Vertafore
63 Case Studies
A Vertafore Case Study
Wright Insurance Agency, a two-person full-service agency in Kewaskum, Wisconsin founded in 1984, prides itself on exceptional customer service and finding the best coverage at competitive rates. To maintain high-touch service without growing staff, owner Jim Wright needed a comparative rating solution that integrated with his agency management system, sped up remarketing, and migrated smoothly from his legacy rater.
Migrating to Vertafore’s PL Rating delivered that solution: the switch took less than a week with no downtime, integration worked flawlessly, and intuitive features like driver/vehicle pre-fill and once-and-done quoting cut quote time by about 50%. Consumer-facing quoting brought real-time leads from the agency website, remote access supported staff across locations, and the faster, more feature-rich workflow gave the agency a clear competitive advantage.
Jim Wright
Owner