Headquarters:

Denver, Colorado

Year founded:

1969

Number of employees:

2,400

Phone:

800 444 4813

Email:

contact@autograb.com.au

Website:

vertafore.com

LinkedIn:

linkedin.com/company/vertafore

“We prioritise embracing cutting-edge technologies, creative problem solving and continuous improvement to enhance our premium funding solutions and provide exceptional value to our clients”

Brett Bastow, IQumulate Premium FundinG

Amy Zupon

Chief Executive Officer

James Thom

Chief Product Officer

Rick Warter

Chief Customer Officer

Leadership

Amy Zupon is a veteran software and data solutions executive, having spent two decades in senior leadership roles in the B2B software industry. As Vertafore’s CEO, she has a strong passion for providing an exceptional experience and products that deliver real value and performance for the company’s customers. Her approach drives Vertafore’s commitment to continuous improvement through a vibrant company culture that inspires employees to innovate and be creative to solve customers’ ever-changing needs.

Chief Executive Officer

Amy Zupon

James Thom joined Vertafore in 2017 to lead corporate development and strategy, shepherding the company through major acquisitions and its transition in ownership to Roper Technologies. Today, he oversees Vertafore’s product management organization as chief product officer. With extensive experience in strategy, technology, and insurance, he and his team are driving Vertafore’s leadership in insurance technology. Previously, he was a strategy consultant at McKinsey & Company with a focus on financial services. He also served in a variety of finance and strategy roles in the telecommunications industry with Telus Communications, a leading Canadian telecommunications company.

Chief Product Officer

James Thom

Rick Warter brings nearly three decades of experience as a successful professional services executive to his role at Vertafore. He’s held management roles with Accenture, AT&T Wireless Services, Oracle Corp., and Point B. In addition, in 2012, he started Breo Solutions, a management consulting firm. During his career, Warter has been responsible for providing overall strategic direction, ensuring the satisfaction of clients, attracting, developing, and retaining employees, and driving results within organizations. He has broad leadership experience in telecommunications, high technology, and healthcare, serving some of the largest, most respected companies in Colorado.

Chief Customer Officer

Rick Warter

BRETT BASTOW, IQUMULATE PREMIUM FUNDINGs

Leadership

Tracey Brown

Senior Vice President and General Manager

Tracey Brown leads Vertafore’s solutions that simplify insurance distribution management and regulatory compliance. She brings 25 years of experience managing product management, client experience, client service, and professional service teams. Throughout her career, Brown has partnered with boards of directors to turn around the operations and culture of Fortune 500 companies, provided thought leadership and operational expertise around the design and execution of technologies in the human resources and financial services industries and driven significant year-over-year growth and value to her customers.

Senior Vice President and General Manager

Tracey Brown

Balaji Devarasetty

Chief Technology Officer

Balaji Devarasetty is a seasoned technology executive with over 20 years of experience in banking, crypto, and payments. As the CTO at Vertafore, he drives innovation and growth, overseeing product engineering, cloud infrastructure, and SaaS operations, shapes the product roadmap, and fosters key client and partner relationships. Prior to joining Vertafore, Devarasetty was CPTO at Paya, leading platform transformation and ensuring competitiveness in the payments landscape. His strategic vision earned him a spot on the 2023 Constellation Research Business Transformation 150 list, recognizing his ability to leverage digital technologies for business transformation.

Chief Technology Officer

Balaji Devarasetty

Stevens & Associates Lawyers is a leading and trusted employment law firm based in Sydney known for delivering high-quality legal expertise in the area of employment law and industrial relations across Australia, alongside a proven track record of effectively and swiftly resolving a variety of workplace law issues. In the past year, the firm’s growth has been notable. It has: • experienced a 213% growth in the number of client matters, increasing from 149 client matters in the 2022 financial year to 390 client matters in the 2023 financial year • improved its online visibility, leading to over 50 online enquiries each month and a conversion rate of client leads of up to 40% • significantly expanded the breadth and type of matters that it advises on day to day, which has increased the firm’s skillsets, diversity and resilience • expanded its community outreach by collaborating with local Sydney venues for client seminars and continuing active participation in a Sydney small/family business group Stevens & Associates Lawyers has adapted to digital trends by implementing an effective strategy with SEO and web design, resulting in a structural shift that has seen increased representation of employees where the firm previously mainly advised employers. The firm’s recognition as a “Fast Firm” attests to its momentum in the employment law space.

