“We are proud to partner with Vertafore, a technology vendor which brings resources to support our mission to help our members remain independent, relevant, and to thrive.”
Rene Swan, President, United Valley Insurance Services
A solid foundation for independent agencies
The insurance landscape is changing. Independent agencies that want to remain truly independent need the scale, support, and access to broader markets and increased contingency in order to remain competitive. It helps to have a technology partner that understands what you are going through. As an experienced agent, you'll know that an agency management system is a foundation for your business and want one that helps you scale and grow your business. We have resources to help you make these decisions and an active community of users that can support your United Valley agency.
We've helped many agencies scale with solutions that address their specific requirements, and we welcome a chance to discuss your needs and share what others have done. Complete the form and your dedicated Vertafore United Valley account team will call you to discuss how our solutions enable you to grow your business.
How the Best Agencies Stand Out
Independent agencies today face an increasingly commoditized market, with new competitors constantly on the rise, and technology startups continually posing challenges to the traditional agency model. This eBook discusses three areas to focus on to ensure you are prepared for the future.
AMS360: Our flagship agency management system. Do you need seamlessly integrated and comprehensive accounting capabilities? What about flexible and complete reporting? Are you planning to do a lot of complex commercial lines? AMS360 is the best management system solution for rapidly growing agencies.
PL Rating: is a real-time, comparative rater that enables agents to close business quicker and grow their personal line business through cross-selling opportunities, multi-carrier quoting, consumer rate quoting, and easily quoting multiple personal lines.
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Time-saving: 50% less time spent on quotes
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Efficiency: reduce quoting from 10 minutes per carrier to 15 minutes for 10 carriers
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Demand generation: agents say almost 50% of their leads come from CRQ
ReferenceConnect: is the industry’s only insurance knowledgebase that helps agencies grow and diversify their business by aggregating insurance policy coverage and risk profile information into one place - making you an agent of choice and a trusted advisor to your clients.
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Time-saving: 60% less time needed to search for documents
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Efficiency: 1 less E&O incident per year
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Demand generation: 1% increase in new business and renewals
Client Portal: gives your customers access to their policies and documents whenever they need it. With a branded insurance customer portal available on any device, your customers can have the connectivity and self-service access they expect outside of business hours.
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Customer retention: 3-4% increase in customer retention
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Time-saving: eliminate 5 10-minute certificate request calls
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24-hour service: with Client Portal, your agency is always open
