#USA #Insurance Brokerage #Trucordia #Vertafore #Lindon

Trucordia's Strategic Partnership with Vertafore

Trucordia has recently embarked on an ambitious journey to redefine its operational landscape through a strategic partnership with Vertafore®, a frontrunner in modern insurance technology. This collaboration is designed to integrate and optimize Trucordia's operational framework across its network of 200 locations, as part of its overarching growth strategy aimed at establishing itself as a leading insurance brokerage.

The Backbone of Unified Operations

By adopting Vertafore's comprehensive agency management solutions, Trucordia is set to streamline its operations and enhance overall efficiency. The move to a unified agency management system not only increases visibility across all locations but also improves reporting capabilities essential for informed decision-making. The technological integration will aid Trucordia in harnessing data to promote agency growth while ensuring superior client service.

Previously known as PCF Insurance Services, Trucordia underwent a rebranding last month, symbolizing a new era marked by trust and collaboration—the very essence behind its name, which merges the concepts of 'trust' and 'accord'. This change underlines Trucordia’s commitment to fostering integrity and harmony in its business processes.

Incorporating Best-in-Class Technology

Utilizing a suite of tools including AMS360®, PL Rating™, InsurLink™, and ReferenceConnect®, Trucordia's integration with Vertafore is rooted in the AgencyOne® platform—an advanced ecosystem that consolidates top-tier technology into an integrated package. This strategic decision, formalized through an enterprise agreement with Vertafore in May 2023, is pivotal in underpinning Trucordia's modernization efforts through technological advancements.

In just 14 months since the initiation of this collaboration, Trucordia and Vertafore have achieved remarkable milestones, recording over 100 agency system migrations this year alone. This achievement is a testament to Vertafore’s proprietary conversion methodology which simplifies and automates the migration process, allowing for multiple conversions to occur simultaneously.

Seamless Transition and Operational Efficiency

Trucordia's agencies have experienced a seamless transition thanks to Vertafore's innovative approach, enabling them to shift systems over weekends with minimal operational disruptions. This streamlined process allows them to utilize AMS360 efficiently while maintaining steady operations and uninterrupted client service.

Moreover, Trucordia benefits from Vertafore’s exclusive Orange Partner Program, which provides comprehensive training and operational support, ensuring that all agencies can adapt to the new system promptly. This educational aspect of the partnership is critical as it equips employees with the necessary skills to leverage new technologies effectively.

The Vision for Growth

According to Amy Zupon, CEO of Vertafore, the partnership with Trucordia stands as a beacon of growth backed by superior client service, a focus on people, and cutting-edge technology. The collaborative efforts are aimed at not just meeting but exceeding client expectations in an ever-evolving landscape.

Felix Morgan, CEO of Trucordia, echoed this sentiment, emphasizing the speed of integration alongside rapid growth. With a strong foundation in place, Trucordia is poised to unify its operations and enhance efficiencies across the board, setting the stage for future success.

Conclusion

Trucordia's commitment to leveraging advanced technology to improve operations marks a significant milestone in its growth trajectory within the insurance sector. As the partnership with Vertafore continues to flourish, both organizations are meticulously crafting a roadmap that not only paves the way for operational excellence but also elevates the insurance experience for clients and partners alike. As Trucordia moves forward under this new model, it stands as a testament to the transformative potential of strategic alliances in achieving ambitious business objectives.