Ohio Insurance Agents (OIA)

Network partnership

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 OIA 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 OIA account team and we'll discuss how our solutions enable you to grow your business.

“After 50 years in the independent agency technology space, Vertafore has proven itself to be a valuable partner with independent agencies. They are taking that partnership to the next level by engaging with associations like the Ohio Insurance Agents Association (OIA). We are excited to offer Vertafore’s suite of technology solutions to OIA members to help them grow their agencies and compete in the modern marketplace.”

Jeff Smith, CEO

OIA

QQCatalyst: Newly independent agencies need to focus on sales growth and need efficient tools so they can spend time with customers. QQCatalyst gives you flexibility with a customizable dashboard, a quick set up, and an intuitive design. It offers sales pipeline and email marketing capabilities to help you grow. It's also simple and easy to use while still being complete. This solution helps you manage your agency from anywhere with secure, cloud-based technology. 

Demo

PL Rating: is a real-time, 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

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

InsurLink: gives 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

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