News/Press Releases

programbusiness.com article featuring Steve Aronson

Featuring Bill Bunker, President, Vertafore Agency Markets

Steve Aronson of Aronson Insurance uses Vertafore’s Producer Plus solution, which allows his producers to be more effective and efficient in gathering information from prospects and clients:

“Producer Plus is a library of information that consists of industry profiles and their coverage descriptions and needs, risk exposure issues and questions relevant to each industry, checklists, and applications. This is extremely useful, particularly for my younger producers as it allows them to be more Independent and gives them the ability to gather more and better information and be better prepared for a visit with a prospect.”

-Steve Aronson
Aronson Insurance, Newton, MA

“TransactNOW is one of the key reasons why I chose the AMS360 solution. Its real-time capability allows me to start a transaction in my management system, have it flow to the carrier website to exactly where I want it go with virtually no additional keystrokes or clicks, and get or do what I need, whether it’s a policy change or possibly new business. The next morning there’s a download of the new policy data. The transaction started in my management system and ended in my management system.

“if I get a client inquiry from a customer about a Bill or a claim, again I go to the exact place I need to go to on the carrier website to get the information. I can do this while I’m on the phone with the customer, so I don’t have to put him/her on hold or call back. I’m actually viewing the native data at the company site and while I’m on the phone waiting for the information to process, I can build rapport with my customer. It’s not dead time; it becomes a marketing or relationship-building opportunity and it allows me to improve customer satisfaction by giving my clients the answers immediately instead of having to call back.”

-Steve Aronson
Aronson Insurance, Newton, MA

“In using our agency management system in the cloud, I no longer have to worry about system maintenance or security. I don’t have to do the back-ups or updates; this is taken care of by Vertafore. If the server hiccups, there is an alternative system that kicks in. When you rely on your system with all that customer data and you’re ‘paper-lite’. If there are problems with the technology, it’s the lifeblood of the agency. I have peace of mind now because my data is protected in the Vertafore cloud.

“What’s more, I am spending less time, energy and effort on IT functions. My staff can focus on insurance business, not IT.”

Steve Aronson
Aronson Insurance, Newton, MA