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

AMS360 and InsurLink helped Gillman Insurance Problem Solvers modernize their agency. They used Vertafore solutions to automate tasks and improve... client engagement. The agency nearly doubled revenue in six years while adding only one or two staff. They kept revenue per employee over $200,000 and retention rates in the 90th percentile. AMS360 and InsurLink made work easier for both clients and employees.
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AMS360 and Vertafore Client Communications help Harbor Brenn Insurance Agencies blend technology and empathy. The agency uses automation to serve... thousands of personal lines clients while keeping a personal touch. AMS360’s quick navigation features make daily work easier and more efficient. Automated renewal review emails get a 42% open rate and high responses, leading to more coverage conversations and increased umbrella policy sales. Vertafore’s solutions let the agency grow while staying connected to its community.
Show More..

Vertafore helped Connor Insurance Agency move from paper-based processes to digital operations. The agency used AMS360 and Vertafore Client Communications... to centralize data and automate client communication. Integration with other business tools gave them a complete view of their operations. Nearly 700 clients praised the improved communication. When the agency lost a $50,000 carrier contingency bonus, Vertafore's tech helped them stay financially stable.
Show More..

AMS360 APIs helped Oyer, Macoviak and Associates automate office tasks and save time. The agency used API integrations to cut... 15 hours a week from marketing work. AMS360 let them standardize workflows and reduce paperwork for claims. They grew 16% in one year and 26% the next without hiring more staff. Profits increased by over 30%. Employees now save an hour a day on manual processes.
Show More..

TransactNOW helped MMG Insurance Company connect with agency customers in real time. MMG wanted to boost agent productivity and make... business easier for agents. They chose Vertafore solutions after a short review. MMG saw immediate ROI, with transaction volumes beating expectations in the first week. Agents saved time on manual work and reported higher satisfaction. Data reliability also improved.
Show More..

RiskMatch helped Keystone Agency Partners manage rapid growth after acquiring 19 agencies in three years. KAP faced challenges with different... agency management systems and data entry methods. By using RiskMatch, KAP achieved 80% adoption among partner agencies. The platform improved operational efficiency and helped KAP analyze agency performance. KAP used insights from RiskMatch to tailor services for different client segments and foster a collaborative culture across agencies.
Show More..

MGA Systems helped DUAL Group modernize operations in Australia and New Zealand. DUAL Group replaced legacy systems and manual processes... with one core platform. Brokers can now quote 10 times more business than before. The system reduced manual review of quotes from 45% to just 10%. Over 200,000 policies are now managed online, and 90-92% of quotes process automatically. Productivity and revenue increased, and employees spend more time on business development.
Show More..

Surefyre helped One80 Intermediaries automate insurance workflows. One80 faced slow manual underwriting, disconnected systems, and hard agent onboarding. Surefyre automated... underwriting, integrated systems, and gave agents a digital platform. One80 saved 2.5 hours per policy. The new portal made E&S placement faster and less paper-heavy. One80 now grows business and delivers quotes instantly.
Show More..

AgencyZoom helped Wurth Insurance Agency improve efficiency and client satisfaction. Todd Wurth chose AgencyZoom for its robust features and easy... customization. The platform automated daily tasks like renewals and claims, saving time for client service. Personalized onboarding made the transition smooth. The agency saw increased revenue and shared its success with other agents. Todd plans to use AgencyZoom for cross-selling and new business growth.
Show More..

AMS360 from Vertafore helped Oyer, Macoviak and Associates automate office tasks using API integrations. The agency saved an hour per... day per employee on manual work. They grew 16% last year and 26% this year without hiring more staff. Profits increased by over 30%. Claims processing now needs little to no paperwork. Workflows are faster and more consistent.
Show More..

Surefyre's automation platform helped One80 Intermediaries fix slow, manual insurance workflows. One80 faced problems with manual underwriting, disconnected systems, slow... agent onboarding, and no data insights. Surefyre automated underwriting, connected systems, and gave agents a digital platform. One80 now has faster quoting, more new business, and better submissions. The portal makes E&S placement easier and less paper-heavy.
Show More..

