Peoples United Insurance Agency Chooses Vertafore Suite of Products

Vertafore Solutions for Agency Management, Intelligent Workflow and Comparative Rating to be Implemented for Streamlined Processes and Scalability Across Diverse Infrastructures

Jun 27, 2011

BOTHELL, Wash. – June 27, 2011 – Vertafore (http://www.vertafore.com), a leading provider of software and information to the insurance industry, today announced that People’s United Insurance Agency (http://www.peoples.com) has selected Vertafore’s agency suite of products, including the company’s proven agency management system, Sagitta; innovative intelligent workflow solution, WorkSmart; and enterprise benefits management platform, BenefitPoint. The Connecticut-based agency, a subsidiary of the largest independent bank in New England, People’s United Bank, chose Vertafore’s competitive and innovative offerings to enable growth throughout its market footprint.

Following several successful acquisitions, People’s United Insurance Agency identified the need to standardize its technology solutions to enable future growth and ensure seamless integration across its many offices. After an extensive search, the company chose Vertafore’s suite of innovative products to enhance customer service, grow agency sales and optimize efficiencies for more than 180 employees. 

“People’s implemented the Vertafore suite to build a strong platform that will accommodate planned growth,” said Daniel Casey, president and chief executive officer, People’s United Insurance Agency. “Vertafore’s solutions will help us streamline our processes as we combine four insurance agencies into one.”

As part of the Vertafore agency suite, People’s now leverages the following solutions:

  • BenefitPoint – This benefits management system simplifies processes, increases productivity and boosts profitability specifically for benefits brokerages, consultants, agencies and general agents. 
  • PL Rating – Vertafore’s comparative rating application enables agents and carriers to connect and conduct business in real time in an easy and cost-effective way.
  • Producer Plus – This commercial lines information solution enables agencies to more efficiently retain and sell commercial accounts by streamlining processes from lead development to sales to customer support.
  • Sagitta – Vertafore’s proven agency management system streamlines quoting, rating and submission procedures, increasing productivity and profitability for large agencies, managing general agents (MGAs), bankers and national brokers.
  • WorkSmart – Vertafore’s innovative intelligent workflow and content management solution helps agencies automate processes, reduce the number of steps it takes to accomplish tasks and increase capacity by ensuring that the right people are working on the right tasks at all times.

“People’s United Insurance Agency is an example of a company utilizing all that Vertafore has to offer—a connected set of solutions that work together to help insurance professionals become more productive,” said Bill Bunker, president of agency markets at Vertafore. “As the only provider of technology solutions for the entire insurance distribution channel, Vertafore provides truly innovative solutions to help the industry work better together, driving productivity and profitability.”

About Vertafore
Vertafore delivers software and services that transform the business of insurance. Unique to the industry, more than 20,000 customers rely on Vertafore to provide integrated technology that connects the entire industry with the most complete source of solutions—agency management, rating and connectivity, content management and workflow, information solutions and producer lifecycle management—so their businesses run better and are more profitable. For more information about Vertafore, please visit www.vertafore.com.

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Media Contacts:
Kellen Davison
Vertafore
kdavison@vertafore.com
(425) 354-6819

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