Case Study: Moreton & Company achieves higher revenue per employee and paperless workflows with Vertafore (Sagitta & WorkSmart)

Sagitta and WorkSmart help Moreton & Company increase revenue per employee

Moreton & Company is a fourth‑generation, family‑owned insurance broker founded in 1910, now a $600M agency with 180 employees across Utah, Idaho and Colorado and ranked among the top 100 brokers in the U.S. By the early 2000s its legacy systems and paper‑based processes could not support continued growth or modern workflows, creating inefficiencies and limiting scalability and business continuity.

Moreton implemented Vertafore Sagitta (2004) and later rolled out WorkSmart in a phased approach, customizing fields and workflows and using the tight Sagitta–WorkSmart integration for seamless file access. The result: paper files eliminated, accounting and claims work made far faster, improved workflow visibility and remote access, greater hiring flexibility, and rising revenue‑per‑employee that lets the agency grow revenue without adding staff.

Moreton & Company

Susan Stoddard

Corporate Secretary and Systems Manager