Insurtech Redefined:
Disrupting the Insurance Landscape With Our Insurance Software Solutions

Looking to Enhance Your Customers’
Experience With Analytics-Driven Processes?

Underwriting Processes with AI

Analytics-Driven Fraud Detection

Insights into Broker-Client Relationships

Your Customers Can Depend
on Our Proven Data-Driven
Processes.

Incorporating collaboration tools, CRM tools, and advanced analytics can drive superior customer experience, agent interactions, underwriting, and claims processing. Are you leveraging technology and tools in your enterprise? Vertex is your partner with domain and technical expertise to deploy end-to-end insurance solutions.

Our Business Solutions for the Insurance Industry

Customer And Broker Interactions

360° View of All Customer and Broker Interactions

Portfolio Selection

Portfolio Selection

Underwriting Excellence with Big Data AI and Advanced Analytics

Underwriting Excellence with Big Data, AI, and Advanced Analytics

Pricing Adequacy

Pricing Adequacy

Big Problems? Real-World Solutions.

Driven Brand Ccpa Case Study

Connecting Multiple Systems for CCPA…

Problem & Background When the California Consumer Privacy…

Property Management

Are Outdated Business Processes Slowing…

Salesforce Lightning Bolt Streamlines New Property Portals for…

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Is Tracking Promotional Data a…

CPG Manufacturer Finds Huge Promotion Efficiencies with Vertex-Designed…

Minority Business Owner

Economic Empowerment: GCP Marketplace Connects…

Greater Cleveland Partnership (GCP) Launched Marketplace, a Digital…

Credit Health

Credit Review Solution: Automate Credit…

How Vertex helped a Major CPG Company Automate…

The Company We Keep

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The Great Seal Of The State Of Ohio
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Services & Technologies

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MuleSoft

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Microsoft

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Salesforce

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Digital Transformation

Digital Transformation

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IT Talent & Staffing

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What We Bring to the Table

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ADM Services

We handle Application Development & Maintenance issues so you can concentrate on your business. Simply put, we manage the design, coding, testing, debugging, and ongoing maintenance of client systems.

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Business Process Management

Vertex analyzes current processes to offer improved systems. We measure, test, and optimize the effects of our automated solutions for the insurance industry. Where applicable, we also develop solutions and offer them as an ongoing SaaS service.

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Cloud Migration

Cloud and SaaS platforms offer new choices that can speed deployment and reduce capital costs. Vertex can help you approach these strategic and tactical decisions and implement them for you.

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Data Analytics

The collection, mangling, and presentation of meaningful patterns in data to gain insights that allow smart decision-making.

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Strategic Consulting

Vertex focuses on clients’ overarching goals, looking beyond the obvious answers to scale solutions across the entire organization. We drive value.

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Guidewire Implementation & Digital Strategy

Vertex has extensive experience in the configuration and customization of the Guidewire Insurance Suite, partnering with leading insurers around the world.

Ready to gain valuable insights from your customer data?

Jim is a detail-oriented mechanical engineer and Salesforce authority. His certifications include Salesforce Administrator, Sales Cloud Consultant, and Service Cloud Consultant. But that’s only the tip of the iceberg. Obsessed with finding solutions that maximize ROI, Jim is committed to building long-term relationships that improve processes and increase value. He’s successfully deployed both Salesforce and custom Force.com solutions for industries spanning manufacturing, financial, and construction. If you’re ready to leverage your CRM, contact Jim. The only thing equally as exciting as Salesforce to Jim is his immaculate 2001 Chrysler Prowler, an original production hot-rod that garners lots of thumbs-up at stoplights!

Inspire. Innovate. Implement.
Jim Szafranski

Jim Szafranski

Director of Sales, Salesforce Practice

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