Case Study: Vertafore achieves revenue growth and actionable insurance analytics with Infor Birst

Vertafore Analytics, Turning Raw Data Into Revenue

Vertafore, a leading provider of insurance software that collects massive industry data (hundreds of millions of policies and transactions across thousands of agencies and carriers), set out to turn that raw data into Vertafore Analytics — an intelligence product to help agents and carriers track KPIs, benchmark performance, and find growth opportunities. The company needed a secure, multi-tenant solution that could ingest and model large volumes of sensitive insurance data while presenting intuitive visualizations for business users who lack data-science skills.

Vertafore selected Birst as an embedded analytics platform for its robust back-end, single-sign-on/multi-tenancy support, and adaptive front-end for dashboards and drill-down exploration. Vertafore Analytics launched focused personal-lines modules that delivered actionable KPI views, earned positive customer feedback, positioned as a premium offering, and produced measurable adoption — with plans to expand the product’s breadth and depth.

Vertafore

Monica McCool

Sr. Product Manager