Case Study: Forest Agency halves carrier processing time with Vertafore TransactNOW

Forest Agency - Customer Case Study

Forest Agency is a family‑owned independent insurance agency in Forest Park, Illinois, serving home, auto, business and specialty aviation clients since 1957. Despite a long track record, the agency struggled with a manual, time‑consuming process for accessing multiple carrier websites—employees juggled separate logins (often on sticky notes), rekeyed information, navigated changing carrier sites, and faced increased E&O and security risk.

To solve this, Forest Agency implemented Vertafore’s TransactNOW, which provides single‑click, real‑time carrier connections from their agency management system. The integration cut carrier processing time in half, reduced new‑hire ramp‑up time, eliminated credential hassles and security exposure, and freed staff hours to focus on winning business and serving customers.

Forest Agency

Cathy Hall

Vice President