Agency Management Systems (AMS)

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.

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.

Agencies that embrace technology have the ability and opportunity to handle larger and more complex accounts and, ultimately, secure larger premiums.

Running your agency is a lot like being the coach of a sports team. It’s about strategically selecting the right tools and teammates to position your agency for success.

From the long-lasting impact of the pandemic to the turmoil of the hard market, personal lines consumer preferences are shifting. Here’s how independent agents can keep up.

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.