Case Study: Wright Insurance Agency, Inc. achieves 50% faster quoting and seamless migration with Vertafore PL Rating

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Preview of the Wright Insurance Agency, Inc. Case Study

Wright Insurance Agency, migrating from MI-Rater RT to PL Rating was like getting a free upgrade

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.


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