Vertafore
63 Case Studies
A Vertafore Case Study
Kerry’s Insurance Services, founded in 2010 in Palmdale, California, is an independent agency offering home, auto, life and commercial insurance. As a cash‑strapped startup competing with long‑established firms, the agency needed a way to convert web visitors into customers, quickly produce accurate comparative quotes, and build carrier relationships without a large upfront investment.
Kerry’s adopted FSC Rater and WebFSC from day one to power online self‑service quoting and fast comparative rating; staff can now identify the best carrier in minutes. The tools drove a roughly 70% conversion rate for online quote requests, paid for themselves within months, and helped the agency grow from 2 to 13 licensed producers (a 600% increase) while building business with multiple carriers.
Josh Vale
Manager