TransactNOW helped MMG Insurance Company give real-time connectivity to its agency customers. MMG wanted to help agents work faster and... more efficiently. They chose Vertafore's TransactNOW and other solutions after a short review. The company saw immediate return on investment, with transaction volumes exceeding expectations in the first week. Agents saved time on manual tasks and reported higher satisfaction. Data reliability also improved.
Show More..

RiskMatch helped Keystone Agency Partners manage rapid growth after acquiring 19 agencies in three years. KAP faced challenges with different... data systems and entry methods. RiskMatch unified data and improved access, leading to 80% adoption among partner agencies. KAP used insights from RiskMatch to boost operational efficiency and tailor services for different client segments. The solution helped KAP make better decisions and build a connected agency network.
Show More..

Vertafore's AMS360, InsurLink, and other tools helped Hyland Insurance move to remote work in just 48 hours during the 2020 pandemic. The agency went... fully paperless, using eDocs and TransactNOW to automate document handling and save staff time. InsurLink gave clients a modern self-service portal to access policy info and pay bills online. Hyland improved productivity, client engagement, and market connectivity. The agency kept strong customer relationships and stayed efficient through digital transformation.
Show More..

AMS360 and Vertafore Client Communications help Harbor Brenn Insurance Agencies blend technology with personal service. The agency uses automation to... reach thousands of personal lines clients. Automated renewal review emails get a 42% open rate and high response rates. This process leads to more coverage conversations and increased umbrella policy sales. Employees use quick navigation features to work faster and serve clients better.
Show More..

AMS360 and InsurLink helped Gillman Insurance Problem Solvers double their revenue in six years. The agency kept revenue per employee... over $200,000 and maintained a retention rate in the 90th percentile. AMS360 automated tasks and reduced manual data entry. Employees became more productive and happier. Vertafore Client Communications improved marketing and client engagement.
Show More..

QQCatalyst helped ETA Insurance Group modernize its agency management. ETA moved to a paperless business model and automated many processes.... The Agency Intelligence module enabled automated onboarding and marketing communications. Employees now respond to simple customer inquiries 80% faster. The agency improved efficiency and delivers a better customer experience.
Show More..

MGA Systems helped DUAL Group modernize its insurance operations in Australia and New Zealand. The new system let brokers quote... 10 times more business than before. DUAL Group increased straight-through processing of renewals and new quotes from 55% to 90-92%. They migrated 60,000 legacy policies and now manage over 200,000 policies online. The platform cut manual work, reduced errors, and boosted revenue by making quoting and policy management much faster.
Show More..

AMS360 by Vertafore helped Connor Insurance Agency move from paper-based processes to digital operations. The agency used AMS360 to centralize... data, automate communications, and integrate with other business tools. This led to easier management of policies, claims, and client details. Automated emails improved client satisfaction, with nearly 700 positive reviews. When faced with losing a $50,000 carrier bonus, the agency's tech stack helped them stay financially stable.
Show More..

QQCatalyst helped BEVCO Insurance move from paper files to a digital platform. The agency used QQCatalyst to work remotely and... automate daily tasks. Employees saved time with features like DocuSign integration and client communication tools. The new system let staff focus more on clients. BEVCO Insurance grew premiums by $250,000 after using QQCatalyst.
Show More..

Vertafore's AIM, NetRate, Surefyre, and ImageRight help XPT Specialty connect systems and improve insurance workflows. XPT Specialty uses deep system... integrations to cut manual work and speed up quoting. The company eliminates duplicate entry and boosts data accuracy for agents and carriers. This connected ecosystem supports growth and makes XPT a leader in insurance technology.
Show More..

Surefyre helped One80 Intermediaries automate insurance workflows. One80 faced slow manual underwriting, disconnected systems, and hard agent onboarding. Surefyre automated... underwriting, integrated systems, and gave agents a digital platform. One80 saved 2.5 hours per policy. The new process made E&S placement faster and less paper-heavy. One80 can now grow business and onboard more agents.
Show More..

WorkSmart by Vertafore helped Marshall & Sterling Insurance process over 7,000 hurricane claims after Hurricanes Irma and Maria. The agency used... WorkSmart to track processes, report in real time, and automate information flow. Staff could route work to the right people and manage bottlenecks. The solution increased workflow visibility and allowed growth without adding staff. Marshall & Sterling met client needs during a crisis without overwhelming employees.
Show More..

