing changes and resolving issues.
  • Holding regular project meetings to keep you informed.



    Implementation Infographics

    “The Vertafore implementation team couldn’t have been any better. We were able to convert all our data, including comments, notes, activities and T-files that we lost during the first transition attempt with another vendor.”

        -Tim Baxley
    Principal,Statewide Insurance Group


Vertafore. Unleash your potential.™

© 2013 Vertafore, Inc. and its subsidiaries. All rights reserved.

Call Vertafore at 1.800.444.4813.

Vertafore. Unleash your potential.

Follow us on: