7 - If you encounter issues, contact Vertafore customer service at 1-800-444-4813 for assistance.
Vertafore helps insurance agencies manage policies, billing, and payments through software like AMS360 that automates billing, invoicing, and payment tracking. They also offer Simply Easier Payments, a service that makes it quick and secure to pay online through credit cards or bank transfers, with automatic reminders and fast funding. Additionally, through their partnership with AFCO Direct, they provide easy premium collection and financing options, allowing consumers to pay insurance premiums fully or over time digitally. So if someone is getting billed by Vertafore, it likely relates to these automated payment and policy management services for insurance products.
Cancelling a Vertafore subscription is somewhat difficult because it requires contacting customer service directly, providing a significant notice period of 30 to 60 days, following up diligently, and verifying cancellation. The process is more time-consuming and requires multiple steps and documentation, making it moderately challenging for consumers.
Estimated Time
On average, it takes 35 minutes0035 minutes to cancel a Vertafore subscription.
How to Contact Vertafore
If you need assistance, here's how you can get in touch with Vertafore's support team.
Savings over 5 years from cancelling your $15/month subscription
Savings by cancelling
$0
vs
Loss if you keep paying
-$0
Tips and Tricks for Getting a Vertafore Refund
Call customer support early in the day to avoid long wait times and catch a representative who is more willing to help.
Be polite but firm when stating you want to cancel; emphasize dissatisfaction without aggression.
Request escalation to a supervisor or billing specialist if the initial representative refuses or delays cancellation.
Use language that references contract terms, such as insisting on the right to cancel at the end of the billing cycle or pointing out any failures on their part (like data migration issues).
Document all communications including names, dates, and times in case of disputes or continued charges.
If stuck in long contract terms, threaten to switch services citing poor customer service or data issues as reasons.
Attempt email cancellation requests to create a written record.
Try cancelling close to the renewal date but prior to the auto-renewal charge posting.
Be persistent and follow up regularly until cancellation is confirmed.
Why Do People Request Refunds from Vertafore
Billing discrepancies: Customers report being charged for more users than agreed upon, resulting in unexpected higher costs.
Poor customer support: Multiple unresolved support requests and lack of effective communication frustrate users.
Lack of resolution for issues: Ongoing problems with the service or billing without proper fixes or credits.
Unwanted or unused features: Customers may find the software includes features they do not need or use.
Bad product-customer fit: The software does not meet the specific needs of the user's business or is not as beneficial as expected.
Overpromising and unclear marketing messaging: Customers sign up without fully understanding the product, leading to dissatisfaction.
High cost or perceived lack of value: Users may feel that the subscription is too expensive compared to the benefits received.
Payment failures or complexities: Difficulties or errors in the payment process can prompt cancellations.
Preference for competitor products: Customers may find alternative software more aligned to their needs.
Contractual inflexibility: Users wanting to cancel early may be restricted by contract terms, leading to frustration.
Vertafore Refund Script
Script
Copy
Dear Vertafore, Support, I hope this message finds you well. I am writing to request a refund due to a billing issue that arose recently. I noticed an accidental charge on my account that I do not recognize, and I believe it may have been a mistake. I would greatly appreciate your assistance in processing this refund at your earliest convenience. Thank you for your attention to this matter. I look forward to your prompt response. Best regards,
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Vertafore Refund Policy
Vertafore's subscription policy states that the agreement automatically renews unless either party gives written notice at least 60 days before the term expires. Customers cannot terminate or reduce their license during the term, and charges paid are non-refundable unless otherwise specified. Upon termination or non-renewal, customers must stop using the service, remove copies, and have 30 days to request their data before it is deleted.
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The Easiest Way to Get a Vertafore Refund
If you’re frustrated trying to cancel your subscription, membership, or bill from Vertafore—or if you didn’t even realize you were being charged—Chargeback can help. Chargeback is a personal subscription manager that automatically detects hidden, recurring charges like Netflix, Hulu, and hundreds of others. With one click, we can cancel unwanted subscriptions, flag suspicious billing, and even initiate refund requests on your behalf. No more waiting on hold or navigating confusing help pages. Just connect your bank or email account, and we’ll take care of the rest.
