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Drupal 10 Upgrade, Custom Component Library, and Structured QA for Vertafore’s Insurance Web Platform

Vertafore is a leading insurance technology company serving thousands of agencies, carriers, and MGAs across North America. We provided end-to-end website support — upgrading the Canadian site to Drupal 10, building a rich custom component library, and establishing structured QA processes before every production release.

Drupal 10 Custom Components Mobile Responsiveness Regression Testing Bilingual (EN/FR)
Drupal 10 Upgrade, Custom Component Library, and Structured QA for Vertafore’s Insurance Web Platform
About Vertafore

Insurance technology serving thousands of professionals across North America.

Vertafore is a leading insurance technology company that provides software solutions to insurance agencies, carriers, and managing general agents (MGAs) across North America. With a strong footprint in the United States and Canada, Vertafore serves thousands of insurance professionals through its suite of products including agency management systems, rating tools, and compliance solutions. The company operates regional websites for the US (vertafore.com) and Canada (vertafore.ca), with the Canadian site supporting bilingual access in English and French. These websites serve as a key digital touchpoint for product marketing, customer support, partner programs (including the Orange Partner Program), resource libraries, event management, and lead generation. When Vertafore needed a development and QA partner to modernise their web platform and support continuous releases, we stepped in — delivering Drupal upgrades, a rich component library, and a structured testing process that reduced defects reaching production.

A major insurance tech platform with two regional sites, bilingual users, and a marketing team that needed more power — we gave them a modern Drupal stack they could actually build on.
Project Profile

At a glance.

Client
Industry
Insurance Technology
CMS Platform
Drupal 10
Regions
US + Canada (EN/FR)
Engagement Start
June 2024
Industry
Insurance Technology / SaaS
Project Type
CMS Upgrade + Custom Component Development + QA + Ongoing Support
CMS
Drupal 10 (upgraded from older Drupal version)
Hosting
Pantheon
Languages / Regions
US (English), Canada (English + French bilingual)
QA Coverage
Navigation, menus, components, events, language switching, content management — regression before every production release
Bug Tracking
Jira
Engagement Journey

Upgrade, build, sustain.

The engagement began with the critical Drupal 10 upgrade for the Canadian site, expanded into a comprehensive component development phase to empower the marketing team, and evolved into ongoing support with structured releases from June 2024 through 2025 and beyond.

Phase
Focus
Scope
Key Activities
CMS Upgrade
Drupal 10 Migration
Canada site
Core updates, contributed module upgrades, removal of deprecated modules, security patches, theme adjustments
Component Build
Custom Library
US + Canada sites
PL Rating page, billboards, carousels, quote components (default + dark), Add to Calendar, horizontal tabs, two-column brick layouts, resource management
Ongoing Support
Releases + QA
Both regional sites
Regular production releases, regression QA before every deployment, bug fixes, mobile responsiveness, SEO (Index Now), URL and redirect fixes
The Challenge

A legacy CMS, two regions, and a marketing team that needed more.

Vertafore's web platform had outgrown its original Drupal setup. Mobile issues, component inconsistencies, and a rigid CMS made it difficult for marketing teams to move quickly — while the underlying platform was accumulating security debt.

01

Outdated CMS Platform

The Canadian website was running on an older Drupal version, creating security vulnerabilities and limiting access to modern features, modules, and ecosystem tools. A major version upgrade was necessary — but had to be managed without disrupting the live website serving thousands of insurance professionals.

02

Mobile Responsiveness Issues

Pages across both sites exhibited widespread mobile display problems, with content not rendering correctly on smaller screens. This affected user engagement and accessibility — particularly important for a platform whose users access insurance tools and partner resources on the go.

03

Component Inconsistencies

UI components such as sliders, billboards, carousels, and toolbars behaved inconsistently across pages — with image compression artefacts, broken filters (including the Orange Partner filter), and alignment issues. The existing component set also lacked the flexibility the marketing team needed for rich, structured pages.

04

Multi-Site, Bilingual Complexity

Managing two regional websites with bilingual support (English and French for Canada) added significant complexity to content management, testing, and deployment. Every release needed validation across both languages, both regions, and multiple device types before going to production.

