Vertafore is a leading provider of modern insurance technology. Over a two-year period, Project Impact aims to deliver up to two hours of time savings per day through a combination of day-to-day adjustments and major product development improvements.
A recent study found that half of the respondents feel they are not able to work as efficiently as they would like. Project Impact aims to save each account manager at independent insurance agencies up to two hours per day. Vertafore has been shadowing service staff at agencies to identify the best opportunities for improvement.
Michelle Gibson, SVP Commercial Lines Operations at Brown & Brown Insurance Services, commented: “Project Impact has delivered a partnership experience for us that is markedly different from other software providers. We rely heavily on our agency management system in our day-to-day operations. Vertafore’s willingness to spend time with our service staff to understand the challenges in our workflows and act based on feedback has not only helped improve our efficiency and teammate morale but also strengthened the value we get from our partnership with Vertafore.”
Some of the main improvements the project seeks to make include:
- Simplifying and accelerating the insurance certificate issuance process.
- Making it easier to understand data mapping into ACORD forms.
- Managing data and adding standardized models for special lines of business.
- Reducing the margin of error with the integration of pre-fill enhancements.
Matt Felgedreher, Principal at Insight Risk Management, said: “We rely on our partners at Vertafore for comprehensive training, troubleshooting, and technical acumen. We’ve been very impressed with Vertafore’s hands-on approach, using our team’s constructive feedback to improve their product offerings. These interactions have empowered our staff and enhanced our user experience.”
Finally, Vijay Muniswamy, Sr. Director of Product Management, added: “Over the past few months, I’ve had the honor of working with agents throughout the country to hear firsthand about their passion for their work and see how they engage with their technology. In partnership with our customers, we’ve identified both quick wins and bigger investments that we’ll tackle with Project Impact. By driving real change, we’re modernizing solutions to support the real heroes at the center of every agency’s success.”
