Verity

What Is Verity?

Verity is a performance-based agency management system built for Managing General Agencies (MGAs), wholesale brokers, and insurance carriers. It consolidates the full policy lifecycle — from Customer Relationship Management (CRM), rating, and policy issuance to claims administration, billing, and document management — into a single, browser-based platform. Through role-specific dashboards and automated workflows, it enables staff to deploy and manage policies from any location, supporting both remote and hybrid work environments.

What Is Verity Best For?

Verity is best known for its task management and batch processing capabilities. The platform automatically generates diaries, so teams stay on top of assignments and follow-ups without manual tracking. Repetitive back-office tasks — including automated renewals, mass cancellations, and overnight report processing — are consolidated into single-step batch operations. Third-party platform analyses consistently flag this end-to-end workflow automation as a core operational advantage, particularly for MGA teams managing high policy volumes across distributed teams.

How Much Does Verity Cost?

Verity pricing likely starts at around $1,250/month for a typical mid-market deployment. However, the actual cost depends on factors such as organization size, deployment model, implementation scope, user count, and required modules or services.

Beyond the subscription, organizations may incur additional implementation and operational costs depending on their requirements.

• Implementation - Approximately $10,000–$50,000 for configuration, onboarding, and deployment
• Data Migration - Around $3,000–$20,000, depending on data volume and legacy systems
• Custom Integrations - Approximately $2,000–$25,000+ for API development and third-party connections
• Training And Onboarding - Estimated at $1,000–$7,500 for administrator and user training
• Additional User Licenses - Around $50–$150/user/month

Disclaimer: Pricing references are based on publicly available third-party information and industry benchmarks. Actual costs may vary.

Verity Integrations

The vendor hasn’t disclosed integrations information publicly.

How Does Verity Work?

Getting started with Verity means bringing your entire insurance operation into one connected, browser-based system. It includes the following steps:

• Log in to Verity's browser-based platform and access your role-specific dashboard
• Configure rating parameters to generate quotes quickly and accurately for agency partners
• Issue complex policies using your own forms and logic based on insurer, state, and coverage options
• Manage billing, collections, payment processing, and commission management from a single workflow
• Track and resolve claims end-to-end through the built-in claims administration module
• Automate renewals, mass cancellations, and overnight batch report processing to reduce manual workload
• Connect agency partners, insureds, and carriers via 24/7 self-service portals for real-time transactions
• Integrate external systems using 130+ APIs through API Connect to centralize all operations in Verity

Who Is Verity For?

Verity is well-suited for organizations in the following industries and sectors, which may include:

• Insurance
• MGA
• Wholesale Insurance

Verity Use Cases

After reviewing Verity's capabilities and services, a few consistent use patterns emerge. The platform tends to work best in these operational contexts:

MGAs Launching New Insurance Programs From Scratch

MGAs entering new specialty lines need a system built around their products and rating logic before go-live, and not one they adapt to afterward. VRC's implementation service covers operational review, gap analysis, and full product configuration, with VRC's team handling the build. The platform goes live shaped to the workflow, reducing pressure on internal staff during an already demanding launch period.

Wholesale Brokers Transitioning Off Legacy Systems

Brokers moving off aging infrastructure face a real risk of losing policy and claims history in the process. VRC's conversion service handles structured data migration into Verity, with continuity built in. For existing Velocity users, the transition is designed to require minimal retraining given the platforms' shared structure, making it a practical option for teams that can't afford operational downtime.

Distributed MGA Teams Managing Policy Operations Remotely

MGAs operating across locations — or with hybrid teams — often lose visibility as they scale. Verity's browser-based platform and role-specific dashboards give each staff member a function-calibrated view without requiring a shared office. Batch processing and task management let supervisors automate repetitive work and track assignments centrally, keeping operations coordinated regardless of where staff are working.

Carriers And Program Administrators With Non-Standard Workflow Needs

Off-the-shelf platforms often fall short for carriers with proprietary rating models or specialized portal requirements. VRC's custom development service builds directly within the Verity environment — covering custom agent, insured, and carrier portals at a fixed price. Because everything is built inside the core system rather than bolted on externally, data stays centralized and reconciliation overhead stays low.

Is Verity Right For You?

MGAs, wholesale brokers, and insurance carriers managing high policy volumes across distributed or remote teams will find Verity purpose-built for their operational complexity. Its end-to-end policy lifecycle management — from quoting and issuance to claims and accounting — eliminates the need for disconnected tools.

Organizations requiring carrier reporting, surplus lines, reinsurance tracking, and fiduciary accounting in one system benefit most. If consolidating multi-stakeholder workflows into a single, browser-based platform is the priority, Verity is worth evaluating.

Still not sure about Verity? Contact our support team at (661) 384-7070 for further guidance.