DENVER — May 26, 2026
Executive Summary
Vertafore has earned the 2026 Excellence in Customer Service Award from the Business Intelligence Group for the fourth consecutive year, recognizing the company’s continued focus on fast, expert, and customer-centered support across the insurance technology sector. The recognition highlights Vertafore’s investment in AI-powered support capabilities, deep insurance expertise, and high-quality customer engagement designed to help agencies, MGAs, and carriers maximize the value of their technology platforms and improve operational efficiency across the insurance distribution lifecycle.
Announcement Overview
Vertafore, a provider of insurance technology solutions serving more than 1.6 million insurance professionals, announced that it has received the 2026 Excellence in Customer Service Award from the Business Intelligence Group. The award recognizes organizations advancing customer engagement through responsive, high-quality service strategies and operational support innovation.
According to the company, Vertafore differentiates its support operations through a combination of industry expertise, AI-enabled workflows, and customer-focused service delivery designed to provide faster and more accurate support experiences. The company stated that the recognition reinforces its position as a trusted technology partner for independent agencies, MGAs, and carriers navigating increasingly complex insurance distribution operations.
Key Announcement Details
- Announcement Type: Customer Service Award Recognition
- Award Name: 2026 Excellence in Customer Service Award
- Awarding Organization: Business Intelligence Group
- Recognition Milestone: Fourth consecutive year
- Company: Vertafore, Inc.
- Industry Focus: Insurance Technology
- Primary Recognition Area: Customer support and service excellence
- Technology Focus: AI-powered customer support capabilities
- Customer Segments: Independent agencies, MGAs, and insurance carriers
- Insurance Professionals Supported: More than 1.6 million
- Operational Focus: Faster, expert, and empathetic customer support
- Strategic Priority: Customer success and operational efficiency
- Support Model: High-quality interactions over volume-driven support
- Platform Mentioned: QQCatalyst
- Headquarters: Denver, Colorado
- Distribution Strategy: Distribution Velocity
- Core Operational Areas: Sales, servicing, underwriting, accounting, compliance, and back-office operations
- Industry Reach: Supports more than 95% of top agencies and insurers
- Compliance Market Presence: Approximately 50% of industry compliance transactions
- Announcement Date: May 26, 2026
Vertafore Earns 2026 Excellence in Customer Service Award
Vertafore announced that it has earned the 2026 Excellence in Customer Service Award from the Business Intelligence Group.
According to the company, the recognition marks the fourth consecutive year that Vertafore has received the award, reinforcing the company’s continued focus on customer satisfaction, operational responsiveness, and service quality across the insurance technology industry.
The company stated that the award recognizes organizations transforming how businesses engage with customers through high-quality support experiences, operational consistency, and customer-centered service strategies.
Key highlights from the announcement include:
- Fourth consecutive Excellence in Customer Service Award
- Recognition from the Business Intelligence Group
- Continued investment in AI-powered support capabilities
- Focus on fast and accurate customer support
- Support operations serving agencies, MGAs, and carriers
- Technology ecosystem supporting more than 1.6 million insurance professionals
Vertafore stated that its customer support strategy prioritizes meaningful and solution-focused interactions over traditional volume-driven service models.
Vertafore Solutions Support More Than 1.6 Million Insurance Professionals
According to the announcement, Vertafore’s technology solutions currently support more than 1.6 million insurance professionals operating across:
- Independent agencies
- Managing General Agents (MGAs)
- Insurance carriers
The company stated that its technology infrastructure combines:
- Deep insurance industry expertise
- Continuous platform innovation
- Customer success initiatives
- Specialized insurance technology systems
- Data-driven operational capabilities
Vertafore described its technology ecosystem as a trusted operational backbone supporting insurance distribution workflows across multiple areas of the insurance value chain.
The company stated that its platform capabilities are designed to help insurance organizations:
- Improve workflow efficiency
- Reduce operational friction
- Accelerate servicing operations
- Enhance underwriting workflows
- Strengthen accounting operations
- Support compliance activities
- Improve scalability across insurance distribution operations
According to Vertafore, its operational approach focuses on enabling insurance organizations to adapt faster while supporting long-term growth and operational modernization initiatives.
Customer Experience and Support Strategy
The company stated that the award recognition reflects Vertafore’s broader customer support philosophy centered on accessibility, responsiveness, and industry-specific expertise.
