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 63 Vertafore Customer Success Stories

ABD Insurance and Financial Services achieves faster, data-driven proposals and $1M+ in uncovered commissions with Vertafore RiskMatch

ABD Insurance and Financial Services

Brent Rineck

Chief Information Officer

Acorn Life achieves faster processing and improved customer service with Vertafore ImageRight

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 achieves faster, more accurate quotes and increased productivity with Vertafore PL Rating

Adlen-O’Brien Insurance Agency

Ed Ross

Principal

Amaden Gay Agencies achieves faster policy delivery and improved client engagement with Vertafore InsurLink

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 75% faster agent onboarding and automated compliance with Vertafore Sircon

Assurity Life

Tonya Blaser

New Business Technology Administrator

Atlas Insurance Agency boosts certificate issuance 30% and modernizes workflows with Vertafore WorkSmart

Atlas Insurance Agency

Kathy Kano

Executive Vice President

Bankers Fidelity Life Insurance Company achieves 40 hours/month savings and scalable growth with Vertafore

Bankers Fidelity Life Insurance Company

Pamela Griffith

ALMI, Director, Agency Department

Beacon Insurance Group achieves faster quoting and quadrupled agency growth with Vertafore PL Rating

Beacon Insurance Group

Jeff Babin

Senior Partner

Bell & Clements achieves increased productivity and reduced costs with Vertafore's ImageRight

Bell & Clements

Mark Balcombe

Associate Director and IT Manager

BEVCO Insurance achieves paperless, remote-ready operations and $250K premium growth with Vertafore QQCatalyst

BEVCO Insurance

Teresa Fuller

Chief Operating Officer and Vice President

Bloss & Dillard Inc achieves streamlined operations, increased accuracy and greater capacity with Vertafore AIM

Bloss & Dillard Inc

Tate Tooley

Head of IT

BlueSky Insurance Agency achieves consistent, automated customer experiences with Vertafore's AMS360

BlueSky Insurance Agency

Linda Kennedy

Chief Experience Officer

Bowen, Miclette & Britt achieves faster submissions, 25% capacity gain and real-time visibility with Vertafore WorkSmart

Bowen, Miclette & Britt

Julie Granhold

Business Systems Specialist Manage

Brightway Insurance boosts efficiency and analytics-driven growth with Vertafore's AMS360

Brightway Insurance

Michael Miller

Vice Chairman and Co-Founder

Central Insurance Companies achieves consolidated knowledge access and faster agent service with Vertafore ReferenceConnect & WebPublishing

Central Insurance Companies

Laura Ditto

Marketing Communications Manager

Chalmers Insurance Group boosts policy count 21% and automates client communications with Vertafore (Agency Revolution Fuse)

Chalmers Insurance Group

Tia-Marie Gagnon

Marketing Manager

Combined Agents of America achieves $1B+ premium growth and dedicated, faster support with Vertafore

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 achieves 98.7% retention and nearly 180% growth with Vertafore's QQCatalyst

Entrekin Insurance

Jody Entrekin

Owner / Chief executive office

ETA Insurance Group achieves paperless operations and 80% faster customer responses with Vertafore (QQCatalyst)

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 achieves centralized, efficient publishing and one‑stop access with Vertafore's ReferenceConnect

FCCI Insurance Group

Jan Kendall

Manager of Product Management

Forest Agency halves carrier processing time with Vertafore TransactNOW

Forest Agency

Cathy Hall

Vice President

Fortune 500 Property & Casualty Carrier Company streamlines commissions, onboards 200+ producers monthly and boosts revenue with Vertafore Sircon

Fortune 500 Property & Casualty Carrier Company

Gillman Insurance Problem Solvers achieves near-doubling revenue and $200K+ revenue per employee with Vertafore

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

Harleysville Insurance achieves enterprise-wide underwriting realignment and efficiency with Vertafore ImageRight

Harleysville Insurance

Frank Lally

Manager of Imaging

Higgins & Bolduc Agency achieves streamlined workflows and faster customer service with Vertafore (AMS360)

Higgins & Bolduc Agency

Danielle Marquis

Co-Owner

Hyland Insurance achieves paperless operations, seamless remote work, and stronger client engagement with Vertafore

Hyland Insurance

Jeffri Northcut

Chief Operating Officer

Insurance Partners boosts customer retention and modernizes client experience with Vertafore's InsurLink

Insurance Partners

Joyce Sigler

System Intelligence Manager

Jones & Wenner Insurance Agency achieves faster policy processing and streamlined onboarding with Vertafore ReferenceConnect

Jones & Wenner Insurance Agency

Joyce Sigler

Vice President, Administration Corporate Secretary

Kerry’s Insurance Services achieves rapid growth and 70% online lead conversion with Vertafore’s FSC Rater

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 achieves 97% reduction in manual commission work and $500K savings with Vertafore Sircon (Producer Central & Compensation)

