Trucordia streamlined insurance workflows to give staff time back

This article is part of a sponsored series by Vertafore. Imagine every email arrives in your inbox with a timer. When tools don’t work together, minutes can be lost on simple requests like updating policy information. Holly Sutherland, agency management coordinator at Trucordia’s Midwest office, said some servicers wrote notes in spreadsheets or on sticky notes. Getting information from Outlook into client files required typing it by hand. Sutherland saw how much time was lost in these processes once her office started using AMS360 and AgencyOne from Vertafore. Trucordia found they could return minutes to employees throughout the day. How AMS360 and AgencyOne improve insurance workflow visibility Trucordia used AMS360 to connect its agency workflows. The Midwest office built on that with AgencyOne, Vertafore’s platform for connecting teams, partners, and Vertafore solutions in one place. At Trucordia, servicers began using AgencyOne’s customizable dashboards to see the information most useful for their roles. Servicers working on renewals could quickly see their to-do list for the day and get a 30-, 60-, or 90-day view of upcoming renewals to stay on task. “Having a customizable view of their day is helping them feel that they have power over their work,” Sutherland said. When staff can keep their workload at their fingertips, the workflow runs more smoothly. Servicers spend less time looking for information when a client calls, and tasks are less likely to fall through the cracks. How insurance workflow automation reduces manual data entry Team members can now share data across solutions, and tasks like copying information out of an email can be automated. Vendor integrations are making information more accessible and speeding up workflows. By shaving off small steps in tasks that are repeated throughout the day, servicers can give more attention to strategic tasks or spend time with their clients. The agency can handle more work with its existing staff because employees don’t need to find creative ways to get their tech to do what they want. “Any time we can give back to our clients and give that personal touch—more interaction, more conversations, being able to provide better service—that makes a huge difference,” Sutherland said. “Our employees try to put a lot into a small amount of time, so for them to be able to have even five minutes back in their day, over time that adds up.” [inline-ad-1] How connected insurance technology supports scalable agency growth By connecting its technology, Trucordia positioned itself to keep evolving without recreating the same challenges with a new system. Every new standalone tool brings the risk of introducing another workaround. But with AgencyOne, Trucordia can integrate other solutions or AI agents to expand staff capabilities without having to change how their systems already interact. “Business needs change, technology changes. As you grow and you evolve, you have to also evolve and grow your systems to meet that need,” Sutherland said. “I feel like over time, new things will be developed, new products will come out, so I think it’s ever-changing. The possibilities of new integrations are endless.” Hear more about Trucordia’s experience with AgencyOne.