Company snapshot
U.S. Risk, LLC is a specialty lines underwriting manager and wholesale broker headquartered in Dallas, Texas. With 16 domestic and international branches, U.S. Risk offers a broad range of products and services to their agency constituents. As a growing enterprise MGA, U.S. Risk is focused on helping their agency partners grow and rely heavily on technology to do so.
Fast service makes for happy agents
The MGA suite of products creates efficiencies to help U.S. Risk service agents with accuracy. “Simply put, AIM has streamlined everything we do,” Hardy says. She points to VPI’s integration with AIM as a key driver of productivity in the organization. Issuing policies used to involve a series of multiple steps and clicks. AIM’s VPI library reduces policy issuance to a single click. Hardy adds, “It’s user-friendly and saves our team so much time when issuing policies.”
Additionally, ImageRight aligns U.S. Risk’s resources so that the right work is routed to the right people at the right time. The workflow tool works in tandem with AIM and updates in real-time so that information is accurate, and the team can work effectively across their multiple branches. Hardy says:
ImageRight plays a crucial role in our productivity. While AIM is the foundation for managing our business, ImageRight helps us service our agents in a timely manner.
Payments made easy
As every MGA can attest, collecting payments from agency partners is a hassle for both parties. Agencies must write physical checks and mail them to the MGA. Once received, the MGA must then verify the paid amount, record the payment, and process the check. It’s been a long-standing time suck in the industry that U.S. Risk has digitized. With Vertafore Orange Partner ePayPolicy, U.S. Risk can receive digital payments from the agencies they work with. “The agency can go online, choose how much they want to pay, and then submit the payment immediately.” Not only does this save time for both sides, but it also differentiates U.S. Risk from their competitors.
When we make it easy for an agency to do business with us, they’re more likely to write their business through us instead of our competitors."
- Carole Hardy
Not a vendor, a community
Hardy believes that there is so much more to U.S. Risk’s success with Vertafore outside of capabilities and functionality. “We have great products in AIM and ImageRight, but we also have an entire community on our side to support our success.” Hardy is an active participant in the NetVU community, a group comprised of Vertafore product users who can bounce ideas off each other, learn tips and tricks, and trade best practices. Not only does Hardy have a community of fellow users at her disposal, but she also has a community within Vertafore dedicated to her success. Hardy participates in Vertafore workgroups where she provides direct feedback on product development.
Vertafore is very receptive to our input. We have a common goal of just wanting to build a better product and Vertafore works tirelessly with us to make continuous improvements that have a real impact on our business.