Case Study: Harbor Brenn Insurance Agencies delivers personalized service and growth with Vertafore

Harbor Brenn Insurance Agencies boosts renewal engagement with Vertafore's 42% open rate

Harbor Brenn Insurance Agencies, an independent agency based in Petoskey, Michigan, needed to balance personalized client service with operational efficiency while managing thousands of personal lines customers. The agency, led by owner Ashley Decarteret, sought to maintain its heartfelt community connections without being overwhelmed by administrative tasks. They turned to vendor Vertafore and its AMS360 platform to address this challenge.

Vertafore implemented its solutions, including AMS360 and Vertafore Client Communications, to automate key processes. A specific automated renewal review process was established, sending proactive email reminders to clients 45 days before policy renewal. This solution from Vertafore yielded significant results, including a 42% email open rate and a high response rate. The automation drove substantial new revenue, notably selling a high volume of umbrella policies by initiating coverage conversations that otherwise would not have occurred.

Harbor Brenn Insurance Agencies