Case Study: Jones & Wenner Insurance Agency achieves faster policy processing and streamlined onboarding with Vertafore ReferenceConnect

Jones & Wenner Insurance Agency - Customer Case Study

Jones & Wenner Insurance Agency, founded in 1975 in Fairlawn, Ohio, is a relationship-driven independent agency that prides itself on deep industry knowledge and client trust. As their business grew they discovered a major operational bottleneck: locating paperwork and underwriting information for niche policies could take days or weeks, slowing service, wasting staff time, and hindering consistent training.

Implementing Vertafore ReferenceConnect centralized all insurance resources into a single, searchable hub, turning research times from weeks to minutes. The solution sped new-employee ramp-up, freed experienced staff from constant document hunts, improved accuracy and efficiency, and enabled the agency to operate more proactively on risk analysis—supporting faster growth and stronger client service.

Jones & Wenner Insurance Agency

Joyce Sigler

Vice President, Administration Corporate Secretary