Gillman Insurance Problem Solvers has been serving the metro Atlanta community since 1993. Their mission is to solve problems, focusing specifically on the insurance needs of their customers. The small commercial and personal lines agency has been a Best Practices Agency for six years running and landed themselves as a Best Practices Top Performer in their revenue size category in 2020.
Gillman Insurance Problem Solvers is focused on improving their client digital experience and agency management. As such, they’ve partnered with Vertafore to foster client engagement and drive productivity.
Gillman Insurance Problem Solvers attributes their success to their ability to grow using technology."
Founder and owner Ed Gillman says, “We’ve come close to doubling our revenue over a six-year period while only having to add one or two folks to the team. People are really important, and so is the environment, culture, and technology they use to do their job.”
Vertafore plays a critical role in Gillman Insurance Problem Solvers' ability to automate tasks, increase efficiency, and serve their customers with ease. “We believe that insurance is just something that most people want to check off of their to-do list,” Gillman says. “So, we make it easy, seamless, and relatively painless.”
Gillman Insurance Problem Solvers uses Vertafore’s AMS360 to provide top-notch service when it matters most. “The key is having AMS360 be able to communicate with our customers in an automated fashion,” Gillman says. “It allows us to spend less time re-keying data and more time thinking about how we can help service our clients or find new business.” Gillman believes not only are his customers better off, but his employees are more productive and happier in the office because of AMS360.
Innovative solutions for the modern agency
Insurance is evolving: The industry is quickly consolidating, client expectations are growing, and technology is creating new opportunities. The key is staying ahead to remain relevant and profitable. If you’re unsure how to move forward in this evolving landscape, Vertafore is here to be your partner and guide you through these changes.
“We’ve come close to doubling our revenue over a six-year period while only having to add one or two folks to the team. People are really important, and so is the environment, culture, and technology they use to do their job.”
Ed Gillman,
Problem Solver,
Gillman Insurance Problem Solvers
On top of AMS360, Gillman Insurance Problem Solvers uses Vertafore Orange Partners that integrate with the management system to further enhance their business. Gillman points to Vertafore Client Communications, powered by ClientCircle, as one of his favorites for automating his marketing efforts. “The key is to be in front of the prospect or customer when they are ready and interested,” Gillman says. Vertafore Client Communications and AMS360 allow Gillman Insurance Problem Solvers to automatically reach out to customers and prospects at the ideal time to increase the chance of closing more business.
Gillman Insurance Problem Solvers also uses Vertafore’s InsurLink to impact the customer experience. InsurLink is a customer portal that allows the customer to service themselves, taking the workload off the CSR team and providing fast, reliable service every time. Gillman says, “When I think about how people like to do business, whether it’s with Amazon or their bank, they not only want it done, they want it done yesterday. They not only want it in a certain manner or format, they want options.”
Gillman Insurance Problem Solvers' customers can download their own auto ID cards, or quickly see their policies on their own. To Gillman, that’s a huge value in providing a seamless experience for his customers.
“The golden rule is he who has the gold, rules. And at the end of the day, the customer has the gold. You’ve got to be able to adapt and be flexible to serve them.”
This intense focus on the customer has resulted in Gillman Insurance Problem Solvers achieving a revenue per employee of over $200,000. On top of that, the agency has stellar retention rates that help drive even more revenue.