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

ABD Insurance and Financial Services - Customer Case Study

ABD Insurance & Financial Services is a fast-growing Silicon Valley brokerage (est. 2012) managing $600M+ in premiums across risk management, HR and retirement consulting. As ABD scaled to eight locations and 300+ employees it struggled with outdated, fragmented data: producers spent weeks building proposals, executives relied on stale reports, and the firm lacked industry benchmarks to confidently recommend coverage or negotiate carrier commissions.

Implementing Vertafore’s RiskMatch gave ABD real‑time, enforced in‑force data and an easy Risk Profile report, turning a two‑week proposal process into a 30‑minute workflow and shrinking executive reporting from a month to an hour. The platform improved client conversations and paperless presentations, increased market transparency for better carrier negotiations, uncovered over $1M in potential additional commission, and boosted overall producer efficiency and decision‑making.

ABD Insurance and Financial Services

Brent Rineck

Chief Information Officer