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Details

Year of Investment: 2016
Portfolio Status: Current
Headquarters: Bothell, WA
vertafore.com

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 Bothell, WA, with operations across the United States and Canada.

Vista Equity Partners Fund VI and Bain Capital completed a buyout of Vertafore in June 2016.