Real-World Case Studies and Customer Success Stories with Vertafore ReferenceConnect

AMS360 helped Brightway Insurance improve data analytics and forecasting. The platform made training and onboarding faster. Brightway used AMS360 to... support its franchise growth. The solution let them offer better service to customers. AMS360 increased efficiency across their operations.
Show More..

Bowen, Miclette & Britt used WorkSmart to improve their business process visibility. The agency reduced the submission lifecycle with this... technology. They achieved record efficiency in their operations. WorkSmart helped them provide better customer service. The agency gained more control over their workflows. This led to faster and more efficient service for clients.
Show More..

ReferenceConnect AI helped Jones & Wenner Insurance, Inc. improve operational efficiency. The agency used Vertafore's solution to write business faster... and more accurately. Staff became trusted authorities for their clients. The agency increased revenue and built stronger customer relationships. The solution enabled a more proactive approach to client service.
Show More..

Higgins & Bolduc Agency used AMS360 to improve customer experience and streamline operations. The agency is small and family-owned. AMS360... helped them compete with larger insurance companies. They saw substantial growth over 25 years. The solution made them more efficient and competitive. Their story shows the impact of adopting modern insurance management software.
Show More..

Kerry's Insurance Services uses FSC Rater from Vertafore to turn leads into customers. The agency has relied on this tool... since the start of its business. FSC Rater helps Kerry's Insurance grow by making it easier to convert prospects. The solution supports business growth in the insurance sector. Kerry's Insurance trusts Vertafore for lead conversion and customer acquisition.
Show More..

Vertafore helped Hyland Insurance go fully paperless and automate key processes. The agency quickly shifted to remote work during the... 2020 pandemic. Staff saved time with automation and self-service tools. Clients accessed policy info and paid bills online using InsurLink. Integrated solutions improved productivity and client engagement. Hyland's team felt more in control and proactive with Vertafore's support.
Show More..

Gillman Insurance Problem Solvers used Vertafore’s AMS360, InsurLink, and Client Communications to modernize their agency. They doubled revenue over six... years while adding only one or two staff. The agency maintained over $200,000 in revenue per employee and achieved retention rates in the 90th percentile. Automated communication and customer self-service improved both client experience and employee productivity. Vertafore’s solutions helped them become a Best Practices Top Performer in their category.
Show More..

QQCatalyst helped ETA Insurance Group go paperless and improve efficiency. The agency reduced time spent on simple inquiries by over... 80%. Automated onboarding and marketing communications now save staff time and improve client relationships. Built-in texting and mobile features let ETA respond to customers from anywhere. Employees can now access client files instantly, boosting productivity and service speed.
Show More..

Agency Revolution helped Action Insurance Service grow its business and improve customer communications. The Fuse platform integrated with Vertafore’s AMS360,... enabling targeted campaigns and automated outreach. Action Insurance increased client retention from 92% to 95% and raised average policies per client from 1.8 to 1.87. The agency tripled client outreach and boosted online reviews from 2 to over 20. The Fuse Dashboard made campaign results easy to track and improved team accountability.
Show More..

Vertafore helped XPT Specialty connect its systems for insurance quoting and data management. XPT used integrations with AIM, NetRate, Surefyre,... and ImageRight to cut duplicate entry and speed up submissions. This made work easier for agents and carriers. XPT won Vertafore’s 2025 Speed to Market Innovator Award for these efforts. Their approach set a new standard for technology partnerships in insurance.
Show More..

NetRate helped American Specialty Insurance & Risk Services, Inc. improve efficiency in commercial lines rating. The company serves sports, leisure,... and entertainment clients, facing complex risk exposures. NetRate's speed and flexibility let them adapt quickly to market changes. The tool is user-friendly and reduces errors by eliminating data re-entry. American Specialty values NetRate for its fast processing and intuitive design.
Show More..

One80 Intermediaries used Surefyre's automation platform to fix slow, manual insurance workflows. They automated underwriting and integrated systems to cut... down on email and data entry. The new digital platform made it easier to onboard agents and process more policies. One80 gained better data insights and reporting. The changes helped them grow faster and stand out from competitors.
Show More..

Marshall & Sterling Insurance used Vertafore's WorkSmart to handle over 7,000 hurricane claims after Hurricanes Irma and Maria. The agency managed... a surge in claims without adding staff. WorkSmart helped route work, manage bottlenecks, and organize documents. Staff could see tasks and reassign work quickly. The solution integrated with other Vertafore products and internal systems.
Show More..

