Case Study: Adlen-O'Brien Insurance Agency achieves faster, more accurate quotes and increased productivity with Vertafore PL Rating

Adlen-O’Brien Insurance Agency - Customer Case Study

Adlen-O’Brien Insurance Agency, founded in 1967 and now part of World Insurance Associates, is a long-standing independent agency serving Pennsylvania and Maryland. As the personal lines market and regulatory environment evolved—especially with the rise of credit scoring—Adlen-O’Brien faced the challenge of producing accurate, timely comparative quotes across many carriers without spending hours on individual company sites.

By using Vertafore’s PL Rating and working closely as a design partner, the agency automated quoting, incorporated credit-score-driven pricing, and helped shape new features like MVR pulls. The result: comparative quote time fell from hours to minutes, accuracy improved across multiple carriers, productivity increased, and the agency now relies on PL Rating as an essential tool for day-to-day operations.

Adlen-O’Brien Insurance Agency

Ed Ross

Principal