Vertafore's Project Impact Revolutionizes Efficiency For Service Teams at Agencies

Vertafore Unveils Project Impact Outcomes

This week at the annual Accelerate conference powered by NetVU, Vertafore, a leader in the InsurTech space, presented remarkable advancements from its Project Impact initiative. This project is designed to significantly assist service professionals in independent agencies by optimizing their workflows and reclaiming precious time in their busy day.

Elevating Agency Efficiency

James Thom, the chief product officer at Vertafore, shared insights into over 20 enhancements made to their core agency solutions. These improvements are specifically tailored to enhance the most critical workflows, which encompass renewals, new business, and endorsements. By focusing on these key areas, Project Impact has successfully managed to create substantial time savings for service professionals, with early results showing daily savings of up to 45 minutes.

The initiative is on track to reach an impressive one hour of time savings per employee by the end of 2025, positioning Vertafore as a driver of operational efficiency in the industry. The enhancements have been pivotal in shaping the unified experience within Vertafore’s integrated platform, AgencyOne. This centralized system amalgamates vital functions and resources agencies need, fostering a more connected and efficient operational environment.

Real Impacts on Daily Workflows

Brittany Bulloch, the AVP and InsurTech solutions coordinator at Stephens Insurance, expressed her enthusiasm for the project—highlighting that sometimes the smallest adjustments can lead to the most meaningful impacts on daily tasks. With Project Impact underway, Vertafore is streamlining the routine responsibilities that agency personnel handle every day, enabling them to shift their focus to high-priority items that drive agency growth.

Launched in 2024, Project Impact stems from a commitment to improving everyday transactions within the agency landscape. This initiative involved direct collaboration with over 115 customer service professionals across various independent agencies, underscoring Vertafore’s dedication to understanding the specific needs and challenges faced by their users.

Forward-Thinking Approach

This year, Project Impact is set to broaden its scope by addressing the underserved specialty lines of business in the insurance market. This strategic move aims to equip agencies with the tools to handle even the most complex insurance lines confidently and efficiently. According to Vijay Muniswamy, senior director of product management at Vertafore, the goal of Project Impact aligns closely with the overarching philosophy that customer service is central to an agency's success.

Muniswamy states, “Improving the workflows that occur every day can lead to substantial transformation. When service processes work seamlessly, the entire agency benefits.”

A Commitment to Innovation

Vertafore's ongoing efforts mark a significant shift in how technology supports agencies. As North America's leading InsurTech provider, Vertafore emphasizes simplifying and automating the insurance lifecycle, allowing independent agents, managing general agents (MGAs), and carriers to concentrate on their vital tasks. The company’s initiative, Project Impact, is just one among several that showcase Vertafore's commitment to operational excellence and continuous innovation.

Vertafore serves a broad customer base and is recognized for developing the most comprehensive distribution management solutions available in the market today. As agencies thrive within this evolving digital landscape, Vertafore remains dedicated to crafting innovative solutions in collaboration with industry partners, ensuring that the tech adoption enhances operational success for all its customers.

For more information on how Vertafore is transforming the insurance landscape and details about their offerings, visit www.vertafore.com.