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

BlueSky Insurance Agency - Customer Case Study

BlueSky Insurance Agency is a family-owned, full-service agency in Richmond, Virginia with 20+ years of client-focused experience and a reputation for putting customers first. Facing a tech-forward market, BlueSky needed to modernize operations—maintaining a human touch while making it easier for clients to do business across commercial, life, benefits and auto lines, improving consistency, reporting, and employee onboarding.

BlueSky implemented Vertafore AMS360 plus Orange Partner integrations like Agency Revolution’s Fuse and Kotter Group’s Bridge, adopting standardized workflows, advanced reporting, automated marketing, and integrated communications (eSign, text, VoIP). The result: a more consistent, personalized customer experience with greater operational efficiency, better retention visibility and cross-selling, streamlined onboarding, and automated client communications without increasing payroll.

BlueSky Insurance Agency

Linda Kennedy

Chief Experience Officer