"Producer Plus is an invaluable tool for our new producers as well as our seasoned staff."

“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."

“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.”

“We are absolutely in love with AMS360. It’s the best system out there.”

“If you don’t run that report, and if you don’t have the data, you’re never going to find it.”

“Since implementation, [Vertafore] has enabled us to examine every broker compensation arrangement in place, identifying out-of-date incentive programs and recognizing cases where broker commissions were not leveraging the desired business result.”

“Our team has a complete picture of client data at their fingertips. It’s all based on real-time data, enforced data, premiums, commissions, everything we need to know to provide a world class experience to clients.”

“What we need more in this world is people helping people. And I'm passionate about what we do here, we truly care.”

“When I happened upon your product, it just clicked for me. It made sense. The interface was easy to understand immediately. It was intuitive. And that's the part that really hooked me.”

“Before, we used to have reams and reams of paper because we printed everything out. Now we save everything as files, we attach it into QQCatalyst, and we can send everything to DocuSign through the system.”

“We’ve come close to doubling our revenue over a six-year period while only having to add one or two folks to the team. People are really important, and so is the environment, culture, and technology they use to do their job.”

“We’re doing more than just selling and servicing a policy, and our customer experience has to reflect that.”

“As we grow, we need that expertise to help us put our organization together and that’s why we lean on Vertafore.”

“Our customers are linked to us and are less likely to look at someone else because they have this portal set up."

“ This [was] a game-changer for us. it [was] a time-consuming process to contract new associates and brokers with the large amount of paperwork we encounter. [it’s] amazing to see the process happen in about five minutes.”