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What Is an Agency Management System

An agency management system is the core software platform used by an insurance agency to manage policies, clients, renewals, documents, and daily operations. In Property […]

Signs Your Agency Management System Is Slowing Growth

An agency management system should support growth, not create friction. For P&C insurance agencies, the agency management system manages policies renewals clients documents commissions and […]

Agency Management System vs Submission Platform for P&C Insurance Agencies

P&C insurance agencies often use multiple systems to manage placement servicing and renewal workflows. Two common platform types are Agency management systems Submission platforms While […]

When to Replace Your Agency Management System

Replacing an agency management system is a major operational decision for a P&C insurance agency. Most agencies do not switch platforms because of features. They […]

How to Choose an Agency Management System for Your Insurance Agency

Choosing an agency management system is one of the most important operational decisions a P&C insurance agency makes. An agency management system manages policies renewals […]

Best Agency Management System for P&C Insurance Agencies

Choosing the best agency management system for a P&C insurance agency is not about feature volume. It is about operational clarity. An agency management system […]

Signs Your Agency Management System Is Slowing Your Growth

Most agencies do not switch agency management systems casually. So agencies tolerate friction longer than they should. The problem is not usually missing features. The […]

Why Renewals Break First in Growing P&C Agencies

Renewals are predictable. They happen every year. They follow known timelines. They represent existing revenue. Yet in growing P&C agencies, renewals are usually the first […]

System of Record vs System of Work in P&C Insurance Agencies

Most agency management systems are systems of record. Very few are true systems of work. For decades, this distinction did not matter. Agencies needed a […]

What a Modern Agency Management System Should Actually Do

Most agency management systems were built to store records. They were not built to support daily insurance work. For years, that distinction did not matter. […]