STRUCTURE. ROUTE. SCALE.
Agency Technology Audit
This audit gives you the blueprint to move from being a reactive agency to a routed agency—and eventually, to an AI-ready agency where your team is leaner, faster, and structured to scale.
Most independent insurance agencies rely on dozens of tools—but few have a clear picture of how well those systems actually work together. The result? Overlapping software, wasted budget, disconnected teams, and stalled growth.
But the real question isn’t just about efficiency today.
Is your agency truly prepared for 2030?
This isn’t just about fixing what’s broken—it’s about future-proofing your agency. That starts with assessing your foundational technology infrastructure and identifying what needs to evolve. Agencies that want to lead in the next decade must pivot now—toward smarter systems, automation, and scalable processes that align with where the industry is heading.
Is Your Agency’s Technology Helping You Scale—Or Holding You Back?
-
The agencies that will thrive in the next 5 years are the ones that are:
Streamlining their tools and processes
Automating repetitive work
Empowering their team with the right systems
Preparing now for the rise of AI in insurance
This audit is built to help you do exactly that.
-
Your Agency Tech Score – A full breakdown of how your AMS, CRM, phones, raters, and automation tools stack up
Your AI-Readiness Score – See how prepared you are for the future of automation and AI2030
Redundancy & Gaps Report – Spot overlaps and missing tools that are slowing you down
A Custom 30-60-90 Day Action Plan – Prioritized recommendations based on your answers
Optional Strategy Call – Review your results with one of our agency operations experts
-
This is a no-cost, no-pitch assessment designed specifically for independent agencies like yours. It takes less than 10 minutes and will give you clarity on how your current tech stack is performing—and how to improve it.
