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Visit WebsiteABD Insurance and Financial Services - Customer Case Study
ABD Insurance and Financial Services
Brent Rineck
Chief Information Officer
Vertafore
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
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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