Case Study: Satanoff Insurance achieves rapid quoting and streamlined onboarding with Vertafore Commercial Submissions

Satanoff Insurance - Customer Case Study

Satanoff Insurance, a Wayne, PA agency serving the greater Philadelphia area since 2005, prides itself on trusted client relationships and a strong employee experience. However, its commercial lines quoting was slow and fragmented—agents spent over an hour per submission entering data across carrier sites, risking lost business and creating lengthy onboarding for new hires.

By adopting Vertafore’s Commercial Submissions—seamlessly integrated into their existing tech stack—Satanoff standardized quoting, turned around commercial quotes in under five minutes while the customer was still on the phone, and shortened new-hire ramp time. The solution improved workflows and productivity, helped agents win more business, and delivered measurable results: Google reviews grew from 5 to 181 in a year and the agency achieved a 73.5% customer referral conversion rate.

Satanoff Insurance

Rebecca Ricciardi

Vice Principal, Sales and Operations