“My CL producers have tripled their books of business within 8 months by leveraging the Producer Tools and resources within ReferenceConnect.”

“Being able to manage and view my team’s work list in one go is invaluable. No task ever gets lost in the system. I can prioritize workloads and re-assign tasks if someone is off sick so that nothing gets missed. I can also produce reports at the touch of a …

“Creating transparency with data creates healthy competition, and we’re seeing that happen organically because of RiskMatch. This culture is not just about fostering healthy competition; it's about creating a unified vision and approach across all agencies.”

“When factoring in everything we’ve implemented to date, we’re saving about 40 hours a month. At the same time, we’ve been able to expand without additional staffing.”

“You just can’t be a successful, growing agency without the right technology.”

“If we took away the Platform, we’d probably have a mutiny on our hands."

“We have real facts to support our business decisions you just can’t get this type of information any other way than with WorkSmart.”

“For us, WorkSmart opens up many more avenues for exponential efficiency gains.”

“Establishing roles and workflow through WorkSmart makes us more standardized and more efficient.”

“The ImageRight implementation has played an important role in a major organizational change and realignment.”

“If you’re just starting out, you absolutely need FSC Rater. You’d be crazy to try to go without it.”

“We did an extensive search, and honestly, Vertafore had the only system that could effectively serve a 100-person agency.”

“They don’t have to go to the file cabinet, dig for the information, and compare. All the information is at their fingertips.”

“Our goal was to make things simple, and to do that, we needed one, tightly integrated system that could do it all.”

“WorkSmart creates the platform for agencies to leverage the right resources for the right tasks.”