Dean & Draper Insurance Agency Takes Home the 2012 Automation Excellence Award

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NetVU honors Dean & Draper for implementing innovative high-tech solutions that streamline operations, increase profitability and strengthen client partnerships.

Dean and Draper Insurance Agency

Dean and Draper Insurance Agency

These resourceful systems enable us to track our workflow and transfer projects between desks and satellite offices

Dean & Draper Insurance Agency, one of the largest full-service insurance agencies in Texas, has been recognized by the Network of Vertafore Users (NetVU) for employing technology best practices that enhance productivity, simplify processes and improve customer service outreach.

The 2012 Automation Excellence Award was bestowed upon the Houston-based agency during the April 26-28 NetVU Conference in Anaheim, Calif. The annual honor is presented to member agencies that leverage pioneering Vertafore products to boost productivity and profitability. This suite of solutions is designed specifically for use by the multi-billion dollar insurance industry.

Dean & Draper recently invested more than $400,000 to revamp its corporate technology strategy. Utilizing Vertafore’s ingenious products, Dean & Draper’s five Texas offices are now integrated under one efficient enterprise-level management system. The Sagitta structure automates policy history, maintains data integrity and provides real-time policy quotes, while the WorkSmart electronic file system consolidates the processes and paperwork involved in managing and underwriting policies in a paperless environment. The company is also capitalizing on the efficiency provided by Vertafore’s Pipeline Manager and PL Rating connectivity and rating solutions, which capitalize on the detailed data provided by the comprehensive management system. Dean & Draper's employee benefits arm, Benefit Solutions, is also now utilizing BenefitPoint to streamline the management of clients and policy plans.

“These resourceful systems enable us to track our workflow and transfer projects between desks and satellite offices,” says Kyle Dean, vice president of the nationally recognized agency. “This streamlining creates checks, balances and continuity to ensure our widespread workforce is always on the same page and our clients are receiving the highest-quality care in the industry.”

Additionally, the new CSR24 product provides customers with 24-hour access through the insurance agency’s website as well as the new Dean & Draper mobile app designed for iPhone, iPad and Android devices. This interactive Internet customer service solution permits clients to access policy information as well as obtain quotes, compare services and contact agents directly via email.

The Vertafore platform allows Dean & Draper to efficiently cater to the unique needs of more than 16,000 global clients who seek personal and commercial insurance plans.
Founder, President & CEO, Bob Dean says, “By aggressively leveraging the power of the Vertafore products, we are now able to provide a customer service platform that outshines the technical sophistication provided by most insurance agencies,” Dean also says. “Embracing these creative technologies has enabled our organization to exponentially expand our outreach to vendors and consumers. It helps us in achieving our goal of building relationships with our customers by being responsive in the current digital world required by the market.”

About Dean & Draper Insurance Agency
Founded in 1980, Dean & Draper caters to an international roster of clients from five offices, including its headquarters in Houston, Texas. Through a network of more than 200 diverse insurers, the independent company offers the most competitive, comprehensive policies for personal and commercial insurance needs. This National Top 100 agency in Property & Casualty and Top 50 agency in personal policies underwrites in excess of $125 million in annual auto, home, health and corporate premiums.

About Network of Vertafore Users (NetVU)
Based in Irving, Texas, the Network of Vertafore Users (NetVU) is an independent organization dedicated to providing 15,000 members with smart technology solutions, cutting-edge education opportunities and powerful networking events since 1978.

For more information, visit Dean & Draper at or call (713) 527-0444.

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