Case Study: Marshall & Sterling Insurance processes 7,000 hurricane claims with Vertafore WorkSmart

Marshall & Sterling Insurance manages 7,000 hurricane claims with Vertafore

Marshall & Sterling Insurance, a large privately-owned insurance agency, faced a massive claims processing challenge after Hurricanes Irma and Maria devastated the U.S. Virgin Islands in 2017. The agency needed to handle over 7,000 claims efficiently while preventing staff overwhelm and managing a surge in client communications. They turned to vendor Vertafore and its WorkSmart solution to address this.

Vertafore implemented its WorkSmart content management and workflow system, which allowed Marshall & Sterling to track processes in real-time, automate information flow, and distribute work effectively across teams and locations. This provided critical visibility into workloads and bottlenecks. As a result, the agency successfully processed all 7,000 claims, managed the chaotic influx, and boosted growth without increasing headcount, realizing significant operational efficiencies through Vertafore's solution.

Marshall & Sterling Insurance