Stop apologizing for your client portal. Top agencies doubled in size without adding staff by escaping the AMS platform trap. Here's exactly how they did it.
Starting an insurance company has never been simple, but in 2025, the challenge is more complex (and the opportunities are bigger) than ever before. Regulations are tighter, technology expectations are higher, and clients are less forgiving of outdated experiences. At…
Hiring a consultant to build your agency’s tech stack can easily cost you $10,000 or more. Many agents feel pressured to spend this money, fearing they’ll make the wrong choices on their own. But what if you could bypass the consultant fees and build a powerful, efficient tech foundation yourself? You can.
A guide for insurance agents on how to choose technology purchases, overcome psychological barriers, and choose the right tools to scale their agency effectively.
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…