Vertafore delivers on promise to save account managers up to two hours a day

InsurTech leader’s Project Impact achieves goal to give agencies more time for service and growth by optimizing high-volume workflows

DENVER – April 3, 2026 – Vertafore® announces that its initiative, Project Impact, has delivered on the commitment to give account managers up to two hours of their day back by improving speed and usability across high volume workflows that power agency operations.

Project Impact eliminated friction in dozens of everyday servicing tasks and workflows by removing redundant steps, reducing manual work, and minimizing clicks while making key information easier to access at-a-glance. As a result, account managers have more time in their day to refocus on relationships and growth activities.

For example, with performance improvements in three of the most common servicing workflows—direct bill entry, renew policy and journal entry—Vertafore returned nearly 20 minutes per user each day, adding more than 33 hours of productive capacity daily in a 100-user agency.

“Independent agencies are under pressure to do more with the technology and talent they already have,” said Vijay Muniswamy, vice president of product management at Vertafore. “Project Impact set out to drive time savings in the workflows agencies rely on most, and our customers are seeing the benefits with more time for clients and activities that drive real value for their business.”

“Project Impact delivered several immediate workflow improvements that translate into real productivity gains—less clicking, fewer interruptions and smoother navigation,” said Deni Dryer, business applications subject matter expert at EPIC Insurance Brokers & Consultants.

Project Impact now serves as a foundational driver of the AgencyOne® unified experience, embedding efficiency gains into a connected platform designed to help agencies operate with greater speed, consistency and scale.

“Insurance professionals don’t measure productivity in hours; we measure it in clicks,” said Shyla Lankford, chief operating officer and partner at Lipscomb Insurance. “We just got so many of them back that it feels like cheating. The smallest changes make the biggest difference in our day!”

Vertafore is continuing to advance its innovations in AgencyOne, including new AI-powered capabilities designed to further accelerate agency workflows. Learn more about how Vertafore is helping agencies succeed in the AI era at Accelerate 2026.

About Vertafore

As North America’s InsurTech leader, Vertafore simplifies and automates the insurance lifecycle so independent agents, MGAs and carriers can focus on what matters most. Vertafore’s solutions empower the connected agency, accelerate innovation for MGAs, and provide the industry’s most comprehensive distribution management platform for insurers. In the AI era, Vertafore is powering new possibilities and leading at the intersection of innovation and trust to give every insurance professional the confidence to transform. Learn more at www.vertafore.com.

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MEDIA CONTACT:
INK Communications
vertafore@ink-co.com

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Frequently asked questions

How can independent agencies improve account manager productivity?

Account managers complete a wide range of high-volume servicing tasks every day, from policy renewals and direct bill processing to account updates and other administrative work. Even small inefficiencies across these routine workflows can add up, reducing the time available for client service and other high-value work.

Independent agencies can improve account manager productivity by simplifying the workflows employees use most often, removing redundant steps, and making important information easier to access. Through Project Impact, Vertafore optimized dozens of everyday agency workflows to reduce manual work and help account managers complete servicing tasks more efficiently. These improvements give agency professionals more time to focus on clients, relationships, and business growth.

What causes work to slow down in independent agencies?

Workflow inefficiency often comes from repetitive data entry, disconnected processes, and difficulty finding the information needed to complete routine servicing tasks. When these issues appear across high-volume workflows, they can create significant friction throughout an agency’s operations.

Improving agency efficiency starts by evaluating how employees complete everyday tasks and identifying opportunities to eliminate redundant steps. Project Impact focused on optimizing frequently used workflows across Vertafore solutions, helping agencies reduce interruptions, navigate systems more easily, and complete work with greater speed and consistency.

How can workflow improvements save an independent agents’ time?

Small workflow improvements can create meaningful time savings when they affect tasks that account managers perform repeatedly throughout the day. Reducing a few clicks, eliminating duplicate steps, or making information easier to find may save only minutes during one transaction, but those savings accumulate across employees and workflows.

How does AgencyOne help independent agencies?

AgencyOne is Vertafore’s unified agency experience, designed to connect essential workflows and help independent agencies operate with greater speed, consistency, and scale. It builds on the workflow improvements delivered through Project Impact, embedding greater efficiency into the technology agency professionals already use every day.

By simplifying navigation, reducing manual steps, and bringing information and workflows into a more connected experience, AgencyOne helps agencies minimize operational friction. This allows account managers and other agency employees to complete routine work more efficiently while creating additional capacity for client service, relationship building, and growth.

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