Trucordia Connects Agency Systems to Reduce Manual Insurance Work

For Trucordia’s Midwest office, the operational case for connecting agency systems starts with small tasks that recur all day: moving information from an email into a client file, tracking work in a spreadsheet, or searching for renewal details while a client waits. The agency says its use of AMS360 and AgencyOne has reduced those steps and returned time to employees. The gains are incremental, but repeated across a workday, they can change how staff allocate their attention.

Holly Sutherland, an agency management coordinator at Trucordia’s Midwest office, described a prior process in which some service staff recorded notes on spreadsheets or sticky notes. Information from Outlook had to be typed into client files manually. Each step may be brief, but the work compounds when staff repeat it across requests and accounts.

The account is part of a sponsored series by Vertafore, which supplies the software Trucordia uses. That context matters: the reported experience comes from a customer story, and the source provides no measured time savings, productivity figures or comparison with other systems. Sutherland’s account offers a practical description of the workflow changes, while leaving the scale of the operational effect unquantified.

Shared views give staff a clearer handle on daily work

Trucordia uses AMS360 to connect agency workflows, then added AgencyOne in its Midwest office. Vertafore describes AgencyOne as a platform that brings teams, partners and its software solutions together. At the agency, service staff use customizable dashboards to surface information relevant to their roles.

For employees handling renewals, those views can show a current task list and upcoming renewals across 30-, 60- or 90-day windows. That gives staff a way to see near-term obligations alongside the day’s work, rather than relying on scattered notes or searching through separate systems. A dashboard does not remove the underlying service work, but it can make responsibilities easier to track and help employees prepare before a renewal becomes urgent.

“Having a customizable view of their day is helping them feel that they have power over their work,” Sutherland said.

The change also has a client-facing dimension. When information is easier to find during a call, staff can spend less of the conversation locating records. A visible task list may also make it easier to spot incomplete work. The source does not quantify whether missed tasks or response times have changed, so the clearest reported benefit is improved access to workload and account information.

Automation targets repetitive handling of information

Trucordia’s staff can share data across solutions, and some work, such as copying information from an email, can be automated. Vendor integrations also make information more accessible across the connected tools. The practical aim is to reduce the handoffs that force employees to re-enter details or devise their own tracking methods.

That distinction matters for agencies evaluating workflow changes. Automating a small task may save little time in isolation; its value depends on how often it occurs and whether the saved minutes can be put to useful work. Trucordia’s account points to two possible uses: more attention for complex or strategic tasks, and more direct interaction with clients. It also says the agency can handle more work with its existing staff, though it gives no volume or staffing data to measure that capacity.

Sutherland framed the benefit in terms of service and small amounts of recovered time: “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,” she said. She added: “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.”

Those comments describe the intended payoff rather than a quantified result. For customers, less time spent on internal handling could mean more time for conversations and service. For employees, better access to assignments may reduce the effort spent managing the process itself. Whether those improvements hold as workloads grow depends on how well the connected tools fit the agency’s actual tasks.

Integration shapes how the agency can add tools

Trucordia says its connected setup is intended to support future changes without recreating the same manual work each time it adds a system. A new standalone tool can create another place to check or another handoff to manage. By integrating new solutions into existing workflows, the agency expects to extend staff capabilities while keeping systems connected.

The company also points to the possibility of adding AI agents through Vertafore’s Velocity AI platform. The source describes this as a future capability, not a completed deployment or a measured outcome at Trucordia. Any benefit would depend on which tasks are addressed and how those tools connect with existing records and team processes.

“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 said. She expects new products and integrations to continue changing the options available to the agency.

For Trucordia, the immediate story is a shift from disconnected tracking and manual transfer toward shared task views and more data moving between systems. The next useful measure will be whether the agency can show that this structure consistently reduces handling time, supports more work, or improves client interactions as its needs change. Trucordia’s account of its AgencyOne experience is available here.