Agency Management Systems (AMS)

Declaration of Independents: Marianne Policastro-Wik

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.

Is Your Tech Stack Ready for CAT Season?

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.

Declaration of Independents: Michelle O’Connor

When Michelle O’Connor and her husband started their insurance agency 25 years ago, they knew from the very beginning that joining the Independent Insurance Agents of North Carolina was a must.

How Often Should AMS Data Backups Occur?

How should an agency prepare for an agency management system (AMS) being down for an extended period of time, such as after a catastrophe or cyberattack?