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Frequently Asked Questions
Vertafore generally allows users to cancel their subscription, but cancellation is subject to the terms outlined in their standard agreement, which may require a notice period (typically about 60 days). Users should be aware that any outstanding fees must be settled before termination and there may be conditions related to contract renewal cycles or early termination that could impact the timing or cost of cancellation. It is important to review the specific terms in your contract as Vertafore's policies may include standard contractual obligations rather than typical "gimmicks" or tricky fees but still require adherence to notice and fee settlement requirements.
Billing discrepancies: Customers report being charged for more users than agreed upon, resulting in unexpected higher costs.
Poor customer support: Multiple unresolved support requests and lack of effective communication frustrate users.
Lack of resolution for issues: Ongoing problems with the service or billing without proper fixes or credits.
Unwanted or unused features: Customers may find the software includes features they do not need or use.
Bad product-customer fit: The software does not meet the specific needs of the user's business or is not as beneficial as expected.
Overpromising and unclear marketing messaging: Customers sign up without fully understanding the product, leading to dissatisfaction.
High cost or perceived lack of value: Users may feel that the subscription is too expensive compared to the benefits received.
Payment failures or complexities: Difficulties or errors in the payment process can prompt cancellations.
Preference for competitor products: Customers may find alternative software more aligned to their needs.
Contractual inflexibility: Users wanting to cancel early may be restricted by contract terms, leading to frustration.
Account holder's full name associated with the Vertafore service
Name of the Vertafore Solution (specific product or service being cancelled)
Order number or agreement reference for the subscription or service
Email address or written notice of cancellation sent (recommended: notices@vertafore.com)
Sixty (60) days advance notice of non-renewal prior to the end of the term, per contract
Reason for cancellation or termination for cause (if applicable)
Proof or documentation of cancellation request (such as email records or confirmation number)
Contact with account manager or customer support (through MyVertafore, chat, or email)
Certification of destruction/return of all Vertafore materials and data after termination
Payment of any outstanding balances or charges due upon termination
Request copy of your data within 30 days after cancellation, if needed
Before cancelling your Vertafore subscription, be aware that you will lose access to all associated services, including Sircon, where any usernames and passwords will become inactive immediately upon termination. Your rights to use or access Vertafore solutions will cease, and you must stop all use of these services. If you need to retrieve your client data, you must request extraction, which may incur fees and requires any outstanding payments to be settled. Additionally, Vertafore may delete your client data after cancellation according to their policies, though they may retain it for up to one year as required by law.
Vertafore's subscription policy states that the agreement automatically renews unless either party gives written notice at least 60 days before the term expires. Customers cannot terminate or reduce their license during the term, and charges paid are non-refundable unless otherwise specified. Upon termination or non-renewal, customers must stop using the service, remove copies, and have 30 days to request their data before it is deleted.
To cancel your Vertafore subscription, it appears you do need to authenticate through your account, which would require your password. If you do not remember your password, you can reset it by clicking the "Forgot Password" option on the Vertafore login page: https://support.vertafore.com/vf_VertaforeLogin. Alternatively, you can contact Vertafore support directly by phone at 1.800.444.4813 to inquire about cancellation options, though typically password or account verification is required for account changes.
We've actually written a step by step guide on how to get a refund from Vertafore. Check it out!
The cancellation process typically takes about 35 minutes to complete. However, the actual time may vary depending on your account settings and whether you need to contact customer service. Most cancellations are processed immediately, but some may take up to 24 hours to take effect.
After canceling your Vertafore subscription, you'll typically have access to the service until the end of your current billing period. You won't be charged for the next billing cycle, and your account will be deactivated once the current period ends. Make sure to download any important data before cancellation.
Yes, you can usually reactivate your Vertafore account by logging back into your account and resubscribing. However, you may need to go through the sign-up process again and provide payment information. Some services may offer special reactivation deals for returning customers.
If you're unable to cancel Vertafore online, contact their customer service directly using the phone number, email, or website provided above. You can also use our refund script to help you communicate effectively with their support team. In some cases, you may need to provide additional verification or documentation.
Editorial Note: The content on this site is provided for general informational purposes only and reflects the independent research, opinions, and editorial judgment of Chargeback's team. While we strive to ensure accuracy and relevance, the information may contain errors, omissions, or become outdated. Nothing on this site constitutes legal, financial, or professional advice, and we do not guarantee the effectiveness or outcome of any guidance provided. Individual results may
vary depending on specific circumstances.
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¹ Total savings is calculated based on internal annualized estimates of
savings for customers. ² Average requests times may vary depending on volume of requests
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