Case Study: U.S. Risk, LLC achieves streamlined MGA operations, accurate reporting, and digital payments with Vertafore (AIM, ImageRight, VPI & ePayPolicy)

U.S. Risk, LLC - Customer Case Study

U.S. Risk, LLC is a Dallas-based specialty lines underwriting manager and wholesale broker with 16 domestic and international branches and a growth strategy driven by acquisitions. As the firm expanded, it struggled with manual, paper-based workflows, time-consuming data entry and reporting, and complex tax and payment processes that created consistency and compliance risks across branches.

By implementing Vertafore’s AIM as the core system—integrated with ImageRight, VPI and ePayPolicy—U.S. Risk centralized underwriting, accounting and claims, reduced policy issuance to a single click, automated tax calculations, and digitized payments. The changes freed operations time, increased reporting accuracy and consistency across locations and acquisitions, streamlined processes for agents, and provided ongoing product collaboration and community support.

U.S. Risk, LLC

Carole Hardy

Director of Business Applications