Case Study: The Wheeler Agency achieves paperless operations and stronger customer retention with Vertafore's QQCatalyst

Wheeler Agency isn’t afraid to adopt emerging technologies in order to stay productive and serve customers better

The Wheeler Agency, a family-owned independent insurance firm serving Lake City, Florida since 1969, needed a modern management system to keep personalized service while reducing busywork and connecting existing systems. Facing an industry shift toward integrated, web-based tools, the agency sought a solution that would streamline operations and help staff focus on clients rather than manual tasks.

By adopting QQCatalyst, Wheeler gained deep integration with Outlook, QuickBooks and other tools plus smart automation and reporting that cut time-consuming data entry and reconciliations. Routine reporting went from about 30 minutes a day to 30 minutes a month, the agency became paperless for personal lines, and proactive alerts let staff resolve issues—like steep renewal increases—before customers call, improving retention and enabling modest, sustainable growth.

The Wheeler Agency

John Wheeler

Owner