Case Study: Entrekin Insurance triples sales premiums with Vertafore QQCatalyst and Orange Partner Program

Entrekin Insurance triples sales premiums and reaches 98.7% retention with Vertafore

Entrekin Insurance, a small independent agency founded to educate clients after its owner experienced a catastrophic loss from underinsurance, needed to grow its business and improve client retention without adding to its small team. To meet this challenge, they partnered with vendor Vertafore to implement its QQCatalyst insurance management software and the Orange Partner Program.

Vertafore's solution provided the automation and integrations necessary to streamline operations and marketing. By using QQCatalyst to automate administrative tasks and leveraging integrated tools like Agency Revolution's Fuse platform and the Insurance Agent App through the Orange Partner Program, the agency achieved a 98.7% retention rate and a Net Promoter Score of 99. Most significantly, Vertafore helped Entrekin Insurance triple its sales premiums.

Entrekin Insurance