Vertafore B2B Case Studies & Customer Successes

Vertafore is the leader in modern insurance technology and serves more industry customers across all parts of the insurance distribution channel than any other InsurTech company. With solutions for agencies of all sizes, carriers, MGAs, MGUs, state governments, and educational institutions, no other technology partner offers more options to connect members of the insurance industry with one another and keep their businesses running smoothly. Whether it’s agency management systems, ratings and connectivity, regulation and compliance—and more—Vertafore is leading the way and delivering results that make a difference to your business.

Case Studies

Showing 61 Vertafore Customer Success Stories

ABD Insurance and Financial Services - Customer Case Study

ABD Insurance and Financial Services

Brent Rineck

Chief Information Officer

Vertafore ImageRight improves service capabilities for Acorn Life

Acorn Life

Nick McEllistrim

Head of Development Services

Action Insurance - Customer Case Study

Action Insurance

Holly Rossell

VP of Operations

Adlen-O’Brien Insurance Agency - Customer Case Study

Adlen-O’Brien Insurance Agency

Ed Ross

Principal

Amaden Gay adopted InsurLink, shifting their technological focus from internal efficiencies to the client experience

Amaden Gay Agencies

Lisa Vogeney

Commercial Lines Manager

American Specialty Insurance revolutionizes risk management in sports and entertainment with NetRate

American Specialty Insurance & Risk Services, Inc

Drew Smith

President

Assurity Life achieves outstanding efficiency and compliance with Sircon

Assurity Life

Tonya Blaser

New Business Technology Administrator

Vertafore® solutions help Atlas Insurance increase revenue, enhance efficiency, and position for the future

Atlas Insurance Agency

Kathy Kano

Executive Vice President

Bankers Fidelity takes a no pain, all gain approach to move from paper to automation

Bankers Fidelity Life Insurance Company

Pamela Griffith

ALMI, Director, Agency Department

Beacon Insurance Group - Customer Case Study

Beacon Insurance Group

Jeff Babin

Senior Partner

Bell & Clements increases productivity and reduces costs with ImageRight

Bell & Clements

Mark Balcombe

Associate Director and IT Manager

BEVCO's digital leap with QQCatalyst: boosting premiums by $250k through efficiency

BEVCO Insurance

Teresa Fuller

Chief Operating Officer and Vice President

This MGA uses AIM to provide superior service to agents and brokers

Bloss & Dillard Inc

Tate Tooley

Head of IT

BlueSky Insurance Agency - Customer Case Study

BlueSky Insurance Agency

Linda Kennedy

Chief Experience Officer

Bowen, Miclette & Britt increases efficiency and gains visibility into its operation with Vertafore WorkSmart

Bowen, Miclette & Britt

Julie Granhold

Business Systems Specialist Manage

Brightway Insurance - Customer Case Study

Brightway Insurance

Michael Miller

Vice Chairman and Co-Founder

Central Insurance Companies uses ReferenceConnect to fulfill the core values of Integrity, Excellence, and Relationships

Central Insurance Companies

Laura Ditto

Marketing Communications Manager

Chalmers Insurance Group - Customer Case Study

Chalmers Insurance Group

Tia-Marie Gagnon

Marketing Manager

Combined Agents of America - Customer Case Study

Combined Agents of America

Nikki Toon

Chief Operating Officer

Connor Insurance Agency scaled personalized client services and thrives with their Vertafore technology

Connor Insurance Agency

Oliver Connor

Connor Insurance Agency

DUAL Group wins Model Insurer award with MGA Systems

DUAL Group

Steven Cota

Chief Information Officer

Entrekin Insurance - Customer Case Study

Entrekin Insurance

Jody Entrekin

Owner / Chief executive office

ETA Insurance Group chooses Vertafore's QQCatalyst to boost agency management capabilities, empowering employees and increasing productivity

ETA Insurance Group

Joe Pilla

Founder & President

How this Farmers Agency boosted growth with AgencyZoom

Farmers Insurance Agency

Todd Wurth

District Manager & Co-Owner

FCCI Insurance Group gains efficiency, stays compliant and centralizes content electronically with ReferenceConnect

FCCI Insurance Group

Jan Kendall

Manager of Product Management

Forest Agency - Customer Case Study

Forest Agency

Cathy Hall

Vice President

Fortune 500 Property & Casualty Carrier Company - Customer Case Study

Fortune 500 Property & Casualty Carrier Company

Gillman Insurance Problem Solvers - Customer Case Study

Gillman Insurance Problem Solvers

Ed Gillman

Problem Solver

How Ashley Decarteret at Harbor Brenn Insurance Agencies is pioneering change with Vertafore solutions

