This is a story of how technology, combined with vision and strategy, can completely transform the game! Learn about KAP’s exciting journey, from tackling challenges with multiple data management systems to turning them into their biggest strengths.
See how KAP, fueled by RiskMatch and a visionary approach, navigated and transformed challenges into strategic investments. Explore the ins and outs of KAP’s success and discover how technology and strong partnerships lead to unparalleled growth.
Founded in 2020, Keystone Agency Partners (KAP) has seen extraordinary growth, acquiring 19 agencies in just three years. This rapid expansion brought a unique challenge: working with different agency management systems (AMS360 and Applied Epic) and data entry methods.
KAP’s implementation of RiskMatch turned a complex web of numbers and stars into valuable nuggets of knowledge.
Implementation highlight
KAP and Vertafore dedicated efforts to ensure that each agency has access to relevant data and can utilize it effectively. This effort has paid off, with a significant user adoption rate of 80% among partner agencies.
The success of this collaborative model goes beyond just software adoption; it's about building a community within the corporate structure. This has been a collective effort, with Vertafore and KAP working together to facilitate adoption, leading to a robust, informed, and connected network of agencies.
KAP’s approach isn’t just about the tech ─ it’s about people and culture. When an agency joins KAP, it joins a family of 19 other successful agencies with different perspectives and experiences.
The true measure of this success is evident in interactions among partner agencies. KAP began to experience a new level of collaboration. Agencies aren’t just swapping tips; they’re diving into market trends and tactics together. This represents a shift to a more collaborative approach, where each agency’s strengths shine.
“Creating transparency with data creates healthy competition, and we’re seeing that happen organically because of RiskMatch,” Patrick explains. “This culture is not just about fostering healthy competition; it's about creating a unified vision and approach across all agencies.”
KAP is looking forward, and the view is exciting ─ where every decision is guided by solid data insights. The brokerage is committed to staying at the forefront of innovation, continuously evolving its practices to meet the ever-changing demands of the insurance industry.
Keystone Agency Partner’s story is a blueprint for the future of the insurance industry, where a blend of technology, insight, and collaboration is the secret sauce for creating unparalleled service and sustainable growth. They’ve embraced technology not just as a solution but as a catalyst for enduring success and innovation.
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