Vertafore's QQCatalyst and Orange Partner Program helped Entrekin Insurance triple its sales premiums and achieve a 98. 7% retention rate,...far above the industry average. The agency also reached a net promoter score of 99, compared to the industry average of 32. Automation features in QQCatalyst allowed the three-person team to focus on client education and personalized service. Integrations like the Insurance Agent App enabled faster claims processing and continuous client engagement. Entrekin Insurance credits Vertafore solutions for driving growth and building strong customer relationships.
Show More..

MGA Systems helped DUAL Group migrate 60,000 legacy policies and now supports over 200,000 policies online. Brokers can now quote... 10 times more business than before, boosting revenue. The system reduced manual review of quotes from 45% to just 10%. Open APIs allow easy integration with other platforms. DUAL Group expanded quickly in Australia, New Zealand, and new markets using MGA Systems.
Show More..

Vertafore’s AMS360 and integrated solutions help Harbor Brenn Insurance Agencies serve thousands of personal lines clients efficiently. Automation enables proactive... client outreach, like renewal reminders, with a 42% open rate. Quick navigation features streamline workflows for staff. The agency balances technology and empathy to maintain strong customer relationships. Vertafore’s tools support revenue growth and client retention, even during industry challenges.
Show More..

Vertafore's AIM and ImageRight helped U. S. Risk, LLC automate reporting and streamline workflows. The company replaced manual paperwork and...data entry with digital tools. Reporting accuracy improved across all branches. Payment processing with agency partners became fully digital. U.S. Risk now saves time and serves agents faster. The solution increased consistency and reduced errors in compliance tasks.
Show More..

Surefyre helped One80 Intermediaries automate manual underwriting and agent onboarding. The platform integrated One80's systems, reducing data re-entry and streamlining... workflows. One80 gained instant quoting and faster, more accurate submissions. The digital portal improved agent experience and set One80 apart from competitors. One80 now uses data insights to optimize operations and support business growth.
Show More..

Vertafore helped Connor Insurance Agency digitize every form, claim, and policy. The agency eliminated paperwork and centralized all client data... using AMS360. Integration with CRM, accounting, and email systems gave a complete view of operations. Automated communications improved client satisfaction, with nearly 700 positive reviews. When faced with a $50,000 bonus loss, Vertafore's tech stack helped the agency stay financially stable.
Show More..

AMS360 by Vertafore helped Oyer, Macoviak and Associates automate insurance workflows. The agency used API integrations to cut manual policy... changes from 30 minutes to 30 seconds. They achieved 26% annual growth without hiring more staff. Claims processing now requires little to no paperwork. Staff save an hour per day on routine tasks, boosting profitability and customer service.
Show More..

Gillman Insurance Problem Solvers used Vertafore’s AMS360 and InsurLink to modernize their agency. They doubled revenue in six years while... adding only one or two staff. The agency maintained over $200,000 in revenue per employee. Retention rates stayed in the 90th percentile. Automated client communications and a self-service portal improved customer experience and productivity.
Show More..

FCCI Insurance Group used Vertafore's ReferenceConnect AI to centralize carrier information for employees and agency partners. Before, staff relied on... paper binders and manual updates, which slowed growth and caused errors. With ReferenceConnect AI, FCCI created a single online source for all reference materials. The solution let subject matter experts update content directly, reducing errors and saving time. Efficiency gains allowed FCCI to move a full-time employee to a more strategic role.
Show More..

SeibertKeck Insurance Partners used Vertafore's InsurLink to boost customer retention. The agency offered clients a self-service portal for easy access... to insurance documents and payments. This digital solution reduced costs tied to processing physical checks. Employees spent less time on simple inquiries and more time helping clients. The portal led to higher engagement and made customers less likely to switch agencies.
Show More..

RiskMatch helped Keystone Agency Partners (KAP) achieve 80% adoption among its 19 partner agencies. KAP used RiskMatch to unify data... from different agency management systems and improve operational efficiency. The platform enabled KAP to analyze agency performance, optimize resource allocation, and tailor services for different client segments. Collaboration and data transparency fostered a unified culture and healthy competition across agencies. KAP now uses data insights to guide growth and investment decisions.
Show More..

MMG Insurance Company used Vertafore’s TransactNOW to connect with agents in real time. The company wanted to help agents work... faster and more efficiently. After implementing TransactNOW, MMG saw transaction volumes exceed expectations in the first week. Agents saved time on manual tasks and reported higher satisfaction. MMG also improved data reliability and reduced data entry costs.
Show More..

QQCatalyst helped BEVCO Insurance eliminate paper files and filing cabinets. The platform automated daily processes and enabled remote work during... the pandemic. Employees now complete policy workflows in minutes instead of days. Integrations with DocuSign and Bridge improved client communication and agreement management. Since using QQCatalyst, BEVCO Insurance grew premiums by $250,000.
Show More..

