“The way MGAs conduct business is constantly changing. We needed a system that helped us stay competitive and adapt as the industry evolves.”

"We needed to have a partner that had all of the solutions that we could utilize and know that they would integrate and talk to one another.”

“The ability to access claims files 24/7 by dialing in from anywhere in the world means we can get an instant answer for a coverholder in California no matter what time of day. It also means that we can access files in our U.S. offices just as easily as we …

"We are more streamlined in our processes, and I think it’s due to leveraging technology and knowing how to use every aspect of AMS360 and what it has to offer."

“I had no idea how many hours and hours and hours’ worth of work TransactNOW would save us.”

“If you have a couple carriers that are pretty close in premium, then the ease of doing business and our relationship with the carriers plays a major role in where we are going to place that business.”

“As a new agency, the first two years are tight because you’re building a base, but we’re in our third year now, which is basically when things are starting to turn around. It’s nice to have some money to reinvest in the agency."

“The change Vertafore has made where I have a contact and each of my agents has a contact has been amazing.”

“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.”

“This past year our retention rate was up by six points. Our survey cards always come back complementing our agency on how quickly we respond. We believe the service we deliver using Vertafore technology has had a direct, positive impact on customer retention.”

“Our agency needed a CRM to provide our producers with an efficient way to manage their prospecting and provide our management with visibility into the producers’ efforts toward writing new business.”

"The system is so easy to use. The new features in FSC Rater Powered by PL Rating have really saved the agency time. We no longer have to go into a separate cost estimator when quoting homes, it is built right in. Another benefit is being able to run SAQ. …

“F: Fundamental for transacting new business growth to our agency. S: Secures accurate carrier rates that easily bridge into carriers sites for faster point of-sale process. C: Consistently streamlines the quoting process, and is a great data source for other cross-sell/up-sell opportunities.”

“Our CSRs take the customer’s call, click a button, and immediately go to the carrier’s website and get the answer while the customer is still on the phone.”

“An imperfect submission doesn’t get a fair look from companies, let alone the best available rates. An agent needs an informed analysis of the risk to make sure he’s giving the best picture of the risk to underwriters.”