Network of Vertafore Users (

The 2010 Automation Excellence Award recipient among agencieswith 25 users or less is Chas. H. Bilz Insurance Agency Inc. inCovington, Ky.

The 2010 Automation Excellence Award recipient among agencieswith more than 25 users is McQueary Henry Bowles Troy LLP inDallas, Texas.

Bilz hasconducted its personal lines, commercial lines and life and healthbusiness in a paperless environment for several years.

Accounting records, including commission statements, productionreports, and vendor invoices, have been electronic for more thanthree years. For two years, the agency has had electronic personnelrecords; the agency's 150-page procedures manual is in electronicformat on AfW and AMS360.

The agency's technology environment includes three screens (withAMS360, e-mail, and websites or scanned documents on the screens)for service staff. The agency scans mail and forwards it to AMS360for the appropriate individual. Commercial lines policies, auditsand endorsements are electronically attached to AMS360 for reviewof coverages. The firm uses specialty applications to track groupbusiness, along with imaging of policy documents andcorrespondence.

McQueary HenryBowles Troy developed several programs to improve productivityand efficiency, while also serving the Sagitta All Users' ChapterInc. (SAUCI). A new program for account managers provides access toa detailed report of active clients, policies, premiums, revenueand transactions, as well as detail of expirations and agedreceivables. It ranks each producer compared with peers for theseareas. The agency's automated tools allow account managers tomonitor client needs. Another program allows producers to compareproduction to goals.

McQueary Henry Bowles Troy developed a business analyticsprogram to track a client's health plan, which includes a financialexamination and monitoring of the plan. It also developed apaperless document management program, providing remote access topolicies, endorsements and other documents.