Vertafore
999 18th Street, 4th Floor,
Denver, 80202, CO,
United States
Denver, 80202, CO,
United States
1 800-444-4813
Professional Services
Vertafore Technographics
Vertafore Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Vertafore and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2500 Vertafore employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Vertafore has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2016, Hirebridge Applicant Tracking for Applicant Tracking System in 2014, Vertafore AMS360 for Agency Management in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Vertafore is running and its propensity to invest more and deepen its relationship with Oracle , SAP , Hirebridge or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Vertafore revenues, which have grown to $390.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Vertafore intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Vertafore Tech Stack and Enterprise Applications
Vertafore ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Oracle E-Business Suite | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2016 | 2016 |
In 2016, Vertafore migrated from Oracle E-Business Suite to Oracle NetSuite ERP to consolidate its ERP Financial environment and centralize core accounting workflows. The implementation positioned Oracle NetSuite ERP as the primary finance system for accounts payable, accounts receivable, general ledger processing, and financial reporting within the finance and accounting organization.
Configuration focused on native general ledger and reconciliation capabilities, with routine operational use including creating journal entries, extracting standard and customized reports, and employing NetSuite native reconciliation features for account matching and balance validation. The deployment made extensive use of CSV template uploads for transactional and opening balance loads, and staff developed customized report definitions to support month end reporting and ad hoc financial analysis.
Operational scope centered on daily finance users who perform transaction entry, reconciliation, and reporting tasks, reinforcing centralized transaction processing and consistent ledger controls. The project documented journal entry workflows and standardized CSV upload templates to enforce data quality and repeatable upload processes, aligning operational procedures with the system configuration.
Governance emphasized defined entry and reconciliation procedures, role-based access for finance personnel, and the use of built-in NetSuite reporting and reconciliation tools to support period close activities. Vertafore staff demonstrate daily familiarity with Oracle NetSuite ERP functions, including journal creation, report extraction, customized reporting, native reconciliations, and template-based data loads, reflecting embedded operational reliance on the ERP Financial application.
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Expense Management | ERP |
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2011 | 2011 |
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Vertafore HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Hirebridge | Legacy | Hirebridge Applicant Tracking | Applicant Tracking System | HCM | n/a | 2014 | 2014 |
In 2014, Vertafore deployed Hirebridge Applicant Tracking as its Applicant Tracking System on the company website. The Hirebridge Applicant Tracking implementation centralized online job postings and application capture to support Talent Acquisition and recruiting workflows at Vertafore.
The implementation configured core Applicant Tracking System capabilities common to the category, including career site application forms, job requisition publishing, candidate record management, resume parsing and staged hiring workflows. Configuration emphasized branded career page integration and automated candidate routing to hiring managers and recruiters, enabling standardized screening and interview scheduling processes.
Integration work focused on embedding the Hirebridge Applicant Tracking experience into Vertafore’s public careers site to capture applications and maintain a centralized candidate database for HR and recruiting teams. Operational ownership is described at the Talent Acquisition and HR function level, with recruiters and hiring managers using the system for requisition tracking and candidate status updates across the organization.
Governance of the system included defined hiring workflow controls and role-based access for recruiters and managers, along with configuration of application intake and record retention consistent with recruitment process controls. The narrative centers on Vertafore, Hirebridge Applicant Tracking, Applicant Tracking System and the core business function of Talent Acquisition and recruiting.
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Compensation Management | HCM |
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2016 | 2016 |
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Core HR | HCM |
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2014 | 2018 |
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Core HR | HCM |
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2011 | 2011 |
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Learning and Development | HCM |
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2016 | 2016 |
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Payroll | HCM |
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2010 | 2018 |
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Performance and Goal Management | HCM |
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2011 | 2011 |
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Vertafore ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Vertafore | Legacy | Vertafore AMS360 | Agency Management | ERP Services and Operations | n/a | 2018 | 2018 |
In 2018, Vertafore began using Vertafore AMS360 as its Agency Management application on the company website, establishing a web-facing instance of the platform to surface agency operations and client-facing policy information. The deployment focuses on providing Agency Management capabilities directly through web channels to support insurance distribution workflows and centralized access to policy and account records.
Vertafore AMS360 is configured to deliver core Agency Management functional modules including policy administration, client management, billing, document management and workflow automation, with the full product name Vertafore AMS360 used for administration and user access. Operational governance is managed by internal administrators who control configuration, role based access for sales, service and policy administration teams, and the content published to the website. The implementation concentrates on instrumenting standard Agency Management processes for policy lifecycle and client servicing within the Vertafore AMS360 environment.
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Travel Management | ERP Services and Operations |
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2011 | 2011 |
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Vertafore AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Chatbots and Conversational AI | AI-Powered Application |
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2017 | 2017 |
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Chatbots and Conversational AI | AI-Powered Application |
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2021 | 2021 |
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Vertafore Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Audio Video and Web Conferencing | Collaboration |
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2017 | 2017 |
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Collaboration | Collaboration |
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2015 | 2015 |
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Vertafore Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Web Content Management | Content Management |
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2020 | 2020 |
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Vertafore CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2020 | 2020 |
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Account Based Marketing | CRM |
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2021 | 2021 |
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Call Center | CRM |
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2019 | 2019 |
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Customer Experience | CRM |
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2017 | 2017 |
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Customer Experience | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2016 | 2016 |
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Sales Engagement | CRM |
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2017 | 2017 |
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Vertafore ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2017 | 2017 |
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Application Performance Management | ITSM |
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2021 | 2021 |
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Vertafore PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2017 | 2017 |
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Vertafore IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Vertafore
| First Name | Last Name | Title | Function | Department | Phone | |
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CHRO | CXO | HR | |
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VP HR | VP | HR | |
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Director, Human Resources | Director | HR | |
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Director Total Rewards | Director | HR | |
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Director of Sales Enablement | Director | Sales | |
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Chief Sales & Marketing Officer | CXO | Marketing | |
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VP Sales | VP | Sales | |
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Director, Sales & Account Management | Director | Sales | |
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VP Operations | VP | Operations | |
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VP Sales and Marketing Operations | VP | Marketing | |
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Director, Sales & Account Management | Director | Sales | |
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Senior HR Business Partner | Manager | HR | |
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Accounts Receivable Director | Director | Finance | |
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Accounts Receivable Analyst | Manager | Finance | |
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Vice President Finance | VP | Finance | |
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VP Operations | VP | Operations | |
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Senior Vice President, Finance & Operations | VP | Finance | |
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Senior Director, Operations | Director | Operations | |
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Salesforce Administrator | Manager | Marketing | |
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Senior Salesforce Administrator | Manager | Marketing | |
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Apps Being Evaluated by Vertafore Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Vertafore IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Vertafore digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Vertafore Technographics
Vertafore is a Professional Services organization based in United States,
with around 2500 employees and annual revenues of $390.0 million.
Vertafore operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Hirebridge Applicant Tracking and Vertafore AMS360,
covering areas like ERP Financial, Applicant Tracking System and Agency Management.
Vertafore has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Hirebridge and Vertafore.
Vertafore recently adopted applications including
Ruby Live Chat in 2021, Zoominfo Platform in 2021 and Salesforce Marketing Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Vertafore’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Vertafore’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Vertafore technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.