Case Study: Hyland Insurance boosts remote work, automation, and client self-service with Vertafore

Hyland Insurance streamlines service for 7,000+ clients with Vertafore

Hyland Insurance, an independent insurance agency, faced challenges in maintaining customer service and operational efficiency during the 2020 pandemic shift to remote work. Their goal was to reinforce a customer-forward philosophy by ensuring their technology integrated seamlessly. To address this, they partnered with vendor Vertafore and utilized its suite of products including AMS360, InsurLink, and TransactNOW.

Vertafore's integrated solutions enabled Hyland to seamlessly transition to a remote, paperless environment. This freed up staff time through automation and self-service offerings, allowing the agency to remain proactive and maintain strong client relationships digitally. The vendor's tools, including the InsurLink portal and Agency Revolution marketing automation, helped Hyland foster client engagement and drive productivity, ensuring they could provide a high level of service to their 7,000-plus clients.

Hyland Insurance