Keystone Insurers Group

An insurance software partner is more than a vendor. We are committed to helping Keystone agency members have the right technology to grow your agency.

Network partnership

About Keystone

Keystone provides its agents with a community of like-minded agencies, industry expertise and access to specialized products for their clients. Keystone is ranked number four on Insurance Journal's 2021 list of Top 20 Property/Casualty Agency Partnerships.

Key stone

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 Keystone 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. Contact your dedicated Vertafore Keystone account team and we'll discuss how our solutions enable you to grow your business. 

Webinar

Weaponize
your data

Growth is often boiled down to this simple statement: sell more. But, there’s more to it.  Learn how to weaponize data in your sales and service departments to drive performance and increase margins! 

Webinar

AMS360 deep dive: The 3 P’s of strong data

Tammy Wickard shares tips & tricks in AMS360 to improve your data quality and help you make better business decisions. 
 

AMS360 Card

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. 

Demo

 

 

PL Rating: is a real-time, insurance 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.

  • Time-saving: 50% less time spent on quotes
  • Efficiency: reduce quoting from 10 minutes per carrier to 15 minutes for 10 carriers
  • Demand generation: agents say almost 50% of their leads come from CRQ

Demo

PL Rating Card
ReferenceConnect Card

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.

  • Time-saving: 60% less time needed to search for documents
  • Efficiency: 1 less E&O incident per year
  • Demand generation: 1% increase in new business and renewals

Demo

 

InsurLinkgives 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.   

  • Customer retention: 3-4% increase in customer retention  
  • Time-saving: eliminate 5 10-minute certificate request calls 
  • 24-hour service: with InsurLink your agency is always open 

Demo

InsurLink Card

Products Keystone agencies can use

 The foundational insurance management system for complex small agencies.

Providing your customers with 24/7 access to their insurance information.

Webinar

Enhancing your trackability

Learn how AgencyZoom can help you close more leads in less time, increase retention, automate the customer journey, and so much more!

 

Webinar

The Orange Partner Program

See how the Orange Partner Program brings together complementary solutions that enable Keystone agencies to do more with their technology!

 

Resources

A buyer’s guide to insurance knowledge base solutions

Ebook: With the right tools in place you can remain profitable and stand out from the crowd.

How the Best Agencies Stand Out

Ebook: This Ebook discusses three areas you can hone in on to prepare for success.  

Setting a Foundation for Success

Three ways to prepare for the future.