List of Vertafore BenefitPoint Customers
Denver, 80202, CO,
United States
Since 2010, our global team of researchers has been studying Vertafore BenefitPoint customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Vertafore BenefitPoint for Insurance ERP from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Vertafore BenefitPoint for Insurance ERP include: Marsh McLennan, a United States based Insurance organisation with 90000 employees and revenues of $24.46 billion, Lockton, a United States based Insurance organisation with 400 employees and revenues of $300.0 million, Conner Strong & Buckelew Companies, Inc, a United States based Insurance organisation with 500 employees and revenues of $100.0 million and many others.
Contact us if you need a completed and verified list of companies using Vertafore BenefitPoint, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Vertafore BenefitPoint customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Conner Strong & Buckelew Companies, Inc | Insurance | 500 | $100M | United States | Vertafore | Vertafore BenefitPoint | Insurance ERP | 2017 | n/a |
In 2017, Conner Strong & Buckelew Companies, Inc implemented Vertafore BenefitPoint as its Insurance ERP to formalize agency management and policy servicing workflows. The deployment was led by the company IT Project Manager and the application development and analytics team, and it targeted multiple business units responsible for agency operations, client service, and back office administration.
Vertafore BenefitPoint was configured to support core agency management capabilities typical for Insurance ERP deployments, including policy administration, client and account management, commission processing, billing support, and document management. The implementation operated alongside other Vertafore agency management tools such as WorkSmart, with configuration efforts focused on workflow automation, data capture for analytics, and role based access to operational modules.
Governance and rollout emphasized stakeholder consultation and company wide training, with the IT Project Manager coordinating instruction for Vertafore BenefitPoint as well as for collaboration and productivity platforms used across the business including Zoom, Wrike, Egnyte, Calendly, and Microsoft Office. Operational responsibilities extended to analytics oversight, webinar and video conferencing support, conference room configurations, and in house video production to ensure adoption and ongoing support for the Insurance ERP environment.
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Lockton | Insurance | 400 | $300M | United States | Vertafore | Vertafore BenefitPoint | Insurance ERP | 2018 | n/a |
In 2018, Lockton implemented Vertafore BenefitPoint to centralize benefits administration and client enrollment workflows. Vertafore BenefitPoint was deployed as the Insurance ERP platform supporting benefits data capture, client tracking, and enrollment deadline coordination across the benefits operations team.
Functional configuration emphasized benefits administration modules, enrollment management, compliance calendar and packet generation, and client contact record updates inside Vertafore BenefitPoint. Workflows were organized to support the RFP lifecycle, with staff collecting, analyzing, and presenting employee benefits and financial data and maintaining tracking artifacts in BenefitPoint to coordinate proposals and vendor relationships.
Operational scope concentrated on employee benefits and client services functions, with documented use by personnel in New York during 2018 to compile compliance materials and complete enrollments by policy effective date. Governance practices included maintaining compliance calendars and consolidated client tracking in Vertafore BenefitPoint to ensure accurate data and contact information and to support enrollment and RFP coordination.
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Marsh McLennan | Insurance | 90000 | $24.5B | United States | Vertafore | Vertafore BenefitPoint | Insurance ERP | 2019 | n/a |
In 2019, Marsh McLennan implemented Vertafore BenefitPoint to support commission processing and accounts receivable workflows within its insurance finance operations. Vertafore BenefitPoint was deployed as an Insurance ERP application to centralize commission runs, daily cash recording, and deposit reconciliation for the firm’s carrier and client revenue streams.
The implementation configured Vertafore BenefitPoint to handle core functional capabilities typical of commission systems, including commission run finalization, cash application, daily deposit data entry, and transaction reconciliation. Configuration emphasized role-based operations to support Accounts Receivable Specialists, the Finance Manager, and Financial Analysts who perform daily reconciliations, upload deposits, and support month-end closing activities.
Operational coverage focused on the finance and accounts receivable function rather than sales or underwriting systems, with the platform used to record revenue received from insurance carriers and clients and to maintain daily cash records. Staff expectations documented in job requirements included familiarity with Vertafore BenefitPoint and Sagitta, reflecting a need for cross-application knowledge among AR Specialists and finance staff, and integrations with internal accounting systems were leveraged for deposit posting and ledger updates.
Governance centered on consistent daily processes, standard operating procedures for data entry and reconciliation, and controls for confidential financial information, aligning with role descriptions that require attention to deadlines and accuracy. Training and procedural documentation supported operational consistency, and the implementation was structured to enable Accounts Receivable Specialists to execute receipts, recording, reconciliations, and support special finance projects.
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