“We try to conform to the way our clients individually want to work with us. InsurLink is flexible and allows us to have that personal touch, that individual relationship with each of our clients.”

“Our retention has been above 95% since the agency began tracking retention. We take a lot of pride in our retention percentage and we feel utilizing ReferenceConnect gives our customers a more consultative experience, contributes to that 95-plus retention rate.”

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

“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.”

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

“We wanted to find a way to work faster and increase productivity without adding personnel.”