Case Study: Ross & Yerger achieves nearly doubled client logins and streamlined self-service with Vertafore's InsurLink

Ross & Yerger - Customer Case Study

Ross & Yerger is an employee‑owned independent insurance agency in Jackson, Mississippi, serving clients since 1860. Wanting to simplify staff workflows without major disruption, the agency sought a technology that would let clients self‑issue certificates and access policy information on their own schedule.

They implemented InsurLink (integrated with Sagitta), which was easy to set up and adopt during the pandemic and gave clients 24/7 access to documents, endorsements, and policy data. The self‑service capability reduced low‑value calls (one employee saw an 82‑call drop), increased client engagement (logins rose from ~1,000 to ~1,900 and one client logged in ~170 times in 4–5 months), and freed employees to focus on higher‑value relationship work.

Ross & Yerger

Dian Lewis

Ross & Yerger