How Harbor Brenn Agencies' fusion of heart and Vertafore technology are driving growth
Since its inception in 1977, Harbor Brenn Insurance Agencies has been Petoskey, Michigan’s steadfast ally, consistently delivering reliable service. “Our community is our lifeline, and the bond we share with them is immeasurable,” Ashley explains. “When we say we are here for them during their worst days, we mean it wholeheartedly.”
But in an era brimming with data and with personal lines customers numbering in the thousands, how does an agency preserve that heart-to-heart connection? Ashley’s answer: a mix of tech and empathy. “Balancing automation with a personal touch is crucial. Vertafore’s solutions have enabled us to be there for our customers in their times of need without overwhelming our resources.”
Dynamic solutions, real results
Every day, an independent insurance agency juggles a myriad of conversations. From joyous life milestones to unexpected hitches, agents are on their toes, ensuring no client detail goes unnoticed. “While interactions form the heart of our work, efficient tracking and documentation are its backbone,” Ashley explains. “Without a system like AMS360, managing it would be a colossal challenge.”
Ashley explains how AMS360’s features, such as quick NAVs, have become indispensable tools: “These quick navigation features have been a game-changer.” Employees can swiftly access what they need without stumbling through intricate workflows. These features ensure that the agency has a smooth process even in turbulent waters.
Driving revenue with automation
With Vertafore’s’ integrated solutions, Harbor Brenn can successfully cater to thousands of personal lines clients. “The technology we have in place lets us be personal and proactive without having to do a lot of backend work,” said Ashley.
Highlighting its impact, Ashley shares a win: The success of an automated renewal review process using AMS360 and Vertafore Client Communications. Clients receive a friendly email reminder 45 days before their P&C policy renewal, complete with a link to update new or changed coverage needs.
This proactive approach not only streamlines operations but also bolsters revenue. “We’ve got a 42% open rate and a very high response rate on these emails,” Ashley beams. “We’ve sold a zillion umbrella policies this year because of this process. We’re simply having coverage conversations with our clients that we wouldn’t have had otherwise.”
