Driving Results for Associations and Aggregators. Brett Chenail VP Solution Consulting

Transcription

1 Driving Results for Associations and Aggregators Brett Chenail VP Solution Consulting

2 INTERNAL USE ONLY DO NOT DISTRIBUTE 2019 Vertafore, Inc. 2

3 They count on you. You can count on us. It s our mission to provide exceptional service and powerful insurance technology so you can focus on what matters to you people. Focusing on our customers Delivering results that make a difference Demanding operational excellence 2019 Vertafore, Inc. 3

4 Solutions for the entire insurance distribution channel Rating & Connectivity Content Management & Workflow Data & Analytics Insureds/ Insureds/ Consumers Consumers Agencies/ Agencies/ Brokers Brokers MGAS States/ Regulators Carriers States/ Regulators Carriers Compliance Management Management Systems Insurance Knowledge Base 2019 Vertafore, Inc. 4

5 Our Focus Build strong relationships with our current associations Dedicated team for exceptional support Future investment to bring continuous value Championing the Independent Agent 2019 Vertafore, Inc. 5

6 You re in good company We serve more insurance industry customers than anybody else. 150,000+ Management System Users 200m+ Carrier rating transactions 95,000+ Workflow Users 8 of the top 10 brokerages use BenefitPoint of the top 100 brokers partner with Vertafore for workflow management. 20,000 Agencies 477 MGAs 1,000 Carriers 65 of the top 100 brokers partner with Vertafore for an agency management system ,000 Insurance Professionals 23 State Governments 50+ Association Partnerships 50 50% of industry transactions for producer compliance are handled by Sircon Vertafore, Inc. 6

7 Agency product vision Seamless experience across platform Streamlining Carrier Connections Vertafore Agency Platform Improved scalability across your business Getting You Delivering Closer to Your Data and Customers Insights Enabling Agency Evolution Strengthen the Core Integrate with internal and third-party solutions Driving Process Efficiency Robust support across all agency operations Enhanced security and business recovery Industry compliant 2019 Vertafore, Inc. 7

8 AMS360 The foundational agency management system for your core business functions Increase employee efficiency with guided workflows Make data-driven decisions to grow your book Keep up with your business no matter where you are Access carriers in one place, without multiple logins Communicate with customers the way they prefer

9 QQCatalyst QQCatalyst is an agency management system for independent agents needing operational, marketing, and sales pipeline management tools. Easy client & policy management Built-in sales & marketing automation Effective employee productivity tools Which provides Strong customer relationships Effective business management Enabling agencies to focus on growing their book of business

10 Personal Lines Rating Delivering Results that Make a Difference Today! 2019 Priorities Largest Carrier footprint over 300 Ability to rate in 48 states + DC Over 12,000 agencies Rating API Bringing the most powerful Rater to the market 2019 Vertafore, Inc. 11

11 What is ReferenceConnect? ReferenceConnect is the only insurance knowledge base with over 40 trusted insurance sources, enabling agencies to: Aggregate industry information Centralize agency documents Access carrier forms Which provides Opportunities into niche lines of business Superior customer service Enabling agencies to write new business faster and more accurately

12 RiskMatch will empower firm s growth Executive & Manager Growth Exploration Producer & Account Manager Growth Execution Better understand your revenue streams and how to maximize Better manage your carrier relationships Greater Client Have more productive client meetings Develop targeted cross-selling strategies into your client base Win more new business with greater industry and product expertise 2018 Vertafore, Inc. 13

13 INTERNAL USE ONLY DO NOT DISTRIBUTE Thank You 2019 Vertafore, Inc. 15