Customer Relationship Management (CRM) Systems

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.

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.

By embracing InsurTech, smaller agencies can keep pace with the evolving insurance landscape and gain a competitive edge.

Technology is reshaping insurance sales and client management, providing new opportunities for success for insurance professionals.

The insurance industry is no stranger to outdated technology. But do you know how much it can cost your independent insurance agency?

On this episode of Agency Nation, Dana Dattola, principal of Weaver & Associates, shares how she implemented diverse work and marketing strategies at her family agency, which provided a platform for the business to adapt to the pandemic.