Technology and Tools

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.

Artificial intelligence (AI) technology can be overwhelming, but it’s not an all-or-nothing game. Here are five steps to thoughtfully implement AI in your agency.

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.

Successful companies are building connected infrastructures that automate commission reporting, track book-of-business in real time, surface compliance gaps and help agents identify customers who need outreach.

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.