Integration of Multiple Acquired Companies’ Operations, Salesforce.com System Draws Plaudits
BOSTON, MA–(Marketwired – Mar 15, 2016) – Risk Strategies Company, a privately held, national insurance brokerage and risk management firm, that has aggressively grown its reach through acquisition in recent years, has been awarded the Vertafore Vanguard Award for Innovation by Vertafore, the largest provider of technology for the independent insurance industry in the United States. The award recognizes the innovative work Risk Strategies has done integrating newly acquired companies, as well as an ongoing Salesforce.com implementation, with its agency management system, Vertafore’s AMS360.
While significant growth at Risk Strategies is driven through acquisitions, integrating acquired companies so they can contribute to the organic growth goals is a priority. Since 2012, Risk Strategies’ operations team has successfully integrated a number of disparate systems used by acquired companies to bring their people onto the company’s Vertafore suite of applications, which includes AMS360, BenefitPoint and WorkSmart. In addition, Risk Strategies’ operations group has simultaneously worked to integrate AMS360 with its Salesforce.com implementation and expand the reach of that implementation across geographies.
“We are thrilled to receive this recognition from Vertafore,” said Jason Brudnick, vice president of operations for Risk Strategies Company. “Our rapid growth requires constant improvements in efficiencies. AMS360, along with several other Vertafore integrated applications and Salesforce.com, makes creating those efficiencies possible.”
By having a standardized platform, Risk Strategies realizes significant cost and efficiency savings, along with an increased level of internal collaboration. The addition of bi-directional Saleforce.com integration delivers further efficiencies by eliminating duplicate data entry and increasing analytical capabilities not otherwise possible.
“Risk Strategies’ innovative work over the past year shows how quickly an organization can improve internal operations and drive productivity and profitability by leveraging technology,” said Greg Wright, senior vice president of agency and carrier solutions at Vertafore. “We’re proud that Vertafore is at the heart of these efforts and we are pleased to recognize their success.”
The pace of integration, diversity of systems involved, and issues related to integrating key data with its Salesforce.com roll out, required close collaboration between Risk Strategies’ Operations Team and Vertafore.
About Risk Strategies Company
Risk Strategies Company is a privately held, national firm with offices across the country. As a leading U.S. insurance broker, the company offers sophisticated risk management advice and insurance placement for property & casualty, healthcare and employee benefits risks. Risk Strategies serves commercial companies, non-profits, public entities and individuals, and has access to all major insurance markets. Ranked in the top 25 brokers in the country, the company has offices in more than 20 locations including Boston; Chicago; Los Angeles; Minneapolis; New York City; San Francisco; Atlanta; Portsmouth, N.H.; Providence, R.I.; Long Island, N.Y.; Teaneck, N.J.; Irvine, CA; and Sacramento, CA.