Agency Management Systems (AMS)

Here are four technology capabilities that can help you maximize revenue and build long-term client relationships in your commercial insurance book.

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.

Who really owns that data once it’s stored in a vendor’s system? What happens if an agency decides to switch platforms? And can agents freely connect their data across tools to build the client experience they want, or are they locked into whatever their vendor dictates?

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.

While there’s no way to guarantee your agency will never be susceptible to an attack on your systems or data, there are steps you can take to understand and increase the security of your client data.

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.

The right artificial intelligence (AI) solutions can streamline day-to-day tasks, save time and help you stay laser-focused on your clients.

Catastrophe season can stretch even the most experienced insurance professionals to their limits. Between managing claims and fielding urgent questions, staying organized and efficient becomes key to success.

There are hundreds of clever ways that independent agency professionals across the country are investing the regained time. Across them all, one thing is clear: The extra hour is always time well spent.