**How Trucordia Transformed Insurance Workflows and Reclaimed Client

Time with Connected Technology**

In the fast-paced world of modern insurance, every single minute counts. Imagine a scenario where every incoming email acts as a ticking clock, and when foundational software tools fail to communicate seamlessly with one another, precious minutes evaporate on seemingly minor administrative requests, such as updating routine policy information. For many agencies, this fragmented digital reality has long been an accepted operational hurdle, slowing down teams and eating away at the time that could otherwise be dedicated to high-value client relationships.

This was precisely the challenge facing Trucordia’s Midwest office before leadership decided to overhaul their internal infrastructure. Holly Sutherland, agency management coordinator at Trucordia, recalls a time when operational friction was woven into the fabric of daily routines. Servicers and account managers would resort to writing quick reminders on traditional sticky notes or tracking critical client notes across isolated spreadsheets. To move vital information from an Outlook inbox into an official client file often required tedious, manual data entry—a process that invited human error and created unnecessary bottlenecks across the entire department.

Recognizing the unsustainable nature of these disconnected habits, Sutherland and her colleagues evaluated their operational footprint once the office implemented AMS360 and AgencyOne, two core solutions from industry technology provider Vertafore. By bridging the gaps between disparate systems, Trucordia quickly discovered that they could systematically reclaim minutes for their employees throughout every working day, fundamentally changing how the regional office operates.

How AMS360 and AgencyOne Improve Insurance Workflow Visibility

The first major milestone in Trucordia’s operational transformation involved leveraging AMS360 to connect agency-wide workflows into a unified ecosystem. Building upon that sturdy foundation, the Midwest office integrated AgencyOne, Vertafore’s specialized platform designed to connect teams, external partners, and various proprietary solutions within a single, centralized pane of glass.

Instead of forcing staff members to toggle between multiple applications and disparate windows to piece together a client’s history, Trucordia’s servicers began utilizing AgencyOne’s highly customizable dashboards. These tailored views allow individual team members to surface the exact information most relevant to their specific roles and daily responsibilities. For instance, staff members primarily focused on managing policy renewals gained the ability to immediately view their priority to-do lists for the day, alongside a comprehensive 30-, 60-, and 90-day pipeline of upcoming renewals. This high level of visibility ensures that no critical deadline slips through the cracks and that employees can maintain a proactive stance on account management.

"Having a customizable view of their day is helping them feel that they have power over their work," Sutherland observed, highlighting the profound psychological and operational shift experienced by the staff.

When employees are empowered to keep their active workload directly at their fingertips, the entire operational workflow runs with noticeably smoother execution. Servicers spend significantly less time hunting down scattered information while a client is actively on the phone, drastically reducing call-handling times and boosting overall customer satisfaction. Routine tasks are securely tracked within the system, ensuring that nothing falls through the cracks even during peak renewal seasons.

How Insurance Workflow Automation Reduces Manual Data Entry

Beyond mere visibility, the integration of connected technology fundamentally altered how data moves within the organization. Team members can now effortlessly share data across previously siloed solutions, allowing routine chores—such as copying and pasting vital information directly out of an incoming email—to be fully automated. Advanced vendor integrations are playing a crucial role in making information vastly more accessible, thereby accelerating daily workflows from the moment the office opens.

By shaving off those tiny, repetitive steps from tasks that are executed dozens of times a day, servicers free up mental bandwidth to focus on strategic initiatives or dedicate meaningful, uninterrupted time to their clients. Consequently, the agency has found itself uniquely equipped to handle a higher volume of business with its existing staff headcount. Employees no longer need to waste energy inventing creative workarounds to force their legacy technology stack to perform basic, expected functions.

"Any time we can give back to our clients and give that personal touch—more interaction, more conversations, being able to provide better service—that makes a huge difference," Sutherland explained, emphasizing the human-centric benefits of automation. "Our employees try to put a lot into a small amount of time, so for them to be able to have even five minutes back in their day, over time that adds up."

How Connected Insurance Technology Supports Scalable Agency Growth

By intentionally connecting its technology stack rather than stacking temporary fixes on top of broken processes, Trucordia has positioned itself for sustainable, scalable growth. The agency can continue to evolve its business model without running the perpetual risk of recreating the exact same administrative challenges every time a new system or department is introduced.

In the insurance technology sector, every new standalone tool historically carried the hidden danger of introducing yet another cumbersome workaround for the end user. However, by adopting a centralized framework through AgencyOne, Trucordia retains the flexibility to integrate additional solutions, third-party software, or emerging artificial intelligence capabilities—such as advanced AI platforms—to expand staff capabilities. Crucially, the agency can achieve this expansion without disrupting the underlying architecture of how their existing systems interact with one another.

"Business needs change, technology changes. As you grow and you evolve, you have to also evolve and grow your systems to meet that need," Sutherland noted, reflecting on the ongoing journey of digital transformation. "I feel like over time, new things will be developed, new products will come out, so I think it’s ever-changing. The possibilities of new integrations are endless."