QQCatalyst and the Orange Partner Program helped Entrekin Insurance triple its sales premiums. The agency improved its retention rate to... 98.7%, far above the industry average of 83%. Their net promoter score reached 99, compared to the industry average of 32. Automation features let the three-person team focus on client education and service. Entrekin Insurance used Vertafore solutions to grow from a one-person operation to a successful agency.
Show More..

NetRate helps American Specialty Insurance manage risk for sports and entertainment clients. The company needed fast, efficient rating software to... keep up with changing markets. NetRate offers quick processing and easy changes, which supports their service goals. The software is user-friendly and reduces errors by eliminating re-keying. American Specialty recommends NetRate to other MGAs for its speed and efficiency.
Show More..

AIM and ImageRight help U. S. Risk, LLC, a specialty lines MGA, streamline workflows and centralize operations. Before using these...Vertafore solutions, U.S. Risk managed paperwork and reports manually. AIM now centralizes underwriting, accounting, and claims, while ImageRight routes work to the right people. The company automated payments and improved reporting accuracy. Policy issuance is now a single click, saving time and boosting productivity across 16 branches.
Show More..

ReferenceConnect helped FCCI Insurance Group move from paper-based processes to digital efficiency. The company used to keep reference materials in... binders and update them manually, which was slow and error-prone. With ReferenceConnect, FCCI centralized all carrier information for employees and agency partners. The solution enabled customizations, faster updates, and allowed one full-time employee to shift to a more strategic role. FCCI saw improved efficiency and a better experience for staff and partners.
Show More..

InsurLink helped SeibertKeck Insurance Partners improve client retention. The agency used InsurLink to give clients self-service options. This made it... easier for customers to get certificates and manage their needs. The solution also lowered costs by reducing the need to process physical checks. Employees could focus on higher-value tasks, making service better for clients. The agency kept its small-business feel while growing fast.
Show More..

QQCatalyst helped BEVCO Insurance move from paper files to a digital platform. The system made daily work faster and let... employees work from anywhere. BEVCO used QQCatalyst to automate tasks and connect with clients by text and email. The agency grew premiums by $250,000 after using QQCatalyst. Work that once took days now takes minutes.
Show More..

AMS360 and InsurLink helped Gillman Insurance Problem Solvers modernize their agency. They used Vertafore solutions to automate tasks and improve... client engagement. The agency nearly doubled revenue in six years while adding only one or two staff. They kept revenue per employee over $200,000 and retention rates in the 90th percentile. AMS360 and InsurLink made work easier for both clients and employees.
Show More..

AMS360 and Vertafore Client Communications help Harbor Brenn Insurance Agencies blend technology and empathy. The agency uses automation to serve... thousands of personal lines clients while keeping a personal touch. AMS360’s quick navigation features make daily work easier and more efficient. Automated renewal review emails get a 42% open rate and high responses, leading to more coverage conversations and increased umbrella policy sales. Vertafore’s solutions let the agency grow while staying connected to its community.
Show More..

Vertafore helped Connor Insurance Agency move from paper-based processes to digital operations. The agency used AMS360 and Vertafore Client Communications... to centralize data and automate client communication. Integration with other business tools gave them a complete view of their operations. Nearly 700 clients praised the improved communication. When the agency lost a $50,000 carrier contingency bonus, Vertafore's tech helped them stay financially stable.
Show More..

AMS360 APIs helped Oyer, Macoviak and Associates automate office tasks and save time. The agency used API integrations to cut... 15 hours a week from marketing work. AMS360 let them standardize workflows and reduce paperwork for claims. They grew 16% in one year and 26% the next without hiring more staff. Profits increased by over 30%. Employees now save an hour a day on manual processes.
Show More..

TransactNOW helped MMG Insurance Company connect with agency customers in real time. MMG wanted to boost agent productivity and make... business easier for agents. They chose Vertafore solutions after a short review. MMG saw immediate ROI, with transaction volumes beating expectations in the first week. Agents saved time on manual work and reported higher satisfaction. Data reliability also improved.
Show More..

RiskMatch helped Keystone Agency Partners manage rapid growth after acquiring 19 agencies in three years. KAP faced challenges with different... agency management systems and data entry methods. By using RiskMatch, KAP achieved 80% adoption among partner agencies. The platform improved operational efficiency and helped KAP analyze agency performance. KAP used insights from RiskMatch to tailor services for different client segments and foster a collaborative culture across agencies.
Show More..