Vertafore helped Hyland Insurance go fully paperless and automate key processes. The agency used AMS360, InsurLink, and Orange Partner Integrations... to quickly shift to remote work during the pandemic. Staff saved time with automation and clients accessed services online anytime. Marketing automation kept client relationships strong. Integration of Vertafore tools made Hyland more proactive and efficient.
Show More..

QQCatalyst helped BEVCO Insurance move from paper files to a digital platform. The team used QQCatalyst to automate daily tasks... and work remotely during the pandemic. Integrations with DocuSign and Bridge made client communication and document management faster. The agency saved time and improved workflows, cutting policy processing from days to minutes. BEVCO Insurance grew premiums by $250,000 after adopting QQCatalyst.
Show More..

MGA Systems helped DUAL Group, a major international MGA, modernize operations in Australia and New Zealand. The new core management... system enabled migration of 60,000 legacy policies and now supports over 200,000 policies online. Brokers can now quote 10 times more business, with 90-92% of quotes processed automatically, up from 55%. Open APIs allow easy integration with other platforms, reducing manual work and errors. The system cut turnaround times and boosted revenue for DUAL Group.
Show More..

Gillman Insurance Problem Solvers used Vertafore’s AMS360 and InsurLink to modernize their agency. They nearly doubled revenue in six years... while adding only one or two staff. The agency maintained over $200,000 in revenue per employee and kept retention rates in the 90th percentile. AMS360 automated communication and reduced manual data entry. InsurLink gave customers self-service options, improving satisfaction and efficiency.
Show More..

RiskMatch helped Keystone Agency Partners (KAP) achieve 80% adoption among its 19 partner agencies. KAP used RiskMatch to unify data... from different agency management systems and improve operational efficiency. The platform enabled KAP to analyze agency performance, optimize resource allocation, and tailor services for different client segments. Collaboration increased as agencies shared insights and best practices. KAP now uses data-driven insights to guide growth and foster a unified culture across its network.
Show More..

Surefyre helped One80 Intermediaries automate manual underwriting and agent onboarding. The platform replaced email-driven processes with digital workflows. One80 integrated... its systems to cut down on manual data entry. The solution gave agents a digital portal and enabled instant quoting. One80 gained better data insights and grew new business faster. The portal made E&S placement less paper-intensive and set One80 apart from competitors.
Show More..

QQCatalyst helped ETA Insurance Group go fully paperless. The agency cut time spent on simple inquiries by over 80%. Automated... onboarding and marketing save staff hours each week. Employees now access client files instantly, improving service speed. Built-in texting lets customers reach the agency easily. ETA Insurance Group delivers a modern customer experience with Vertafore's technology.
Show More..

MMG Insurance Company used Vertafore’s TransactNOW to connect with agents in real time. The company wanted to help agents work... faster and more efficiently. After implementing TransactNOW, MMG saw transaction volumes exceed expectations in the first week. Agents saved time on manual tasks and reported higher satisfaction. MMG also improved data reliability and reduced data entry costs.
Show More..

AgencyZoom helped Wurth Insurance Agency boost efficiency and client satisfaction. Todd Wurth used AgencyZoom’s automation to streamline renewals and claims... management. Personalized onboarding made the transition easy for his team. The agency tailored features to fit client needs, leading to higher revenue. Todd shared his setup with other agents, spreading growth across his district.
Show More..

Vertafore’s AMS360 and integrated solutions help Harbor Brenn Insurance Agencies serve thousands of personal lines clients efficiently. The agency uses... automation to send renewal reminders, achieving a 42% open rate and high response rates. Quick navigation features in AMS360 streamline workflows and reduce manual work. These tools let the team maintain personal connections while growing revenue. Harbor Brenn credits Vertafore for enabling proactive, client-focused service.
Show More..

Vertafore helped Connor Insurance Agency digitize every form, claim, and policy. The agency eliminated paperwork and centralized all client data... using AMS360. Integration with CRM, accounting, and email systems gave a complete view of operations. Automated communications improved client satisfaction, with nearly 700 positive reviews. When faced with a $50,000 lost bonus, Vertafore's tech stack helped the agency stay financially stable.
Show More..

AMS360 from Vertafore helped Oyer, Macoviak and Associates automate insurance workflows. The agency used API integrations to save an hour... per day per employee. Policy changes dropped from 30 minutes to 30 seconds. They grew 26% in a year without hiring more staff. Claims processing now needs little to no paperwork. AMS360 improved data consistency and client service.
Show More..