Case Study: Oyer, Macoviak and Associates achieves streamlined operations and 25% annual profit with Vertafore Agency Platform

Oyer, Macoviak and Associates chose Vertafore Agency Platform™ CL because it’s the future of business

Oyer, Macoviak and Associates is a long-established independent insurance agency (founded 1953 in Boynton, Florida) that grew to $11 million in revenue with just 8.5 employees by focusing on efficiency and customer service. After years of paper-based processes and a patchwork of vendor systems, president Rob Macoviak needed a single, integrated solution to improve workflow, mobility, reporting and business continuity.

The agency implemented the cloud-based Vertafore Agency Platform (live in 2013), consolidating AMS360, PL Rating, ReferenceConnect, TransactNOW and BenefitPoint into one system with single sign-on. The platform enabled automated workflows, real-time reporting (instant retention metrics), mobile access and lower operating costs, letting the firm grow without adding staff and sustain roughly a 25% annual profit.

Oyer, Macoviak and Associatess

Rob Macoviak

President