Ross & Yerger doubles client logins and reduces calls by 82% with InsurLink's real-time certificate issuance

With InsurLink, Ross & Yerger clients have 24/7 access to policy information, and employees enjoy more efficient workflows.

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Company snapshot

Ross & Yerger is an employee-owned independent agency headquartered in Jackson, Mississippi. Since 1860, Ross & Yerger has provided insurance services and industry expertise to its clients, taking pride in building and nurturing relationships along the way. As they continue to serve their communities,
Ross & Yerger strives to use technology that allows their employees to spend time on what matters most: their clients.


Ross & Yerger has been serving its clients and community for 162 years. With a positive customer experience always top of mind, the agency was looking to adopt software that would give clients the ability to issue their own certificates in real time. It chose InsurLink, an adaptable solution that allowed employees to onboard quickly.

“InsurLink is so much easier. And our employees could keep doing their job the way they always knew how to do it. That is what they loved about InsurLink: It did not create a lot of change.”
Dian Lewis
VP, Commercial Lines Operations Manager

InsurLink’s self-service capabilities for end-insureds are beneficial to both clients and employees. It gives employees time back in their day to focus on strengthening relationships while still staying in the loop with their clients.

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Proven results

  • Client InsurLink logins have nearly doubled from ~1,000 to ~1,900


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Easy set-up, highly customizable

For Ross & Yerger, InsurLink was an easily adoptable solution that did not cause disruption during implentation. During the pandemic, Dian Lewis, VP and Commercial Lines Operations Manager, was able to set up InsurLink behind the scenes while also having employees and clients test the solution to ensure it was working properly and meeting their needs.


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Dian has seen success in onboarding clients to use InsurLink. One client, who was initially tech-resistant, is now one of the agency's most active InsurLink users. Through the report, Dian was able to determine that the client had logged in to Insurlink roughly 170 times in the last 4–5 months. This client’s adoption and use of the product proved its efficiency and has helped to encourage employees to sign up more clients.

More time with clients

With its self-service capabilities, InsurLink reduces low-value phone calls and interactions between employees and clients. One employee even saw an 82-call reduction now that clients can access information on their own how and when they want.

Further, InsurLink’s seamless integration with Sagitta saves employees time by ensuring accurate data and holder information. Everything is done instantly, and employees are confident that the information is recorded correctly.


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The numbers really speak for themselves. Everything is done instantly.”
– Dian Lewis

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