Case Study: Brokers International achieves 60% revenue growth with Vena Solutions

Brokers International Grows Revenue by 60% With Vena

Brokers International, an insurance brokerage specializing in life insurance, annuities, and wealth management, needed a faster, more reliable way to handle budgeting, forecasting, reporting, and data consolidation as it grew and integrated systems like Microsoft Dynamics 365 Business Central and NetSuite. The team turned to Vena Solutions, using Vena’s budgeting, forecasting, reporting, and managed services support to reduce manual work and improve financial visibility.

With Vena Solutions, Brokers International automated its spreadsheets, streamlined account and ledger management, and built real-time reporting and reconciliation processes. The results included a 60% year-over-year revenue increase, a nine-day reduction in month-end close time, board reporting cut from days to under 10 minutes, and the creation of its first-ever Quality of Earnings report.

Brokers International

John Vogelaar

Executive VP Sales and Marketing