The State Of Insurance Agencies: 2025 Operations & Technology Report
Key Trends Shaping Insurance Operations in 2025
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6 Things You'll Learn From This Guide
Benchmarks from the field
Efficient agencies stretch their capacity without stretching their team.
Efficiency = profit growth
If your operations aren’t helping you grow, they’re holding you back.
Impact of tech adoption
What does modernization actually look like inside a real insurance agency?
What best agencies do
The common SOPs of the top performing agencies.
Tech Stack Combinations
Stacking more software doesn’t equal better results, how the best agencies do it today.
What the numbers say
The agencies that modernize look different on every metric that matters.
"You can grow your sales all you want, but if you don’t have the team or systems to handle the service side, you’ll hit a wall. That’s what creates plateaus. We’ve seen it—agencies grow to a certain point and then get stuck. And most of the time, it’s because their people are at full capacity. They just can’t push past it."
Brett Young
Erb & Young