Welcome to the Water Cooler—where you can get to know Vertafore employees. Emily Littlefield is a business analyst for customer support release management. She’s based in Bothell and has been with Vertafore for two years.Emily Littlefield is a business analyst for customer support release management. She’s based in Bothell and has been with Vertafore for two years.
Can you describe what you do? Littlefield: I coordinate with business units arou...
Theodore & Associates is a full-service agency, headquartered in Columbia, South Carolina, with a second location in Summerville, delivering personal lines and commercial lines insurance with a hint of Southern charm. The company is unique in that, in an industry with high turnover, more than 90 percent of its 18 employees have stayed with the agency for at least 10 years; some as long as 30 years. Its executives also recruit students for part-time positions while these students are in c...
Brightway Insurance began in 2003 in Jacksonville, Florida, and since that time, has redefined how independent insurance agents grow and profit. Its innovative franchise business model enables owner-agents to spend 100 percent of their time on what they do best: selling and serving their customers. A centralized Brightway operations staff handles all back office processing, using the most advanced, integrated technology available.The concept has taken off—in a big way. In just nine years, Bright...
To make the most of health care reform—be there for your clients as they try to figure out what to do next with employee benefits.They will likely be asking these two questions: 1. Should I cover my employees or not? 2. How do I manage the cost? Here are some ideas for how to advise on these two questions:1. There are many costs associated with not covering your employees that must be factored into the decision process. Be sure to go over each of these with your client so they have the ...
What Can Health Care Reform Do For You?
It can help you change your relationship with your benefits clients.Your clients have likely have long-standing relationships with their financial and legal advisors and service providers. Why then, is their insurance broker acting just as a product provider?Change the game by advising them on their health care options in this new era of reform. They may be lost or confused about the changes and you have the opportunity to become the advisor and e...
If you’re still verifying and obtaining producer credentials manually, one-at-a-time, or struggling to keep up with ever changing (and mounting) regulations, you won’t want to miss this informative hour. Tuesday, April 2nd, at 2:00PM EDT kicks off the change our industry has been waiting for. Revolutionizing Producer Sales Authorizations isn’t just a pipe dream any more. Find out how Vertafore Product Management worked hand-in-hand with Carriers, Agencies and Brokers, General Agents, Educ...
This year’s NetVU conference was one like never before in Vertafore’s history. With 1,600 insurance professionals in attendance, Vertafore unveiled two major innovations that will significantly transform the business of insurance -Vertafore Agency Platform and Vertafore Producer Advantage.Going beyond traditional agency management systems, Vertafore Agency Platform is the only comprehensive cloud-based solution that provides the capabilities agencies need to simplify transactions, retain cli...
We hope you’re as excited as we are about the 2013 NetVU Conference, happening March 14-16 at the beautiful Gaylord Texan Resort in Grapevine, TX. Here are some conference highlights attendees won’t want to miss:General SessionsHear from Vertafore leaders about the changing business of insurance technology, and how Vertafore is bringing together solutions to help every member of your team succeed in today’s competitive market. How-To LabWe’re rolling out the red carpet at the Vertafore How-To La...
From mobility and security to better collaboration between agencies and carriers, understanding what the current technology trends are and how Vertafore’s products fit into that picture is important. In summer 2013 Vertafore will have several new releases including AMS360 7.5 and Sagitta 8.2 that dramatically simplify user interfaces, pave new integrations and provide new functionality you have been asking for. To ensure we’re developing, testing and releasing products that align with the ...
Are you too busy to read press releases or surf our website for the latest information on key updates on Vertafore strategic initiatives, product information, best practices and customer highlights?Started at the end of 2012, Vertafore Influencer Updates is our proactive effort to keep you plugged in around how we are delivering transformation throughout the business of insurance. Featured in most videos will be Bruce Winterburn, Vertafore vice president of industry relations. Bruce is one of ...