Case Study | Sams/Hockaday & Associates, Inc. About The Company Founded in 1981 and located in Decatur, Illinois, Sams/Hockaday & Associates focuses on providing insurance products and services to the senior- age market. The products they offer include Medicare Supplement, Medicare Advantage, Life Insurance, Long Term Care and Annuities. The Problem Sams/Hockaday had 2-3 staff members using Prime by Vertafore. The system was outdated, not user-friendly, and commissions processing was a very time-consuming process. The accounting department had to manually export data and transfer it into a different system just to process commissions. The database was not accessible to agents, therefore they could not review their book of business or contact information as they were trying t

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