Large Health Carrier Company

Levy Insurance Agency achieves paperless efficiency, improved productivity, and reduced E&O risk with Vertafore's QQCatalyst

Levy Insurance Agency

Trey Tinney

President

Life Insurance Carrier Company achieves 29,000-agent broker growth and $1.6M monthly commission processing with Vertafore's Sircon Producer Central and Sircon Compensation

Life Insurance Carrier Company

Lockton Companies, LLC achieves faster file retrieval and reduced storage costs with Vertafore ImageRight

Lockton Companies, LLC

G. Bradley Villers

Executive Vice President and Director of Financial Services

Marsh & McLennan Agency Northeast recovers $615,000 in commissions and streamlines benefits workflows with Vertafore's BenefitPoint

Marsh & McLennan Agency

Angela Minutaglio

Senior Project Manager

Marshall & Sterling Insurance processes 7,000+ hurricane claims and grows without adding staff with Vertafore’s WorkSmart

Marshall & Sterling Insurance

Jim Dahoney

SVP, CIO

McCredie Insurance slashes policy turnaround to 30 days and trims training to 1 month with Vertafore Agency Platform (Vertafore)

McCredie Insurance

Todd McCredie

Principal

Merchants Insurance Group achieves 4-day policy issuance and major efficiency gains with Vertafore's ImageRight

Merchants Insurance Group

Tom Tempeny

MMG Insurance Company achieves immediate ROI and improved agent efficiency with Vertafore (TransactNOW & PL Rating)

MMG Insurance Company

Stacy L. Shaw

Vice President Information System

Moody Insurance achieves 95%+ retention and 83% productivity boost with Vertafore's ReferenceConnect

Moody Insurance

Kim Burkhardt

Chief Sales Officer

Moreton & Company achieves higher revenue per employee and paperless workflows with Vertafore (Sagitta & WorkSmart)

Moreton & Company

Susan Stoddard

Corporate Secretary and Systems Manager

OMSNIC achieves a seamless ImageRight migration and streamlined operations with Vertafore

OMSNIC

Peggy Klein

Vice President of Information Technology

One80 Intermediaries achieves 67% lift in policy issuance and faster underwriting with Vertafore

One80 Intermediaries

Ben Shoemaker

One80 Intermediaries

Oyer, Macoviak and Associates achieves 26% annual growth without adding staff with Vertafore AMS360

Oyer, Macoviak and Associatess

Rob Macoviak

President

Oyer, Macoviak and Associates achieves streamlined operations and 25% annual profit with Vertafore Agency Platform

Oyer, Macoviak and Associatess

Rob Macoviak

President

Peel & Holland increases revenue-per-employee to $189,000 with Vertafore solutions (WorkSmart, Sagitta, BenefitPoint)

Peel & Holland

Roy Riley

President

Personal Lines Products Company saves $1.5–2M and scales agent support 4x with Vertafore (Sircon for Carriers)

Personal Lines Products Company

Reliable Insurance Agency gains secure, automated book rolls and stronger carrier relationships with Vertafore Book Roll

Reliable Insurance Agency

Kyle Wojtysiak

Senior Accounting Manager

Ross & Yerger achieves nearly doubled client logins and streamlined self-service with Vertafore's InsurLink

Ross & Yerger

Dian Lewis

Ross & Yerger

Satanoff Insurance achieves rapid quoting and streamlined onboarding with Vertafore Commercial Submissions

Satanoff Insurance

Rebecca Ricciardi

Vice Principal, Sales and Operations

SeibertKeck Insurance Partners boosts customer retention and modernizes client experience with Vertafore's InsurLink

SeibertKeck Insurance Partners

Joyce Sigler

System Intellegence Manager

SilverStone Group achieves 20% efficiency improvement and scalable growth with Vertafore (AMS360 & WorkSmart)

Silverstone Group

Barb Dale

Principal and Property & Casualty Operations Manager

The Wheeler Agency achieves paperless operations and stronger customer retention with Vertafore's QQCatalyst

The Wheeler Agency

John Wheeler

Owner

U.S. Risk, LLC achieves streamlined MGA operations, accurate reporting, and digital payments with Vertafore (AIM, ImageRight, VPI & ePayPolicy)

U.S. Risk, LLC

Carole Hardy

Director of Business Applications

WalkerHughes Insurance achieves 24/7 client access and rapid document workflows with Vertafore’s InsurLink

WalkerHughes Insurance

Kevin Wheeler

Director & Agent

Wright Insurance Agency, Inc. achieves 50% faster quoting and seamless migration with Vertafore PL Rating

Wright Insurance Agency, Inc.

Jim Wright

Owner

Wholesaler XPT Specialty builds competitive edge with deep system integrations

XPT Specialty

Ed Forer

Chief Administrative Officer

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Vertafore B2B Case Studies & Customer Successes

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