SeibertKeck Gained More Client Connection with AgencyOne Data

Challenge: Searching for growth opportunities through data

As SeibertKeck Insurance Partners has grown in offices, associates, and carriers partners, the agency wanted to make its operations more efficient and give teams better visibility into the business. Because the agency has 20 locations and writes business across all 50 states, even small process slowdowns cause drag that ripples throughout the business and creates systemic inefficiencies.

Like many agencies, SeibertKeck accumulated a significant amount of documentation and data over time. As they expanded their tech capabilities, they sought ways to make information easier to access, trust, and use in daily work.

“In the past we’ve created—and from an industry perspective, maybe all agencies have created—our own problems. We think we have to document too much,” says Joyce Sigler, Vice President of Acquisitions and Technology at SeibertKeck.

The agency sought ways to reduce the time staff spent searching for information, support employees with more intuitive tools, and create a stronger foundation for future planning and client service.

Solution: Integration brings order to data

For more than a decade, SeibertKeck has built its tech stack around Vertafore solutions. The agency runs on AMS360 and uses Vertafore solutions to power internal workflows, manage external communications, and uses Vertafore partners for additional solutions.

“We are a true Vertafore shop,” Sigler says. “It’s a lot more intuitive to have a product and one partner than 50 different partners.” 
With Vertafore’s AgencyOne, SeibertKeck wanted to capitalize on that foundation with a platform that connects their data, systems, and employee experience in one place.

By adopting AgencyOne, the agency was able to cut down manual data entry across multiple solutions, surface the right data at the right time in their processes, and free up staff to spend more time on building relationships with clients. In addition, AgencyOne helps SeibertKeck use its data to better understand their own business and plan for the future.

Vertafore has put the power back in our hands to understand our clients and our customers."

Implementation

SeibertKeck took a deliberate approach to rolling out AgencyOne across the organization. The rollout started with its leadership team before expanding to teams closer to day-to-day operations, including claims.

Before widespread adoption, SeibertKeck also focused on data cleanup, organization, and quality so everything would work once deployed.

Once staff began training on AgencyOne, they could work with their own clients and data and see how it worked within their workflows. That helped create a stronger foundation for employees to trust and use the information available to them in AgencyOne. “We’re seeing people being excited about their jobs and knowing there's a partner helping them do their jobs better and faster and with a keener eye to the things that are important.”

Outcomes: Operational efficiencies fuel client relationships and agency growth

Technology as fuel for growth

As SeibertKeck grows, it’s mindful of the workforce shift happening across insurance. AgencyOne’s modern, intuitive interface makes it easy to onboard newer employees and give staff faster access to the information they need to do their jobs. AgencyOne has also been useful for onboarding employees at acquired agencies. The intuitive platform helped new team members quickly orient in a new environment.

The visibility into data also helps employees challenge assumptions, work with more confidence, and adapt more easily to industry changes. As Sigler puts it: “That access to information allows you to think differently and to not fear the shift in the tenure in the agency and in the industry.”

Better client visibility

SeibertKeck is seeing change in their client relationships as a direct result of having AgencyOne’s data dashboard.

Previously, customer service calls might involve staff splitting their attention between the person on the phone and menus on their computer screen.

With AgencyOne, key client data is at the forefront, including their relationship history with the agency, recent claims, and other interactions. That means staff can give clients the attention they deserve at a time when they need it most.

Instead of searching, clicking and kind of trying to juggle all of that, AgencyOne allows you to put your arms around the customer."

Operational improvements

The rollout of AgencyOne at SeibertKeck is boosting excitement about where the agency can go in the future. Employees see how automation and AI can enhance their work, give them more time to focus more on client satisfaction and retention, and help them strengthen their relationships with both clients and carriers.

“I think that’s the exciting piece,” Sigler says. “We have a tool that allows us to focus on what we’re here for and what we’re good at, and we can let Vertafore focus on giving us those tools to just make us better and better.”