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

Beacon Insurance Group - Customer Case Study

Beacon Insurance Group, founded in 2012 in Beachwood, Ohio, is a growing independent agency offering auto, home, and life insurance across Ohio. To scale quickly and serve clients efficiently, the partners needed a comparative rating system that integrated with their carriers and agency management tools and eliminated the hours of manual quoting that threatened to cost them business.

They adopted Vertafore’s PL Rating from day one — an easy-to-learn, carrier-integrated, mobile-friendly rater that ties into AMS360. The result: quote time dropped from hours to minutes, agency volume quadrupled within three years, productivity and client trust improved, and the firm gained the operational foundation to retain customers and pursue further growth.

Beacon Insurance Group

Jeff Babin

Senior Partner