Case Study: Atlas Insurance Agency boosts certificate issuance 30% and modernizes workflows with Vertafore WorkSmart

Vertafore® solutions help Atlas Insurance increase revenue, enhance efficiency, and position for the future

Atlas Insurance Agency, the largest and oldest agency in Hawaii with offices in Honolulu, Maui and the Big Island and a three-time “best place to work” winner, faced a major operational challenge: a paper-based, inconsistent document-management process that slowed service, hidden workloads across locations, and limited scalability. Leadership also needed to bring long-tenured staff along with younger employees to adopt new, standardized ways of working.

Atlas implemented Vertafore’s WorkSmart, creating cross‑functional committees to standardize document storage and workflow, centralize processing, and drive employee buy‑in. The paperless, visible workflows improved responsiveness and branch support, increased certificate issuance productivity by 30%, and positioned the agency to explore offshore back‑office options and compete more effectively into the future.

Atlas Insurance Agency

Kathy Kano

Executive Vice President