2013 RAVE Award Winner: VERTEX

To what do you attribute the positive ratings from your customers? Brazeal: “We attribute our ratings to a combination of business experience and system knowledge and our dedication to solving sales and operational challenges within life and annuity insurance organizations.” 

How do you communicate with your insurance carrier customers to meet their needs?Brazeal: “We continually solicit feedback on our products and services in an effort to improve and evolve. From a relationship management perspective, we are in constant contact with our clients. From a software maintenance standpoint, we hold monthly user meetings and an annual conference where clients are given the opportunity to share experiences with their peers to determine how they can be more efficient using the tools and services we provide them.”