Case Study: McCredie Insurance slashes policy turnaround to 30 days and trims training to 1 month with Vertafore Agency Platform (Vertafore)

Vertafore Agency Platform gives independent agencies a competitive advantage

McCredie Insurance, a nearly 100‑year‑old independent agency based in Flint, Michigan that serves clients in 40+ states (about 80% commercial lines with an aviation specialty), struggled with limited visibility into workloads and processes, lengthy onboarding and policy turnaround times, outsourced producer licensing, and dispersed IT systems that increased risk and administrative overhead.

By implementing the Vertafore Agency Platform CL Plus — including Business Process Reporting, Best Practices workflows, AgencyEDGE and cloud services — McCredie standardized workflows, centralized reporting and licensing, and streamlined IT. The agency cut new‑hire training from six months to about 30 days, reduced policy completion from ~90–95 days to under 30, eliminated outsourcing costs for licensing, improved revenue forecasting through producer pipeline visibility, and lowered E&O risk.

McCredie Insurance

Todd McCredie

Principal