Case Study: WalkerHughes Insurance achieves 24/7 client access and rapid document workflows with Vertafore’s InsurLink

WalkerHughes Insurance - Customer Case Study

WalkerHughes Insurance is a 15-office independent agency based in Carmel, Indiana and was named Indiana’s 2019 Agency of the Year for its client-focused approach. As the agency grew, manual tasks—printing ID cards and certificates, scanning mailed documents, bounced large-email attachments, frequent password resets for a non-integrated portal, and brand confusion with carriers—created costly interruptions, slow claim handling (taking days) and elevated E&O risk.

WalkerHughes implemented Vertafore’s InsurLink, a portal integrated with their agency management system that offers branded, secure document sharing, self-service password resets and drag‑and‑drop uploads. The result: postage and binder time eliminated, document turnaround cut from three days to two minutes, staff time freed for revenue-driving work, reduced E&O exposure, and a stronger client experience and agency brand.

WalkerHughes Insurance

Kevin Wheeler

Director & Agent