Case Study: Keystone Agency Partners achieves growth and operational efficiency with Vertafore RiskMatch

KAP’s growth playbook: Blending InsurTech, teamwork and innovation

Keystone Agency Partners, a rapidly growing brokerage founded in 2020, faced the challenge of unifying data and collaboration across 19 acquired agencies using different management systems and data-entry methods. To support profitable growth and operational efficiency, the company turned to Vertafore’s RiskMatch and AMS360 solutions.

Vertafore implemented RiskMatch to give KAP and its partner agencies shared access to performance and portfolio insights, improving transparency and decision-making. The result was stronger collaboration across agencies, more efficient resource allocation, and an 80% adoption rate among partner agencies, helping Keystone Agency Partners scale growth while maintaining service and compliance standards.

Keystone Agency Partners

Patrick Kinney

President