Case Study: Connor Insurance Agency scales client services and strengthens financial resilience with Vertafore

Connor Insurance Agency scaled personalized client services and thrives with their Vertafore technology

Connor Insurance Agency faced a growing challenge of overwhelming paperwork, disconnected systems, and manual work that slowed client service. Seeking a better way to run the business, the agency turned to Vertafore and its AMS360 platform to digitize and organize core insurance operations.

Vertafore helped Connor Insurance Agency centralize policies, claims, and customer data, while integrating with CRM, accounting, email, and Vertafore Client Communications to automate outreach. The result was faster, more efficient service and timely client communication that earned nearly 700 positive reviews, while also helping the agency avoid a potential $50,000 carrier contingency bonus loss.

Connor Insurance Agency

Oliver Connor

Connor Insurance Agency