MGA Systems helped DUAL Group modernize operations in Australia and New Zealand. DUAL Group replaced legacy systems and manual processes... with one core platform. Brokers can now quote 10 times more business than before. The system reduced manual review of quotes from 45% to just 10%. Over 200,000 policies are now managed online, and 90-92% of quotes process automatically. Productivity and revenue increased, and employees spend more time on business development.
Show More..

Surefyre helped One80 Intermediaries automate insurance workflows. One80 faced slow manual underwriting, disconnected systems, and hard agent onboarding. Surefyre automated... underwriting, integrated systems, and gave agents a digital platform. One80 saved 2.5 hours per policy. The new portal made E&S placement faster and less paper-heavy. One80 now grows business and delivers quotes instantly.
Show More..

AgencyZoom helped Wurth Insurance Agency improve efficiency and client satisfaction. Todd Wurth chose AgencyZoom for its robust features and easy... customization. The platform automated daily tasks like renewals and claims, saving time for client service. Personalized onboarding made the transition smooth. The agency saw increased revenue and shared its success with other agents. Todd plans to use AgencyZoom for cross-selling and new business growth.
Show More..

AMS360 from Vertafore helped Oyer, Macoviak and Associates automate office tasks using API integrations. The agency saved an hour per... day per employee on manual work. They grew 16% last year and 26% this year without hiring more staff. Profits increased by over 30%. Claims processing now needs little to no paperwork. Workflows are faster and more consistent.
Show More..

Surefyre's automation platform helped One80 Intermediaries fix slow, manual insurance workflows. One80 faced problems with manual underwriting, disconnected systems, slow... agent onboarding, and no data insights. Surefyre automated underwriting, connected systems, and gave agents a digital platform. One80 now has faster quoting, more new business, and better submissions. The portal makes E&S placement easier and less paper-heavy.
Show More..

TransactNOW helped MMG Insurance Company give real-time connectivity to its agency customers. MMG wanted to help agents work faster and... more efficiently. They chose Vertafore's TransactNOW and other solutions after a short review. The company saw immediate return on investment, with transaction volumes exceeding expectations in the first week. Agents saved time on manual tasks and reported higher satisfaction. Data reliability also improved.
Show More..

RiskMatch helped Keystone Agency Partners manage rapid growth after acquiring 19 agencies in three years. KAP faced challenges with different... data systems and entry methods. RiskMatch unified data and improved access, leading to 80% adoption among partner agencies. KAP used insights from RiskMatch to boost operational efficiency and tailor services for different client segments. The solution helped KAP make better decisions and build a connected agency network.
Show More..

Vertafore's AMS360, InsurLink, and other tools helped Hyland Insurance move to remote work in just 48 hours during the 2020 pandemic. The agency went... fully paperless, using eDocs and TransactNOW to automate document handling and save staff time. InsurLink gave clients a modern self-service portal to access policy info and pay bills online. Hyland improved productivity, client engagement, and market connectivity. The agency kept strong customer relationships and stayed efficient through digital transformation.
Show More..

AMS360 and Vertafore Client Communications help Harbor Brenn Insurance Agencies blend technology with personal service. The agency uses automation to... reach thousands of personal lines clients. Automated renewal review emails get a 42% open rate and high response rates. This process leads to more coverage conversations and increased umbrella policy sales. Employees use quick navigation features to work faster and serve clients better.
Show More..

AMS360 and InsurLink helped Gillman Insurance Problem Solvers double their revenue in six years. The agency kept revenue per employee... over $200,000 and maintained a retention rate in the 90th percentile. AMS360 automated tasks and reduced manual data entry. Employees became more productive and happier. Vertafore Client Communications improved marketing and client engagement.
Show More..

QQCatalyst helped ETA Insurance Group modernize its agency management. ETA moved to a paperless business model and automated many processes.... The Agency Intelligence module enabled automated onboarding and marketing communications. Employees now respond to simple customer inquiries 80% faster. The agency improved efficiency and delivers a better customer experience.
Show More..

