Case Study: Gillman Insurance Problem Solvers boosts revenue and retention with Vertafore AMS360 and InsurLink

Gillman Insurance Problem Solvers grows revenue nearly 2x with Vertafore

Gillman Insurance Problem Solvers, a small commercial and personal lines agency, sought to improve their client digital experience and agency management to drive growth and retention. To address this challenge, they partnered with vendor Vertafore and implemented its AMS360 agency management system and InsurLink customer portal.

By leveraging Vertafore's solutions, the agency automated tasks, increased efficiency, and fostered client engagement. The measurable results included nearly doubling their revenue over a six-year period while only adding one or two staff members. Vertafore's technology helped them maintain a revenue per employee of over $200,000 and a client retention rate in the 90th percentile, earning them a Best Practices Top Performer designation.

Gillman Insurance Problem Solvers