Harbor Brenn Insurance Agencies

Ashley Decarteret

Dynamic Agent & Owner

Vertafore ImageRight facilitates realignment of commercial underwriting at Harleysville Insurance

Harleysville Insurance

Frank Lally

Manager of Imaging

Higgins & Bolduc Agency - Customer Case Study

Higgins & Bolduc Agency

Danielle Marquis

Co-Owner

How Hyland Insurance, a leading provider in the insurance industry, achieved remarkable growth and efficiency with our software solutions

Hyland Insurance

Jeffri Northcut

Chief Operating Officer

Insurance Partners - Customer Case Study

Insurance Partners

Joyce Sigler

System Intelligence Manager

Jones & Wenner Insurance Agency - Customer Case Study

Jones & Wenner Insurance Agency

Joyce Sigler

Vice President, Administration Corporate Secretary

From the very beginning, Kerry’s Insurance has used FSC Rater to convert leads into customers and grow its business

Kerry’s Insurance Services

Josh Vale

Manager

KAP’s growth playbook: Blending InsurTech, teamwork and innovation

Keystone Agency Partners

Patrick Kinney

President

Large Health Carrier Company - Customer Case Study

Large Health Carrier Company

Levy Insurance Agency - Customer Case Study

Levy Insurance Agency

Trey Tinney

President

Life Insurance Carrier Company - Customer Case Study

Life Insurance Carrier Company

Lockton’s Houston office eliminates the paper chase with ImageRight

Lockton Companies, LLC

G. Bradley Villers

Executive Vice President and Director of Financial Services

Marsh & McLennan Agency - Customer Case Study

Marsh & McLennan Agency

Angela Minutaglio

Senior Project Manager

Marshall & Sterling Insurance - Customer Case Study

Marshall & Sterling Insurance

Jim Dahoney

SVP, CIO

Vertafore Agency Platform gives independent agencies a competitive advantage

McCredie Insurance

Todd McCredie

Principal

Long-term ImageRight user, Merchants Insurance Group, makes the move to v6.0

Merchants Insurance Group

Tom Tempeny

With TransactNOW, MMG Insurance delivers real-time connectivity to its agency customers

MMG Insurance Company

Stacy L. Shaw

Vice President Information System

Moody Insurance - Customer Case Study

Moody Insurance

Kim Burkhardt

Chief Sales Officer

Sagitta and WorkSmart help Moreton & Company increase revenue per employee

Moreton & Company

Susan Stoddard

Corporate Secretary and Systems Manager

OMSNIC migrates to latest version of ImageRight with surgical precision

OMSNIC

Peggy Klein

Vice President of Information Technology

Oyer, Macoviak and Associates chose Vertafore Agency Platform™ CL because it’s the future of business

Oyer, Macoviak and Associatess

Rob Macoviak

President

Oyer, Macoviak and Associatess - Customer Case Study

Oyer, Macoviak and Associatess

Rob Macoviak

President

Peel & Holland increases revenueper-employee to $189,000 with help from its Vertafore solutions

Peel & Holland

Roy Riley

President

Personal Lines Products Company - Customer Case Study

Personal Lines Products Company

Reliable Insurance Agency - Customer Case Study

Reliable Insurance Agency

Kyle Wojtysiak

Senior Accounting Manager

Ross & Yerger - Customer Case Study

Ross & Yerger

Dian Lewis

Ross & Yerger

Satanoff Insurance - Customer Case Study

Satanoff Insurance

Rebecca Ricciardi

Vice Principal, Sales and Operations

SeibertKeck elevates client engagement and retention with InsurLink

SeibertKeck Insurance Partners

Joyce Sigler

System Intellegence Manager

Integrated Vertafore® solutions bring new efficiency to SilverStone Group

Silverstone Group

Barb Dale

Principal and Property & Casualty Operations Manager

Wheeler Agency isn’t afraid to adopt emerging technologies in order to stay productive and serve customers better

The Wheeler Agency

John Wheeler

Owner

U.S. Risk, LLC - Customer Case Study

U.S. Risk, LLC

Carole Hardy

Director of Business Applications

WalkerHughes Insurance - Customer Case Study

WalkerHughes Insurance

Kevin Wheeler

Director & Agent

Wright Insurance Agency, migrating from MI-Rater RT to PL Rating was like getting a free upgrade

Wright Insurance Agency, Inc.

Jim Wright

Owner

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