MGA Systems helped DUAL Group modernize its insurance operations in Australia and New Zealand. The new system let brokers quote... 10 times more business than before. DUAL Group increased straight-through processing of renewals and new quotes from 55% to 90-92%. They migrated 60,000 legacy policies and now manage over 200,000 policies online. The platform cut manual work, reduced errors, and boosted revenue by making quoting and policy management much faster.
Show More..

AMS360 by Vertafore helped Connor Insurance Agency move from paper-based processes to digital operations. The agency used AMS360 to centralize... data, automate communications, and integrate with other business tools. This led to easier management of policies, claims, and client details. Automated emails improved client satisfaction, with nearly 700 positive reviews. When faced with losing a $50,000 carrier bonus, the agency's tech stack helped them stay financially stable.
Show More..

QQCatalyst helped BEVCO Insurance move from paper files to a digital platform. The agency used QQCatalyst to work remotely and... automate daily tasks. Employees saved time with features like DocuSign integration and client communication tools. The new system let staff focus more on clients. BEVCO Insurance grew premiums by $250,000 after using QQCatalyst.
Show More..

Vertafore's AIM, NetRate, Surefyre, and ImageRight help XPT Specialty connect systems and improve insurance workflows. XPT Specialty uses deep system... integrations to cut manual work and speed up quoting. The company eliminates duplicate entry and boosts data accuracy for agents and carriers. This connected ecosystem supports growth and makes XPT a leader in insurance technology.
Show More..

Surefyre helped One80 Intermediaries automate insurance workflows. One80 faced slow manual underwriting, disconnected systems, and hard agent onboarding. Surefyre automated... underwriting, integrated systems, and gave agents a digital platform. One80 saved 2.5 hours per policy. The new process made E&S placement faster and less paper-heavy. One80 can now grow business and onboard more agents.
Show More..

WorkSmart by Vertafore helped Marshall & Sterling Insurance process over 7,000 hurricane claims after Hurricanes Irma and Maria. The agency used... WorkSmart to track processes, report in real time, and automate information flow. Staff could route work to the right people and manage bottlenecks. The solution increased workflow visibility and allowed growth without adding staff. Marshall & Sterling met client needs during a crisis without overwhelming employees.
Show More..

QQCatalyst and the Orange Partner Program helped Entrekin Insurance triple its sales premiums. The agency improved its retention rate to... 98.7%, far above the industry average of 83%. Their net promoter score reached 99, compared to the industry average of 32. Automation features let the three-person team focus on client education and service. Entrekin Insurance used Vertafore solutions to grow from a one-person operation to a successful agency.
Show More..

NetRate helps American Specialty Insurance manage risk for sports and entertainment clients. The company needed fast, efficient rating software to... keep up with changing markets. NetRate offers quick processing and easy changes, which supports their service goals. The software is user-friendly and reduces errors by eliminating re-keying. American Specialty recommends NetRate to other MGAs for its speed and efficiency.
Show More..

AIM and ImageRight help U. S. Risk, LLC, a specialty lines MGA, streamline workflows and centralize operations. Before using these...Vertafore solutions, U.S. Risk managed paperwork and reports manually. AIM now centralizes underwriting, accounting, and claims, while ImageRight routes work to the right people. The company automated payments and improved reporting accuracy. Policy issuance is now a single click, saving time and boosting productivity across 16 branches.
Show More..

ReferenceConnect helped FCCI Insurance Group move from paper-based processes to digital efficiency. The company used to keep reference materials in... binders and update them manually, which was slow and error-prone. With ReferenceConnect, FCCI centralized all carrier information for employees and agency partners. The solution enabled customizations, faster updates, and allowed one full-time employee to shift to a more strategic role. FCCI saw improved efficiency and a better experience for staff and partners.
Show More..

InsurLink helped SeibertKeck Insurance Partners improve client retention. The agency used InsurLink to give clients self-service options. This made it... easier for customers to get certificates and manage their needs. The solution also lowered costs by reducing the need to process physical checks. Employees could focus on higher-value tasks, making service better for clients. The agency kept its small-business feel while growing fast.
Show More..

QQCatalyst helped BEVCO Insurance move from paper files to a digital platform. The system made daily work faster and let... employees work from anywhere. BEVCO used QQCatalyst to automate tasks and connect with clients by text and email. The agency grew premiums by $250,000 after using QQCatalyst. Work that once took days now takes minutes.
Show More..