Vertafore Launches Agency CRM System Built on Microsoft Dynamic CRM

The Vertafore Agency SalesTrack solution provides independent agents with a sales management tool to navigate the sales process from lead through sale.

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Vertafore (Bothell, Wash.) has launched Vertafore Agency SalesTrack, a customer relationship management system customized for independent agents and built on Microsoft Dynamics CRM. SalesTrack integrates with the vendor’s AMS360 agency management system to centralize customer information and increase visibility into the key performance indicators (KPIs) impacting insurance sales. Vertafore and Microsoft partnered to create this solution, with an aim to giving agents a competitive advantage to improve win rates, shorten sales cycles, maximize deal profitability, and better align with the customer buying process.

Greg Wright, SVP, Agency and Carrier Solutions, Vertafore.

Greg Wright, SVP, Agency and Carrier Solutions, Vertafore.

“Built on Dynamics CRM, Vertafore’s Agency SalesTrack solution addresses the key challenges insurance agents face today,” comments Tom Feher, U.S. Financial Services Industry Director, Microsoft Corporation. “Working with the rich features and capabilities of Dynamics CRM, Vertafore’s SalesTrack Solution provides a 360 view of their production pipeline as well as the details needed to service clients. This increases agent productivity by eliminating duplicate data entry, enabling agents to not only meet their sales quota, but also provide exemplary service to their clients.”

A Vertafore statement characterizs SalesTrack as streamlining and supporting sales operations, providing the infrastructure agents need for ongoing account management from the prospect stage to conversion as a customer. The software’s integration with AMS360 provides a 360-degree view into the entire customer journey, eliminating the need for duplicate data entry—one of the most common sources of error and delay, a vendor statement notes. Vertafore Agency SalesTrack is highly customizable to meet the needs of producers as well as managers, with personalized dashboards to display individually tailored KPIs, open leads, and sales target progress, in addition to providing aggregate views of team and campaign performance, according to the vendor.

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“We evaluated the major software providers in the CRM space, and we are really excited to partner with Microsoft Dynamics,” comments Greg Wright, SVP, Agency and Carrier Solutions, Vertafore. “Together, we’re developing solutions for the independent insurance channel at incredible speed. The launch of Vertafore Agency SalesTrack helps independent agencies adapt and meet the evolving need of consumers and the insured so producers can focus on what they do best: selling insurance.”

Anthony R. O’Donnell // Anthony O'Donnell is Executive Editor of Insurance Innovation Reporter. For nearly two decades, he has been an observer and commentator on the use of information technology in the insurance industry, following industry trends and writing about the use of IT across all sectors of the insurance industry. He can be reached at or (503) 936-2803.

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