How Adobe Insurance Brokers Transformed Their Agency Operations With Eclipse AMS

Adobe Insurance Brokers is an independent insurance agency located in Morgan Hill, California. Known for being one of the state’s most trusted insurance carriers, Adobe specializes in finding affordable and reliable coverage for their customers, and the reviews speak for themselves. 

Our team had the privilege of helping Adobe Insurance Brokers integrate with our industry-leading agency management system, Eclipse. Keep reading to get the inside scoop on our partnership and how it helped Adobe transform its operations and scale. 

The Challenge: Scaling Up Amidst Acquiring New Business

Adobe was at a crossroads when it acquired a substantial book of business. With only two users initially, their operations expanded rapidly to seventeen as they grew. Managing this growth without a robust agency management system in place posed a significant challenge. They needed a solution that could not only handle their current workload but also adapt seamlessly as their agency continued to evolve. 

The Search: Finding the Right Solution

Like many modern businesses, Adobe Insurance Brokers turned to the Internet for solutions. Through a quick Google search, they discovered North American Software Associates (NASA) and our acclaimed agency management system, Eclipse. It didn't take long for them to realize we could provide the tailored solution they desperately needed to solve their operational growing pains.

Our Approach: Customizing the AMS for Adobe’s Unique Needs

When Adobe’s team brought us in, we made it our mission to truly understand their challenges and goals. They wanted to keep adding new agents to drive expansion into more markets. But that meant implementing strict user security permissions to control data access. Adobe also needed a more automated way to track commissions and pay employees rather than using outdated spreadsheets.

Our teams worked hand-in-hand, brainstorming how to customize Eclipse specifically for Adobe’s unique requirements. In the end, we configured a solution that checked all their boxes for the present while leaving room for continued scalability down the road.

The Results: A Thriving Agency Poised for Continued Success

Integrating Eclipse into their workplace completely transformed how Adobe operated. Our user security controls gave them peace of mind about data privacy.

Similarly, the commission tracking and payment functionality allowed them to ditch spreadsheets for good. Instead of drowning in administrative headaches, the Adobe team can refocus on what really matters: servicing clients and fueling their growth.

With a highly efficient operating platform in place, they’ve been able to expand their producer team and policy book at an incredible rate. We’re proud to have played a part in streamlining their operations, helping them attract more business and laying the foundation for their future success.

Get Eclipse for Your Agency

If your independent insurance agency is looking to:

• Overcome everyday tasks in a breeze
• Create simple and effective processes
• Improve customer service
• Stay compliant with changing regulations
• Accelerate business growth with CRM capabilities

Then Eclipse is the cutting-edge AMS you need. 

Eclipse delivers tangible results for agencies of all sizes. Our users report increased productivity, higher customer retention, reduced errors and more streamlined operations within the first year.

Contact us today to learn more about streamlining your agency with Eclipse!