Case Study: Lockton Companies, LLC achieves faster file retrieval and reduced storage costs with Vertafore ImageRight

Lockton’s Houston office eliminates the paper chase with ImageRight

Lockton Companies, LLC is the world’s largest privately owned, independent insurance brokerage, founded in 1966 with 61 offices and 4,450 associates. As the Houston office grew to 245 people, paper files multiplied—forcing associates to print and file on weekends, rely on costly off‑site box retrievals, and endure slow, error‑prone access to policies and correspondence.

Lockton‑Houston implemented Vertafore’s ImageRight, a customized, insurance‑specific content management system to scan and centralize policies, emails and documents. The change eliminated the shared drive, sped file retrieval, reduced storage costs, boosted associate productivity, and delivered a smooth transition that preserved the office’s client‑focused culture while positioning it for further efficiency gains.

Lockton Companies, LLC

G. Bradley Villers

Executive Vice President and Director of Financial Services