05

Rapid Feature Turnaround

The client required frequent production releases with new features and fixes, demanding efficient development cycles, tight QA windows, and reliable coordination across development, QA, and Pantheon's environment-specific deployment workflows — all without introducing regressions.

What We Did

From legacy CMS to a modern, release-ready web platform.

We deployed a dedicated team of Drupal developers, QA engineers, and a project manager to handle the full scope — upgrade, build, and sustained delivery — across both regional Vertafore websites.

01

Drupal 10 Upgrade (Canada)

Successfully upgraded the Canadian website to Drupal 10 — including core updates, contributed module upgrades, removal of deprecated modules, security patches, and theme adjustments. The upgrade was managed carefully to maintain the live website's stability throughout, with Pantheon-aware deployment workflows and environment-specific configuration migration.

02

Custom Component Library

Built a comprehensive library of custom Drupal components for the marketing team — including a PL Rating page with carrier inventory and "View by Carrier" dropdown, billboard sections with overlap effects, image sliders and carousels with autoplay, horizontal tabs, quote components (Default and Dark), resizable image/text blocks, Add to Calendar for events, two-column brick layouts, custom demo buttons, and resource management capabilities.

03

Mobile Responsiveness Fixes

Conducted thorough mobile audits across all major pages and resolved display issues ensuring consistent, professional rendering on mobile, tablet, and desktop devices. Component-level fixes addressed sliders, billboards, carousels, navigation, and content alignment — eliminating the widespread responsiveness issues that had been degrading the user experience.

04

Comprehensive QA & Regression Testing

Established a structured QA process with detailed test cases covering navigation, menus, components, events, language switching (EN/FR), and content management. Every release was fully validated in QA environments before production promotion — ensuring defects were caught before reaching users, not after.

05

SEO Enhancement

Installed and configured the Index Now module for improved search engine indexing and discoverability. Alongside this, resolved URL issues, redirect fixes, and pagination bugs that were contributing to poor crawlability and broken user journeys across both regional sites.

06

Ongoing Releases & Support

Delivered multiple production releases from June 2024 through 2025 and beyond — each documented with release notes, feature descriptions, and Jira ticket references. Provided continuous support for bug fixes, feature enhancements, and production deployments, with weekly meetings ensuring tight alignment between Pumex and Vertafore teams throughout.

Results & Impact

What changed.

Drupal 10

Modernised CMS Platform

Canadian website upgraded successfully — long-term security, stability, and access to the full Drupal 10 ecosystem of modules and features.

10+

Custom Components Built

Rich component library for the marketing team — dynamic pages without developer intervention for routine updates.

Zero

Critical Defects in Production

Structured QA before every release significantly reduced defects reaching production — consistent reliability for insurance professionals.

Bilingual

EN + FR Coverage

Both US and Canadian websites maintained with consistent branding, functionality, and full bilingual support — validated in every release cycle.

Faster

Time-to-Market

Structured release process enabled rapid, regular delivery of new features and fixes — tracked and documented end-to-end in Jira.

All Devices

Mobile Responsiveness Fixed

Consistent, professional rendering across mobile, tablet, and desktop — eliminating the widespread display issues that had been affecting user engagement.

Tools & Technology

The stack.

CMS
Drupal 10 — upgraded from legacy version; full module ecosystem and security patch compliance
Hosting
Pantheon — multi-environment deployment (Dev / Test / Live), configuration management, environment-specific workflows
Languages
PHP, HTML, CSS, JavaScript — custom Drupal module and theme development
Localisation
Bilingual support — English (US + CA) and French (CA) content management and testing
QA Tools
Jira (bug tracking and release management), structured test case library (navigation, menus, components, language switching, events)
SEO
Index Now module, URL redirect management, pagination and crawlability fixes
The Takeaway

The Vertafore engagement shows what it looks like to be a real delivery partner — not just a build shop. We upgraded a complex, multi-site Drupal platform on a live production system, built a component library that genuinely empowered a non-technical marketing team, and then stayed in the room for every release after that. Structured QA before every production push kept defects out of live. Regular releases kept the platform moving forward. And bilingual support across two regions never slipped. That's what ongoing web platform partnership looks like when it's done right.