Case Study: Levy Insurance Agency achieves paperless efficiency, improved productivity, and reduced E&O risk with Vertafore's QQCatalyst

Levy Insurance Agency - Customer Case Study

Levy Insurance Agency, a family-owned independent agency in Williston, Florida serving roughly 4,000 clients and 8,000 policies since 1997, was hampered by paper-based workflows, disorganized client information, slow processes, long new-hire ramp-up times, and growing E&O exposure from untracked communications.

In 2018 Levy implemented Vertafore’s QQCatalyst to digitize records, standardize processes, and automate client outreach. The agency now uses dashboards, automated emails/texts and documented notes/tasks to speed onboarding, boost productivity, improve customer experience, and substantially reduce E&O risk while gaining real-time oversight of staff performance and pipeline.

Levy Insurance Agency

Trey Tinney

President