Case Study: Peel & Holland increases revenue-per-employee to $189,000 with Vertafore solutions (WorkSmart, Sagitta, BenefitPoint)

Peel & Holland increases revenueper-employee to $189,000 with help from its Vertafore solutions

Peel & Holland is a fourth‑generation, full‑service insurance agency founded in 1924 with four Kentucky offices that handles personal, commercial and public‑sector risks. Facing manual, disconnected processes and a goal to grow top‑ and bottom‑line performance without adding headcount, the agency sought better visibility, standardized workflows and ways to attract and retain talent across locations.

Peel & Holland deployed Vertafore solutions—WorkSmart integrated with Sagitta, BenefitPoint and TransactNOW—to digitize documents, automate and customize workflows, and centralize task management. The result: higher productivity and service levels, easier remote work and faster onboarding of acquisitions, and a rise in revenue‑per‑employee from $160,000 to $189,000, along with reduced staff stress and increased capacity.

Peel & Holland

Roy Riley

President