Agency Management Systems (AMS)

Without clear, documented standard operating procedures (SOPs), discrepancies can hold an agency back in an era where nimbleness and scalability matter more than ever.

While the advantages of artificial intelligence (AI) can be significant, these benefits come with risks. Here are five ways to manage your agency’s exposure.

As the commercial lines market softens and carrier appetite changes, agencies positioned for growth are the ones with clean data, consistent workflows and technology that helps them respond in real time.

Here’s how independent insurance agents are prioritizing low-tech interactions for high-impact payoffs in marketing, sales and customer service.

By spending less time on administrative work, independent agents can dedicate more energy to supporting clients and strengthening relationships.

On this special episode of Agency Nation Radio, Will Jones, editor-in-chief of Independent Agent magazine, chats with Amy Zupon, chief executive officer, and Rick Warter, chief customer officer, both from Vertafore, during last month’s Accelerate conference in Las Vegas.  

A large portion of the industry continues to operate on core platforms designed around nightly batch cycles. Those systems were built for stability and auditability, not instantaneous updates.

New agents should focus on automating a few high-impact areas that generate revenue, strengthen client relationships and promote retention.

In this Q&A series, Independent Agent magazine and the Big “I” Agents Council for Technology spotlights women in InsurTech.