“IQumulate is on a technology journey, and we’re just getting started”

Wayne Tower, IQumulate Premium Funding

Denis Flora

National Customer Manager – Insurance

Uttara Rajan

Head of HR, People and Culture

Anu Ratha Baskaran

Director of Sales – Malaysia

Pam Chhabra

Manager – Residential Strata

Denis Flora is the national customer manager – insurance at AutoGrab. With over 25 years of expertise in motor claims, assessing, repairs and customer management, he is recognised for delivering innovative, customer-focused solutions that connect insurance with technology. He has been instrumental in advancing digital transformation and vehicle data strategies within the industry. As a passionate advocate, Flora actively contributes through thought leadership, professional networks, and strategic partnerships. His efforts are dedicated to enhancing claims efficiency, reducing costs and improving outcomes throughout the insurance value chain.

National Customer Manager – Insurance

Denis Flora

Uttara Rajan is the head of HR, people and culture at AutoGrab, joining the company in May 2024. A seasoned human resources leader, she oversees all facets of talent management, performance and cultural development. Before AutoGrab, Rajan led people and culture initiatives at Starshipit and served as human resources director at Hilton. She also played key HR roles at Afterpay during its merger with Touchcorp and managed HR operations for American Apparel across the UK, Ireland and Sweden. Rajan’s strategic vision and people-focused approach are instrumental in shaping AutoGrab’s culture as the company expands across Australia, New Zealand, Malaysia and the UK.

Head of HR, People and Culture

Uttara Rajan

Anu Ratha Baskaran brings over 20 years of experience across the automotive, insurance and digital technology sectors, with deep expertise in business strategy, partnerships and operational execution. She has a strong track record in leading growth initiatives, building strategic collaborations and delivering innovative solutions that address key industry challenges, particularly in the consumer business, including automotive, home and medical segments. Baskaran works closely with insurers, digital platforms and financial institutions to drive adoption, improve efficiency and create long-term value. Passionate about transformation, she is committed to shaping a smarter, more connected ecosystem.

Director of Sales – Malaysia

Anu Ratha Baskaran

Stephen McMillan first entered the financial services Industry when he joined GE Capital as a finance analyst in 2008, from which he progressed through roles working both onshore and offshore. From there, he moved into Pacific Premium Funding as a financial planning and analysis leader in 2012 and was a key resource in the evolution of the business, first with the successful sale to Macquarie Pacific Funding and then the following progression into IQumulate Premium Funding, where he is now the commercial manager. As commercial manager, McMillan leads a team that is responsible for commercial analysis and business support, identifying and reporting improvement initiatives, and the securitization and treasury functions of the business.

Commercial Manager

Stephen McMillan

One culmination of these efforts has been the real-world, needs-based IQEdge solution. A one-stop online quoting tool designed for both the Australian and New Zealand markets, IQEdge delivers quotes in under 60 seconds. Plus, the solution offers quote comparison and quote versioning capabilities, enabling users to review vital historical and financial data in a single page view. IQEdge can streamline and automate application processing, underwriting document verification and payment collection, cutting the need for manual labour and minimising processing errors. A digital “self-service” platform, IQEdge, reduces the need for customer and administrative support. Meanwhile, borrowers can access their accounts, make payments and manage their policies independently and through sales and support teams, which are always available for further assistance. “We’ve created a quality platform that simplifies the quoting process yet amplifies the customer experience,” says Gordon. “It’s a real game changer.” IQumulate offers an online digital quoting tool to clients. The best-in-market solution enables IQumulate to tailor funding offerings to brokers that align with their prefered distribution channel.

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What does IQumulate have in mind for the future? “IQumulate is on a technology journey, and we’re just getting started,” says Wayne Tower, CEO. “Through continuous engagement with our clients, partners, marketplace and industry, we will listen to the needs as they arise and position our business to be agile and respond to changes as they occur. “Faster decision-making innovations such as AI-powered decision support systems can expedite the underwriting and approval process, leading to quicker responses to clients. This can improve client satisfaction and potentially attract more business, with the potential to allow IQumulate to capture a larger market share, whilst continuing to deliver service excellence to clients.” “As forward-thinkers with a digital and ‘do it better’ mindset, we collectively and proactively look to learn and improve on our customer experience for our clients, paving the way for successful business outcomes for our clients and our business in the coming years ahead. “We’re excited for the future and look forward to what’s on the horizon.”

What does IQumulate have in mind for the future? “IQumulate is on a technology journey, and we’re just getting started,” says Wayne Tower, CEO. “Through continuous engagement with our clients, partners, marketplace and industry, we will listen to the needs as they arise and position our business to be agile and respond to changes as they occur. “Faster decision-making innovations such as AI-powered decision support systems can expedite the underwriting and approval process, leading to quicker responses to clients. This can improve client satisfaction and potentially attract more business, creating a competitive advantage with the potential to allow IQumulate to command premium pricing or capture a larger market share. “As forward-thinkers with a digital and ‘do it better’ mindset, we collectively and proactively look to learn and improve on our customer experience for our clients, paving the way for successful business outcomes for our clients and our business in the coming years ahead. “We’re excited for the future and look forward to what’s on the horizon.”

