Our Company

Competence, Experience & Confidence

The most competent, experienced, and knowledgeable professionals in the insurance and financial industries can be found at VERTEX.

Established in September, 1991 we are an employee-based firm and remain privately owned and operated. We are unrivaled in our longevity, depth of knowledge and experience, corporate resume and performance history.

Our headquarters is located in New Britain, CT which is just outside of Hartford. Many, but not all, of our people are located in CT and we staff projects domestically and globally based on our clients’ needs.

Unlike our competitors, most of our employees have spent their careers working for and with the top insurance carriers, distributors and solution providers within the life, health, annuity, property casualty and reinsurance industries. Because of this, we have authentic, concrete experience working for and with these industry-leaders in every management, business, administrative and technology role. We understand the needs and challenges of our clients because of this.

VERTEX empowers our staff to utilize the knowledge and experience possessed within our organization – our access to resources and information spans our corporate resume.

We are known throughout the insurance industry as:

  • Trusted Partners
  • Experienced, Responsive and Creative SMEs
  • Advisors, Educators & Strategists
  • Managers & Implementers

Our credentials include:

  • Our clients and partners:
    • The majority of the leading life insurance and annuity carriers
    • All of the solution providers working in the life and annuity “straight through processing space” and those offering policy administration and peripheral solutions.
    • Leading industry associations and utilities such as IRI, ACORD and DTCC.
  • Extensive experience in multiple commercially available software and services offerings.
    • CSC: Vantage, NBU, RPS, Cyberlife, wmA, DSS, Performance Plus, PolicyLink, The Leverage Systems (TLS)
    • Oracle: AdminServer/Oracle Insurance Policy Administration
    • Adminovate, FAST, InsPro, Sapiens/FIS Software (ALIS)
    • Andesa AFAS
    • LifePro, LifeComm, CAPS, LifeCad, Sungard OMNI, Ingenium, Life/70, Perot Systems and others.
    • BPO providers: CSC, DST Insurance Solutions, TAG (Dell/Perot) and se2.
  • Industry accreditations such as FLMI, CLU, ChFC, HCA, HIAA, ACE, PMP, and Six Sigma
  • Our technical experience involves:
    • Mainframe and client server
    • Legacy and modern technology such as COBOL, .NET, Java, C#
    • Data warehousing and enterprise reporting
    • Interfaces, enterprise data management and movement, service-oriented architecture
  • An employee average of more than 15 years of experience in the financial and insurance industry
  • Extensive experience with process re-engineering, system development, data conversions & migrations, strategic and tactical management.