Case Study: Moody Insurance achieves 95%+ retention and 83% productivity boost with Vertafore's ReferenceConnect

Moody Insurance - Customer Case Study

Moody Insurance Agency is a family-owned Colorado firm founded in 1972 that manages specialty risk, bonding, employee benefits and personal lines across four offices with about 140 employees and more than $100M in written premiums. The agency struggled with slow, manual research—producers relied on paper manuals and underwriter calls—causing inefficient workflows, onboarding challenges for newer hires, and potential E&O and client relationship risk.

Moody implemented Vertafore’s ReferenceConnect, giving producers instant access to Risk Profiles, coverage checklists and recommended coverages. The tool cut research time from about 90 minutes to 15, increased productivity by 83.3%, strengthened onboarding and cross-selling, and helped sustain agency retention above 95%, supporting faster, more confident service and continued growth.

Moody Insurance

Kim Burkhardt

Chief Sales Officer