Future-Proof Your Agency with a Tech Audit
On August 13, 2025, I hosted a webinar for Virtual Intelligence focused on one of the most important steps an independent insurance agency can take to prepare for growth — a technology audit.
If you are an agency owner, an agency technology officer, or the person responsible for your agency’s tech stack, this is your playbook for turning technology into a competitive advantage.
Why a Technology Audit is Critical
A technology audit is more than a list of tools. It is a structured review of your systems, processes, and costs to ensure your technology is actually driving results.
In the webinar, I shared the core reasons agencies need to complete a regular audit:
Organize and centralize tools so they work together.
Assign ownership so each tool has someone accountable for adoption, training, and ROI.
Eliminate redundancies and fill any gaps with the right solutions.
Document SOPs and processes to make sure tools are fully utilized.
Leverage data for better decisions and measurable results.
The agencies that treat technology like a long-term business investment will be the ones that thrive.
The Risks of Skipping an Audit
When agencies avoid regular tech audits, the same problems show up over and over:
Paying for multiple tools that do the same job.
Using outdated systems that do not integrate well, creating extra work.
Wasting money on licenses for employees who have already left.
Having underused tools because of poor onboarding or no training plan.
Storing SOPs and training materials in too many places with no backup.
These are not just operational issues — they directly impact profitability.
Steps to Start Your Audit Process
If you are ready to take control of your agency’s technology stack, start here:
Complete a Technology Audit
List every tool you use, what it does, who owns it, what it costs, and how often it is used.Assign Ownership
Give each technology category a clear owner who will manage updates, training, and reporting.Schedule Quarterly Reviews
Revisit your tech stack every quarter to check for overlap, low utilization, and cost savings.Centralize SOPs and Training
Keep all SOPs and training materials in one secure location like SharePoint or your LMS.Test Integration Before You Buy
Confirm new tools work with your existing systems before signing a contract.
What’s Coming Next
At Virtual Intelligence, we are finalizing the beta version of our Technology Audit Platform. This will provide agencies with real-time, automated feedback on their tech stack. Over the next 45 days, the 49 agencies who have already completed the audit will receive customized, actionable results.
We are also building a custom LMS and SharePoint integration to store training materials and SOPs in one centralized, secure location. In addition, we are offering custom GPT-powered chatbots to agencies who want an internal knowledge and training assistant tailored to their own systems.
Final Word
Change is not always easy. New technology can cause temporary disruption. But agencies that take control of their systems now will be ready for the future, able to scale faster, and better positioned to compete.
If you want to see how a technology audit can transform your agency, start here: Complete the Technology Audit Form
