Case Study: Reliable Insurance Agency gains secure, automated book rolls and stronger carrier relationships with Vertafore Book Roll

Reliable Insurance Agency - Customer Case Study

Reliable Insurance Agency is a 40-year-old, family-founded independent agency serving the Duluth/Superior area with three offices and growing carrier relationships. When a new major carrier asked for regular book rolls, Reliable’s manual process—time-consuming, insecure, and reliant on key staff—created operational strain and risked damaging the carrier relationship.

Reliable implemented Vertafore’s Book Roll to automate and securely export policy data on demand. The solution eliminated manual uploads, reclaimed staff time, reduced the risk of data leaks, and strengthened the carrier relationship—resulting in a fully automated process, faster targeted communication, and a more attractive partnership for future business placement.

Reliable Insurance Agency

Kyle Wojtysiak

Senior Accounting Manager