Technology Consulting

Get the Best Results from Your Agency by Using These Strategic Partners

With billions invested in new insurtech organizations, the Independent Agent channel is becoming increasingly innovative in client management, online marketing, data analytics, process technologies and so much more. The AC sifts thru the tech and teams up with the correct value tech partners to support your needs.

Agency Management Systems

These systems assist agencies of all sizes in tracking and maintaining client relationships, improving marketing and sales efforts and monitoring their agency’s sales performance.
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CRM Solutions

Insurance CRM software is designed to automate and streamline the insurance workflow, including lead generation, application, policy rating, policy issuance, reporting and referral management.
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E&O Insurance

E&O insurance is a type of professional liability insurance that protects businesses, their employees and other professionals from claims of negligent or shoddy work. E&O insurance shields businesses from claims of negligence or poor workmanship.
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Life, Health, Annuities and Securities

Accessing LifeGOAT’s user-friendly and comprehensive online rating platforms makes it simple to sell a wide range of insurance, annuities and security products to consumers and businesses alike.
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Agency Marketing Tools

It makes no difference how good your insurance policies are if you don’t market them. You will not make any sales or generate any leads if no one knows about them.
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Cybersecurity and IT

Process, store and secure electronic data on any computer within your agency’s network and protect it from outside cyberattacks with cybersecurity across your infrastructure.
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Finance and Banking Solutions

As the owner of an insurance agency, you are eligible to apply for traditional forms of commercial financing such as term loans and lines of credit.
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Staffing

It is critical for the company’s success to have constant access to top-tier talent. Our preferred vendors have the best teams, which are staffed by experts in multiple product lines and functions.
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Phone Systems

A business phone system includes unlimited local and long-distance calling, automated menus, ring groups to reach multiple employees at once, voicemail to email and call recording.
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Rating Software

The primary goal of insurance underwriting and rating software is to strike the best balance between acquiring new customers, mitigating risk and meeting regulatory requirements.
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Productivity Tools

These productivity tools streamline insurance processes with electronic signature software and improve customer experiences by providing secure, intelligent and frictionless insurance services.
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