Agency Management System

The State of System Integration 
Podcasts The State of System Integration 
A conversation on payment processing system integration with FIRST Insurance Fun...
Sponsored By FIRST Insurance Funding July 15, 2025
M&A Deals Begin with Messaging
Brokerage Ops M&A Deals Begin with Messaging

To help seal an acquisition, brokers should highlight how their tech stack will benefit the target agency.

April 1, 2025
One Management System to Rule Them All
Brokerage Ops One Management System to Rule Them All
More than three years in the making, CRM pioneer Salesforce is rolling out an AI...
January 14, 2025
Before You Flip the Switch
Brokerage Ops Before You Flip the Switch
Here are five best practices for a smooth software conversion.
Sponsored By Vertafore May 26, 2024
After You Buy, Integrate
Brokerage Ops After You Buy, Integrate
Some acquirers have integration down to a science, increasing speed of the proce...
April 1, 2024
Well-Oiled Integration Machines
Brokerage Ops Well-Oiled Integration Machines
Integration Playbooks from Long-Time Acquirers
April 1, 2024
Insurtech for Insurance Brokers, by Insurance Brokers
Brokerage Ops Insurtech for Insurance Brokers, by Insurance Brokers
Irys Co-Founder & CEO Margeaux Giles discusses the core problem of legacy tech a...
Sponsored By BrokerTech Ventures December 13, 2023
The Numbers Game
Brokerage Ops The Numbers Game
Your agency’s technology and data are key to telling your story in a cooling M...
Sponsored By Vertafore April 30, 2023
Lessons in Change Management
Brokerage Ops Lessons in Change Management
Q&A with James Thom, Chief Product Officer, Vertafore
Sponsored By Vertafore September 1, 2022
(Re)Defining Efficiency in Insurtech
Brokerage Ops (Re)Defining Efficiency in Insurtech
Choice for the sake of choice kills user experience.
Sponsored By Vertafore July 19, 2022