Case Study: Vertafore achieves locked-in future revenue and increased customer lifetime value with Pramata

Vertafore Inc. With a new approach to increase customer lifetime value, Vertafore bolsters future revenue growth

Vertafore, a leading insurance‑technology provider with the largest customer base in the industry, faced fragmented contract and relationship data spread across Salesforce, network drives, paper files and legacy systems. That fragmentation created legal and operational risk, hindered cross‑sell opportunities and made future revenue forecasting difficult, so the company sought a solution to centralize hundreds of thousands of documents and systematically segment customers for better commercial outcomes.

Vertafore selected Pramata for its end‑to‑end managed services and easy Salesforce integration; the platform organized and centralized 30,000 commercial relationships (and related documents), enabled DocuSign/Salesforce renewal automation, and scored relationship risk/reward to guide sales strategy. The result: targeted moves to 3– or 5‑year auto‑renew contracts with predictable 7%/5% year‑over‑year increases that locked in future revenue, improved cross‑sell and customer conversations, and delivered operational savings — including six‑figure reductions in storage costs.

Vertafore

Jayne Rothman

Senior Vice President, General Counsel