Vertafore
63 Case Studies
A Vertafore Case Study
Hyland Insurance is a family-run independent agency founded in 1983 in the Louisville area that serves 7,000+ individual and business clients. When the COVID-19 pandemic abruptly shifted workplace dynamics and client expectations in 2020, Hyland faced the challenge of maintaining high‑level, relationship-driven service while moving to remote work and modernizing processes.
Hyland partnered with Vertafore to implement AMS360, eDocs, InsurLink, TransactNOW, Orange Partner/Agency Revolution and integrated workflows, enabling a rapid, 48‑hour remote transition, fully paperless operations, and client self‑service. The changes freed staff time through automation, improved client access and engagement (including mobile access and automated marketing), and made the agency more proactive, productive, and competitive.
Jeffri Northcut
Chief Operating Officer