Transformative technology for the modern agent

We believe insurance is about relationships. Your technology should make them stronger. Request more information about the Patriot Growth preferred partner offerings from your Vertafore account team.

Patriot Growth Insurance Services + Vertafore combined logos

Because we believe in powering the possible for EVERY agency

Your goals, your focus, and your clients are unique to your independent insurance agency.

We're obsessed with building smart, innovative tools that support your business in today’s digital world. We design solutions for the way YOU work and empower you to build the tech stack that supports your needs in the four areas of modernization that have been proven to support growth:

  • Managing your agency
  • Engaging with your clients
  • Real-time connectivity with your carriers
  • Leveraging data for agency growth and better client service
Agency modernization can lead to more revenue growth.

Industry-leading approach to product innovation

Purpose-built for insurance

Insurance is all we do, so our technology is designed exclusively for our industry.

Agile

Leverage the latest technology and meet your changing needs with solutions that are built to evolve over time.

Open architecture

With our API, microservice-enabled platform our products work together AND work with best-in-industry partners.

Focused on partnership

Partnership is in our DNA, from collaborating with you to working with industry leaders on best practices.

Patriot Growth Partner Package

We make insurance distribution easier and smarter, so you have more time to do what you do best – protect, advise and service your clients.

  • Fewer clicks
  • Less duplication  
  • Automated workflows
  • More time back
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Your roadmap to modernization...

Agency Management

With our end-to-end approach to simplifying and automating the insurance lifecycle, modern agencies turn to Vertafore to increase productivity, drive growth, improve their team's daily experience, and find more time for clients.

BenefitPoint

The management solution created for the unique needs of your benefits business.

Client Digital Experience

A modern agency should be obsessed with their customers’ and employees’ experiences. Vertafore’s suite of solutions drives an improved customer experience, automated engagement, and increased retention.

Market Connectivity

Meet client expectations with the most comprehensive and easy-to-use rating solutions on the market. Vertafore’s solutions create competitive advantages that help you close business faster.

Learn more about AMS360 and BenefitPoint

AMS360 Patriot Core Data Sheet

The foundational agency management system for Patriot's core business needs

View resource
BenefitPoint Patriot Data Sheet

Boosting Patriot's benefits business

View resource

Your dedicated Vertafore Account Team

Elizabeth Bouchard headshot

Elizabeth Bouchard, Account Director

As the leader of your relationship with Vertafore, I look forward to working with you to drive efficiency and increase productivity through our solutions and partnership with Patriot Growth.  My team and I are here to listen and help you unlock the power of technology."

Charlotte Pierce Vertafore head shot

Charlotte Pierce, Relationship Manager

As your Relationship Manager my priority is to ensure our solutions streamline the efforts needed to run your agency successfully.   I will work with you to drive success through our technology; I hope to bring a heightened level of service through our partnership!"

Learn more about Patriot Growth’s preferred partner package by requesting additional information from your Vertafore account team!

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Connect your favorite solutions

The Vertafore Orange Partner Program brings together complementary solutions that bring best-in-class capabilities to the Vertafore suite of products.  The Orange Partner Program provides a forum for customers to take advantage of these solutions through integration with Vertafore products using available APIs.