Latest Agency Management Headlines

All the headlines from our Agency Management Topic Page, ordered by recency.

Improving Compliance in P&C Insurance with an Agency Management System

Sep 29 2025 // In the Property & Casualty (P&C) insurance sector, regulatory compliance is not optional-it’s mission-critical. MGAs, wholesalers, and carriers face constant pressure to meet state and federal regulations,...

The Role of an Agency Management System in Managing Risk in P&C Insurance

Sep 17 2025 // In the complex world of Property & Casualty (P&C) insurance, risk management isn’t just about underwriting-it’s also about managing operational, compliance, and reputational risk. Agencies that rely on...

Why P&C Insurance Wholesalers Need an Agency Management System

Sep 5 2025 // Wholesalers in the Property & Casualty (P&C) insurance industry manage a high volume of policies, submissions, and agency relationships across multiple carriers. Without a centralized system, it becomes difficult...

Your Guide to Successfully Adopting an All-In-One Agency Management System

Mar 25 2025 // This post is part of a series sponsored by EZLynx.Are you juggling multiple systems to manage client data, policies, and communications? Maybe your business is stuck with outdated legacy systems or you’re relying on...

10 Must-Ask Questions Before You Choose an Agency Management System

Jan 8 2025 // This post is part of a series sponsored by EZLynx.Management systems can make or break a new agency. In the best cases, an agency management system (AMS) can be the behind-the-scenes mastermind keeping everything running...

101 Ideas for Sales, Marketing & Agency Management

Aug 19 2024 // 1. Content Marketing. Use content marketing to stand out as an industry thought leader. Create informative and engaging content, such as blog posts, whitepapers, and e-books focused on industry trends and insurance tips....

101 Sales, Marketing & Agency Management Ideas

Aug 21 2023 // 1. Network with Your Competition. They will often have no appetite for certain lines of business that you wish to target.2. Hard Market. Today’s insurance market is one of the hardest markets many have ever...

101 Sales, Marketing & Agency Management Ideas

Aug 15 2022 // Be Kind. No matter how educated, talented, or rich you are, how you treat people ultimately tells all. – Jonathan Friedland, Universal Property & Casualty Insurance Company Be happy! Be happy with who you are! Be...

Agency Accounting

Feb 21 2022 // It is a fact that most agency owners did not especially like accounting classes — if they even took accounting classes in college — or they probably would be accountants rather than insurance agency...

Top 3 Recommendations Ignored by Agency Management

Nov 15 2021 // Prior to starting my consulting business, I read a great book that provided many clever rules for consultants to follow. It took many years for me to fully appreciate some of those rules and I am still working on some.One...

101 Sales, Marketing & Agency Management Ideas

Aug 16 2021 // 1. Be Excellent. Create or sponsor an award for excellence for an organization or individual in an industry or community you serve.2. Get Published. Start a magazine for your niche market. 3. Volunteer. The hand that...

Submit Your ‘Best’ Tip for Sales, Marketing & Agency Management

Aug 5 2021 // Want to be a part of Insurance Journal’s 101 Ideas issue? Submit your best tip or advice for agency owners and their staff today to be a part of Insurance Journal’s annual 101 Sales, Marketing & Agency...

Applied Systems to Acquire EZLynx, Comparative Rating, Agency Management Vendor

Jan 14 2021 // Insurance technology firm Applied Systems has agreed to acquire EZLynx, an agency management system vendor and pioneer in real-time comparative rating .Applied said the acquisition is complementary and will expand its...

It’s Clear Insurance Agency Data Is Valuable. Who Owns It May Not Be So Clear.

Aug 24 2020 // Independent agencies, like every other business, are living in a data-driven world. The value of data — including how and when it’s used and for what purpose — continues to evolve. As the value of data to...

101 Sales, Marketing & Agency Management Ideas

Aug 24 2020 // 1. Offset Negativity. What can you show your clients that you are doing to help them during the pandemic? Everyone is tired of hearing how all their business income (BI) claims are denied. What are you doing to offset all...

The Value of Agency Data and Who Owns It

Jul 20 2020 // Independent agencies, like every other business, are living in a data-driven world. The value of data — including how and when it’s used and for what purpose — continues to evolve. As the value of data to...

Selective Insurance Launches Agency Management Collegiate Competition

Feb 3 2020 // Teams of students from seven universities throughout the U.S. today begin a month-long collegiate competition in which they will run virtual insurance agencies in a computer-simulated environment.The competition, called...

Captive Insurance Agents Turning Independent: How to Choose New Software

Jan 15 2020 // There’s a storm brewing for many captive insurance agencies and their agents, and that storm may be lengthy.As an example, Nationwide is one of a number of captive insurance companies actively converting their...

Applied Systems to Acquire Indio to Digitize Commercial Lines Sales

Dec 16 2019 // Leading insurance technology firm Applied Systems has agreed to acquire digital insurance technology startup Indio Technologies.The move will enable Applied Systems to offer Indio’s digitized commercial insurance...

What Captive Agents Transitioning to Independent Agents Should Consider in Agency Management Systems

Dec 16 2019 // There’s a storm brewing for many captive insurance agencies and their agents, and that storm may be lengthy.As an example, Nationwide is one of a number of captive insurance companies that are actively converting...