Private Equity Portfolio
Agency management, compliance, workflow, and data solutions for the Property and Casualty insurance broker and carrier market.
Vertafore, Inc. is a leading provider of agency management, compliance, workflow, and data solutions to the Property and Casualty insurance broker and carrier market. Its primary software offering is a comprehensive agency management platform which provides accounting, customer and policy management, quoting, compliance, and reference materials sold to insurance brokers of all sizes. Vertafore also offers ratings, information, and analytics solutions to carriers and managing general agents, as well as licensing and compliance solutions and an online content platform. Vertafore was founded in 1969 and serves over 26,000 customers.
Vertafore is headquartered in Denver, CO with operations across the United States and Canada.
Vista Equity Partners Fund VI and Bain Capital completed a buyout of Vertafore in June 2016.
VUE Software provides technology solutions and a distribution management software suite to insurers, MGAs, and insurance distributors in the life and annuity, health, and property and casualty markets. The Company’s platform combines electronic onboarding, recruiting, compensation management, compliance, producer self-service portals, and integrated analytical tools into a single platform.
Vertafore acquired VUE Software in April 2019.
RiskMatch is a leading provider of insurance focused business intelligence and analytics. RiskMatch provides web-based portfolio management, industry benchmarking, and information management services to insurance brokers and carriers throughout the U.S.
Vertafore acquired RiskMatch in April 2017.