Vertafore
63 Case Studies
A Vertafore Case Study
Gillman Insurance Problem Solvers is a metro-Atlanta independent agency founded in 1993 that focuses on solving commercial and personal insurance needs. Facing industry consolidation and rising customer expectations, the small agency needed to modernize its client digital experience and agency management to scale revenue and improve efficiency without substantially increasing headcount.
Gillman partnered with Vertafore, deploying AMS360, InsurLink, Vertafore Client Communications and Orange Partner integrations to automate communications, enable self-service, and streamline workflows. The technology-driven approach helped nearly double revenue over six years with only one or two added staff, achieve more than $200,000 revenue per employee, maintain retention in the 90th percentile, and earn Best Practices Top Performer recognition.
Ed Gillman
Problem Solver