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.

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.

Investing in a modern agency management system (AMS) with next-gen capabilities gives your agency the competitive edge it needs to thrive.

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.

Here are four ways that adopting a digital payments solution can improve customer experience.

With the changing landscape in the personal lines market due to the hard market, personal lines agents may be thinking about diversifying their revenue.