For more than two decades, Insuritas has built and operated white-labeled insurance agencies for banks and credit unions. This unique business model has driven significant growth in recent years, enabling the company to support a national client base of nearly 200 financial institutions with more than 10 million customers.

 With greater scale came increased complexity, including the challenges of maintaining four disparate systems, with little or no interconnectivity, to support sales, marketing, accounting, and telecommunications. In addition, after replacing a limited legacy AMS that had caused issues for years, the company’s new vendor was purchased by that same legacy AMS, bringing higher costs and the familiar frustrations from the past. 

In particular, the on-premises solution struggled to keep up with the demands of a large, nationwide end-user population handling a high volume of business.

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