Case Study: SeibertKeck Insurance Partners boosts customer retention and modernizes client experience with Vertafore's InsurLink

SeibertKeck elevates client engagement and retention with InsurLink

Insurance Partners is an independent insurance agency founded in 1910 with 18 locations across Ohio and Florida. Rapid growth through acquisitions left the company challenged to scale operations, preserve a small-agency culture, and remain customer-centric—particularly around client engagement, certificate access for niche trucking customers, and inefficient paper-based payment processes.

To address this, Insurance Partners implemented Vertafore’s InsurLink (with ePayPolicy for payments), giving clients a mobile self‑service portal to retrieve certificates, pay electronically, and access account information. The solution reduced check-processing costs and security risks, freed staff to focus on higher‑value service, and drove engagement—145–250 customers log in monthly—helping improve retention and strengthen customer relationships.

SeibertKeck Insurance Partners

Joyce Sigler

System Intellegence Manager