Adam Basaldella

Manager – Claims

Product Manager

Claire Watson

Commercial Manager

Stephen McMillan

Claire Watson

Product Manager

Claire Watson

Product Manager

Claire Watson

“We’re proud of our tech, but at the end of the day, it’s not about the software; it’s about helping people work better”

Spokesperson, Vertafore

"Vertafore is focused on being the partner for the future of this community by innovating in ways that bring value to each of our users.”

Amy Zupon, Vertafore

Ivan Verescuk

Chief Executive Officer and Managing Director

Shaun O’Brien

Head of Underwriting

Emily Walker

Head of Strata and Development

Rex Oakman

Head of Operations and Risk

Sandy Newton

Head of Underwriting

Andrew Mitchell

Manager – NSW

Michael Prokopis

Manager – Southern Region

Pam Chhabra

Manager – Residential Strata

Jeffrey Valdivia

Manager – Commercial Strata

Adam Basaldella

Manager – Claims

For over 55 years, Vertafore has been embedded in the fabric of the North American insurance industry. But its longevity isn’t what earned the company a 2025 Global 5-Star Technology and Software Providers award from Insurance Business. It’s the company’s relentless focus on building solutions that simplify the insurance life cycle, backed by deep roots in the sector and a long-term vision to support the entire distribution channel. Vertafore believes that insurance is based on relationships and technology should make those relationships stronger. The company grounds its vision in the real-world needs of independent agencies, MGAs, carriers, and regulators. Vertafore is unique in that it serves the full independent insurance distribution lifecycle. That breadth gives Vertafore an unparalleled view into what the industry needs now and what it will need in the future. Its solutions connect front-line agencies with underwriting carriers, managing general agents with retail brokers, and insurance professionals with regulators. That scale has translated into three primary focus areas: The connecting agency, through its integrated AgencyOne platform Supporting MGAs with essential systems and speed-to-market tools like MGA Systems and Surefyre Helping insurers streamline licensing, compensation, and onboarding with its Sircon suite Behind those solutions is a team of 2,400 people, experts in tech, regulation, and insurance, who are encouraged to experiment, collaborate, and stay close to customers. This customer-first approach is deeply embedded in the company’s strategic focus, as is “The Vertafore Way,” a set of six guiding principles that emphasize action, accountability, curiosity, and teamwork. “Vertafore has served the insurance community for over 55 years, and that is not something we take lightly,” said Amy Zupon, Vertafore CEO. “And while we’re proud of our history, a technology company like ours does not remain at the top of an industry like ours without constantly thinking about what’s next. Vertafore is focused on being the partner for the future of this community by innovating in ways that bring value to each of our users.”

Vertafore was acquired by Roper Technologies in 2020, finding it’s “forever home.” With that backing, Vertafore can prioritize its partnership mindset and solutions that are built to deliver lasting gains for customers over short-term results. Vertafore reinvests approximately 24% of its annual revenue in research and development. Leadership at Vertafore reflects that strategy-minded approach. CEO Amy Zupon, who joined in 2016, has fostered a culture built on innovation and continuous improvement. Her background in software and data informs a hands-on, experience-driven view. Chief product officer James Thom brings experience from past roles at McKinsey and Telus to steer product direction with a blend of strategy and extensive sector understanding. Meanwhile, chief customer officer Rick Warter ensures that every Vertafore customer gets the most value out of their technology investment through comprehensive education, seamless onboarding, and ongoing long-term support. Tracey Brown, SVP and general manager, leads Vertafore’s efforts to enhance the agent-carrier relationship and regulatory compliance, drawing on 25 years of cross-industry leadership in client service and operations. And Balaji Devarasetty, who joined in 2025 as chief technology officer, brings deep expertise in banking, crypto, and payments and now oversees product engineering, cloud infrastructure, and SaaS operations at Vertafore. Vertafore’s focus on partnership extends across the industry. Its Orange Partner Program, described as an industry first, vets and connects complementary third-party solutions so that customers aren’t left guessing which tools will work best with their existing Vertafore stack. For Vertafore, it’s about giving people the confidence to do their best work. Whether that means helping agencies stay connected through AgencyOne, supporting carriers with compliance through Sircon, or giving MGAs tools to move faster, every solution is built with purpose. The technology is there to make work easier, but the real goal is to make insurance distribution that is simpler, smarter, and more human.