Case Study: SeibertKeck Insurance Partners boosts retention with Vertafore InsurLink

SeibertKeck Insurance Partners boosts retention with Vertafore's InsurLink and 145-250 monthly logins

SeibertKeck Insurance Partners, a rapidly growing independent agency, faced challenges in maintaining its small-agency culture and providing excellent service amidst its expansion. Their goal was to improve the client digital experience and increase engagement. To achieve this, they partnered with vendor Vertafore to implement its InsurLink self-service portal.

Vertafore's InsurLink solution provided clients with modern self-service capabilities, such as retrieving certificates of insurance and making digital payments. This allowed SeibertKeck to meet customers' needs for immediacy and streamline its own operations. The results included increased customer retention, with 145-250 clients using the portal every 30 days, and a significant reduction in costs and security risks associated with processing physical checks. Vertafore's product gave the agency a competitive edge and helped solidify client relationships.

SeibertKeck Insurance Partners