#United States #Charlotte #Vertafore #Insurtech #AgencyOne

Vertafore Unveils AgencyOne: A New Era for Independent Agencies

In a significant step towards transforming the insurance landscape, Vertafore, a leader in modern insurance technology, recently launched AgencyOne at its annual user conference, Accelerate, held in Charlotte, North Carolina. This newly introduced platform is tailored to meet the evolving needs of independent agencies by integrating essential tools and features into a single, unified solution.

Enhancements in the Technology Experience

AgencyOne is designed to streamline agency operations, allowing users to access various functionalities from a centralized dashboard. The platform boasts several key innovations aimed at simplifying workflows and enhancing collaboration within agencies. Here are some of the standout features:

• - Centralized Dashboard: The platform introduces a simplified renewals workflow accessible on one dashboard, facilitating better transparency and collaboration.
• - Expanded Insights: AgencyOne offers enhanced analytics capabilities that surface crucial client and policy trends, empowering agencies to improve retention and uncover new growth avenues.
• - Holistic Client Management: Users can manage related clients directly within the platform, enabling quicker decision-making based on a comprehensive view of client needs and interactions.

Vertafore's Chief Product Officer, James Thom, highlighted how these innovations represent a leap forward in creating a more efficient working environment for agencies. He further emphasized that the integration of Vertafore's award-winning management systems—AMS360® and Sagitta®, combined with the sales automation features of AgencyZoom®, ensures an all-encompassing approach to agency management.

Benefits of the Integrated Platform

AgencyOne's streamlined approach is not just about functionality; it translates into tangible time savings for agency staff. Employees often find themselves overwhelmed, toggling between various systems to gather information. Vertafore estimates that improved navigation and enhanced searching capabilities offered by AgencyOne could save each employee up to two weeks of time annually. This is valuable time that agents can redirect towards engaging more effectively with clients and driving agency growth.

Empowering Agencies to Focus on Growth

Rochelle Yoder, IT Director at Hummel Group Insurance, shared her enthusiasm about AgencyOne, stating that it acts as a game-changer for her agency's operational efficiency and growth trajectory. With more robust tools at their disposal, agencies are better equipped to prioritize customer service and business development.

Thom reiterated the platform's advantage by stating, "From improving role-specific workflows to providing a holistic view of client information, AgencyOne empowers agencies to focus on what truly matters—growth and exceptional service delivery."

Join the Revolution

As Vertafore continues to innovate, industry professionals attending Accelerate will have the opportunity to see AgencyOne in action and understand how it harnesses the power of integrated technology. With a clear vision of modernizing the insurance landscape, Vertafore is committed to delivering solutions that address the challenges faced by independent agencies today.

In summary, AgencyOne signifies Vertafore's dedication to simplifying and automating the insurance lifecycle. As insurance technology continues to evolve, solutions like AgencyOne provide essential pathways for agencies to thrive in an increasingly competitive environment. Learn more about AgencyOne and its capabilities by visiting Vertafore's official site.