Agency Management Systems (AMS)

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.  

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.

Here are five specific applications of AI-powered data analytics that can improve agency operations.

The rise of AI is poised to transform independent insurance agencies however, increased adoption is prompting essential discussion regarding the errors & omissions implications of its use by agencies.

The rapid growth in data centers has brought new challenges and a growing need for sophisticated insurance solutions to manage such risks.

AI-based tools can solve many of the challenges confronting today’s insurance agents, helping agencies work smarter, serve clients faster and grow more efficiently.

It’s not just about workflow speed—it’s about perception. A quick response signals professionalism, urgency and care.

Marianne Policastro-Wik is leading her agency, a 2025 Best Practices Agency, through thoughtful “modernization,” paying careful attention to embracing technology without losing the human touch.