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.
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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
15 days
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minutes to cancel a Vertafore subscription.
How to Cancel Vertafore: Step by Step
If you purchased through Vertafore.com:
- Log in to your Vertafore account.
- Navigate to the Account Settings section.
- Locate the Subscription Management option.
- Select the subscription you wish to cancel.
- Click on the Cancel Subscription button.
- Follow any prompts to confirm cancellation.
- If you encounter issues, contact Vertafore customer service at 1-800-444-4813 for assistance.
Tips & Tricks for Canceling Vertafore
- 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.
Vertafore Customer Service Info
If you need assistance, here's how you can get in touch with Vertafore's support team.
Cancel Vertafore Script
Script
Copy
Dear Vertafore Team,
I hope this message finds you well. I am writing to formally request the cancellation of my subscription due to recent budget constraints. I appreciate the services provided, but unfortunately, I must prioritize other financial commitments at this time.
Please confirm the cancellation of my subscription and any final billing details at your earliest convenience. Thank you for your assistance.
Best regards,
Frequently Asked Questions
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.
- 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 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.
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.
- 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
We've actually written a step by step guide on how to get a refund from Vertafore. Check it out!
The Easiest Way to Cancel Vertafore
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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What Are Some Alternatives to Vertafore?
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Editorial Note: These articles reflect the opinions of Chargeback's writers. Everyone's situation is unique; therefore, it is important to conduct your own research and note that our self-help tools are not guaranteed to help with any specific problem.
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