Henriott Group Improves Efficiency and E&O Protection with Vertafore Agency Platform™

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Momentum Continues for New Integrated Approach to Solving Customer Needs Anytime, Anywhere

"Thanks to the Vertafore Agency Platform our agency is a frontrunner in our marketplace."

Vertafore (http://www.vertafore.com), the leading provider of software that transforms the business of insurance, today announced that the Henriott Group has deployed the Vertafore Agency Platform™ solution enabling the agency’s commercial lines business to reap the benefits of a complete insurance software solution.

The Henriott Group has been a Vertafore customer for over 30 years. The agency started with Vertafore using batch technology and the company’s Series One product. The agency focuses on commercial and personal P&C Lines, employee benefits, and financial service products for individuals and seniors. It prides itself on staying on the cutting-edge of technology innovations.

The agency recently upgraded to AMS360® v6.0 on-premise, which was a significant investment and time-consuming process when installing the in-house software. Within a short period of time after upgrading, the agency switched to the cloud-based Vertafore Agency Platform which includes a hosted version of AMS360. Since the Vertafore Agency Platform is online, it installed and updated much quicker than their previous on-premise solution. The Vertafore Agency Platform totally eliminated the couple hour process of updating AMS360 versions, moving the agency to v.7.5 overnight.

“Deploying the Vertafore Agency Platform has totally cut out any time spent updating software since it is done automatically late at night when no one is using the software and we are not required to do anything but be logged out of the system,” said Debbie Miner, Technical Services Manager & Bond Specialist at the Henriott Group. “Our only involvement is notifying the staff so they are aware it is happening and dealing with any training that may be required because of any new capabilities.”

Another benefit of the solution being cloud-based is that it enables mobile employees to have access to vital information in the field at the point of customer interaction. In addition to enabling mobile employees to be more productive, the secure and integrated Vertafore Agency Platform equips the Henriott Group with competitive advantage because of the following capabilities:

  • Vertafore Single Sign-On provides secure login credentials enabling the agency to better utilize tools like TransactNOW® which help the agency better collaborate, quote and service customers.
  • Vertafore Reporting gives the agency business insight into their data in a reliable easy-to-use format that helps the agency make better business decisions on how to service clients and win new business.
  • Vertafore WorkSmart® gives the agency peace of mind by eliminating the risk of process gaps when a new employee is added so business processes are repeatable and E&O is at a minimum.

Miner added, “Thanks to the Vertafore Agency Platform our agency is a frontrunner in our marketplace. We can provide such an elevated level of service and reliability because of technology advantages that our competitors would be hard pressed to repeat with just an agency management system.”

The Vertafore Agency Platform cloud-based solution delivers a competitive edge for agencies by going beyond the traditional agency management system by integrating the capabilities of AMS360, PL Rating, Pipeline Manager, ReferenceConnect®, WorkSmart®, Engage®, TransactNOW® and BenefitPoint®.

Today’s leading agencies are moving beyond agency management systems embracing new tools and technologies to help them grow their businesses. Learn more here - http://www.vertafore.com/more-than-a-management-system.

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About Vertafore

Vertafore delivers software and services that transform the business of insurance. Unique to the industry, more than 20,000 customers rely on Vertafore to provide integrated technology that connects the entire industry with the most complete source of solutions—agency management, rating and connectivity, content management and workflow, information solutions and producer lifecycle management—so their businesses run better and are more profitable. For more information about Vertafore, please visit http://www.vertafore.com.

© 2014 Vertafore Inc., Vertafore and other trademarks are trademarks of Vertafore and its subsidiaries. All rights reserved.

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Kellen Davison
Vertafore, Inc.
+1 (425) 260-6561
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