According to the announcement, Vertafore differentiates its support operations by prioritizing:
- Meaningful customer interactions
- High-quality service experiences
- Expert-led support delivery
- Fast issue resolution
- AI-enabled operational support
- Customer education and platform guidance
The company also noted that AI-powered operational tools are being used to support customer service teams in delivering faster and more effective support experiences.
Vertafore stated that its customer service strategy is designed to help agencies, MGAs, and carriers maximize the operational value of their technology investments while minimizing workflow friction.
Customer Commentary
Frank DeDonato, vice president at Skyla Financial Solutions, Skyla Federal Credit Union, commented on the company’s customer support experience with Vertafore’s QQCatalyst platform.
“Vertafore’s support team is incredibly attentive and professional, taking the time to ensure I understand both the fundamentals and full capabilities of QQCatalyst. They meet me at my level, encourage questions and make me feel like a genuine partner. That level of care and accessibility gives me confidence in the platform and reinforces our decision to grow with Vertafore.”
The company stated that customer accessibility and platform support remain central components of its long-term customer success strategy.
AI-Powered Support and Operational Efficiency
According to Vertafore, the company continues investing in AI technologies designed to improve support responsiveness, operational speed, and service quality.
The company stated that AI-enabled systems are helping support teams:
- Deliver faster responses
- Improve support accuracy
- Enhance workflow efficiency
- Provide clearer customer guidance
- Reduce operational friction
- Support business continuity for customers
Vertafore noted that these initiatives are intended to strengthen customer outcomes while improving day-to-day operational experiences across insurance distribution workflows.
The company also stated that AI investments are focused on enabling support experts to operate more efficiently while maintaining high-quality customer engagement standards.
Executive Commentary
Rick Warter, chief customer officer at Vertafore, said the company’s support strategy remains centered on helping customers achieve measurable value from their technology investments.
“Our support team is focused on helping customers get real value from our solutions every day. We measure our success by our customers’ success. That’s why we’re investing in AI to make our experts faster and more effective, so customers can get clear answers quickly and keep their business moving without friction.”
According to the company, these initiatives align with Vertafore’s broader efforts to strengthen operational performance and improve customer experiences throughout the insurance distribution lifecycle.
Vertafore’s Role Across the Insurance Distribution Lifecycle
Vertafore stated that the recognition reinforces the company’s role as a trusted technology partner across the insurance industry.
According to the announcement, the company supports organizations navigating increasing complexity across distribution and operational workflows, including:
- Sales operations
- Servicing workflows
- Accounting systems
- Underwriting functions
- Back-office operations
- Compliance management
- Distribution processes
The company stated that its operational framework is designed to help customers overcome distribution drag while enabling faster adaptation and smarter growth strategies.
Vertafore also noted that its platform infrastructure supports operational flow across agencies, MGAs, and carriers operating in increasingly data-driven insurance environments.
Distribution Velocity Strategy
Vertafore stated that it powers what the company describes as “Distribution Velocity,” an operational framework designed to accelerate workflows and reduce friction throughout the insurance value chain.
According to the company, Distribution Velocity focuses on:
- Workflow acceleration
- Operational scalability
- Data-driven decision support
- Insurance distribution efficiency
- Integrated operational systems
- AI-enhanced insurance operations
The company stated that its technology ecosystem is designed to eliminate operational bottlenecks and improve performance across insurance servicing and distribution activities.
Vertafore also noted that its systems support both operational continuity and scalable growth initiatives for insurance organizations adapting to evolving market demands.
About Vertafore
Vertafore provides insurance technology solutions designed to accelerate operations across agencies, MGAs, and carriers throughout the insurance distribution lifecycle.
The company stated that it powers Distribution Velocity by providing:
- Core digital insurance systems
- Specialized AI capabilities
- Data-driven operational infrastructure
- Workflow automation tools
- Compliance support systems
- Insurance servicing platforms
According to the company, Vertafore supports:
- More than 95% of the top agencies and insurers
- Approximately 50% of industry compliance transactions
Vertafore stated that its operational framework is designed to help insurance organizations improve speed, scalability, and operational confidence across modern insurance distribution environments.
The company is headquartered in Denver, Colorado.
Media Contact
For additional information, visit vertafore.com.
Source Attribution
Source: Company announcement
