Customer Relationship Management (CRM) Systems

On this episode of Agency Nation Radio, we chat with Marianne Policastro-Wik, owner of Insurance Associates of Central CT in Wethersfield, Connecticut. 

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.

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.

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.

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

With more demands on their time, agents want technology solutions that are easy to use, integrate with their existing systems and help their business grow. As InsurTech partners work to fulfill these needs, these three trends are evolving to meet agents’ needs.