Vertafore
63 Case Studies
A Vertafore Case Study
Merchants Insurance Group, a regional carrier founded in 1918 with a $3M policy portfolio and a network of about 1,000 independent agents across nine states, faced slow, paper-based workflows that delayed service and tied up clerical staff. Operating largely on paper in 2005 made issuing new business take two to three weeks, created mailroom bottlenecks, and limited the company’s ability to reassign work during weather events or disasters.
By implementing Vertafore’s ImageRight (first in 2007 and later upgrading to v6.0), Merchants automated document management and workflow, enabled remote work, and improved disaster responsiveness. The result: new business policies are issued in four days, scanning rates dropped from 60% to 10%, clerical staff needs fell by 10%, and the v6.0 upgrade was completed in two hours — delivering measurable efficiency gains and stronger service to agents and policyholders.
Tom Tempeny