Case Study: U.S. Risk streamlines MGA operations with Vertafore AIM, ImageRight, VPI, and ePayPolicy

U.S. Risk automates 2,000 monthly tax entries with Vertafore

U.S. Risk, LLC, a growing specialty lines underwriting manager and wholesale broker, faced challenges with inefficient, manual processes involving physical paperwork, data entry for reports, and cumbersome payment collection. To streamline operations across its many branches, the company turned to vendor Vertafore and implemented its AIM and ImageRight solutions.

Vertafore's solutions, including AIM, ImageRight, Vertafore PolicyIssuance (VPI), and the Orange Partner ePayPolicy, centralized underwriting and automated key workflows. This provided distributed reporting capabilities, automated tax calculations, reduced policy issuance to a single click, and digitized payments. The results included freed-up time for operations, increased reporting accuracy, improved consistency across branches, and a faster, more competitive service for agency partners.

U.S. Risk, LLC