Vertafore
76 Case Studies
A Vertafore Case Study
DUAL Group, a large international underwriting agency, faced operational inefficiencies due to disparate legacy systems across its Australia and New Zealand offices. They lacked a centralized core management system, which led to manual processes, data errors, and an inability to scale their specialized MGA business. They enlisted Vertafore and its MGA Systems platform to modernize their operations.
Vertafore implemented its MGA Systems, providing a unified platform for policy management, financials, claims, and quoting. The solution streamlined processes, allowing brokers to quote business ten times faster and reducing the need for manual underwriter review on renewals from 45% to just 10%. As a result, DUAL Group significantly boosted productivity and revenue, successfully migrated 60,000 policies, and used the Vertafore system as a foundation to expand into new global markets.