Case Study: Higgins & Bolduc Agency achieves streamlined workflows and faster customer service with Vertafore (AMS360)

Higgins & Bolduc Agency - Customer Case Study

Higgins & Bolduc Agency is a multi‑generational, family‑owned independent insurance agency founded in 1928 in Oakland, Maine. After growing from three staff in 1999 to an eight‑person, $7M‑premium agency, they found legacy systems and manual processes — especially for certificates, accounting, and rating — were slowing service, creating duplicate work, and limiting growth.

By adopting Vertafore’s AMS360 plus PLRating and partner tools, Higgins & Bolduc centralized accounting, streamlined workflows, and cut quoting time from hours to minutes. The agency now serves customers faster (ID cards in seconds), avoids duplicate data entry, improved financial reporting for better decisions and valuation, absorbed retiring staff workload without hiring, and lowered overhead while enhancing the customer experience.

Higgins & Bolduc Agency

Danielle Marquis

Co-Owner