Press Releases

Risk Strategies Company Receives Vertafore Vanguard Award for Innovation, Harnessing Technology to Manage Rapid Growth

Integration of Multiple Acquired Companies' Operations, Salesforce.com System Draws Plaudits

BOSTON, March 15, 2016 -- Risk Strategies, a leading national specialty insurance brokerage and risk management and consulting firm, today announced it 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.

To learn more about Risk Strategies, please visit www.riskstrategies.com

About Risk Strategies

Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices including Boston, New York City, Chicago, Toronto, Montreal, Grand Cayman, Miami, Atlanta, Dallas, Nashville, Washington DC, Los Angeles, and San Francisco. RiskStrategies.com.