Case Study: Brightway Insurance boosts efficiency and analytics-driven growth with Vertafore's AMS360

Brightway Insurance - Customer Case Study

Brightway Insurance, founded in 2008 in Jacksonville, operates a unique franchise model with a 98‑person centralized back office supporting 108 locations (licenses in 18 states). Rapid expansion and an aggressive mergers‑and‑acquisitions strategy created the need to scale operations, improve visibility and analytics, streamline onboarding, and handle high volumes of renewals and calls without proportionally increasing staff.

Brightway deployed Vertafore’s AMS360 Online—a cloud agency management platform with integrated telephony, renewal workflows, QA tools, automated commissions and full data access for forecasting and predictive modeling. The result was faster, more available systems; greater process visibility and data-driven decision making; time savings on calls and renewals; streamlined onboarding via web training; and the ability to grow (including M&A and assisted acquisitions) without a matching increase in back‑office headcount.

Brightway Insurance

Michael Miller

Vice Chairman and Co-Founder