For many carriers, the decision to build an in-house client portal feels like the obvious path. On paper, it promises complete control over the roadmap, the ability to tailor every feature to internal workflows, and a solution that fits “exactly”…
For years, “client experience” was seen as a soft metric, something nice to have, but not essential. A good UI, maybe an FAQ page, and a friendly call center. That was enough. Not anymore. In 2025, client experience is one…
For most carriers, “client experience” still means a call center and a login page. Maybe there’s a basic portal, buried behind forgotten credentials and registration codes, and maybe there’s an app no one uses. But in 2025, that’s not enough.…
Insurance carriers don’t have a customer service problem. They have a workflow problem. Every day, your team gets bogged down in repetitive service requests – ID cards, address changes, billing questions, and policy documents. None of these is complex. But…
Your policy admin system isn’t the problem, but it’s not the whole solution, either. Carriers have invested millions into platforms like Duck Creek, Majesco, Guidewire, and others – rightfully so. These policy admin systems (PAS) are essential for managing data,…
Vertafore is everywhere. Their tools are some of the most widely adopted in the insurance industry. But adoption doesn’t always equal satisfaction, and when you read the reviews, a more nuanced picture appears. We reviewed over 50 verified user reviews…
Not all insurance workflow management systems are created equal. Some help your agency move faster, close more business, and keep clients happy. Others slow you down with cluttered interfaces, confusing processes, or a lack of real automation. We tested three…
Picking the right insurance agency management system can feel overwhelming. Every AMS promises to save time, grow your book, and make life easier. But not all of them deliver the same way. We’ve used the top five systems ourselves –…
Running an insurance agency without software is like running in the dark. You’ll miss things. You’ll slow down. You’ll lose business. The best agencies today use tools that help them stay organized, move fast, and give clients a better experience.…