Tech Stack Playbook for Independent Insurance Agents

Build a Smarter Insurance Agency with the Right Technology

Technology is no longer optional for independent insurance agencies—it’s essential for driving growth, improving efficiency, and delivering exceptional client service. But with a rapidly expanding landscape of tools and platforms, knowing where to start can be overwhelming. Our Teck Stack Playbook offers a clear, practical roadmap for selecting and implementing the right technologies to support your agency’s success. Whether launching a new agency or optimizing your current operations, this guide will help you build a secure, scalable, high-performing tech stack.

What you’ll learn:

• Best practices for selecting, integrating, and securing your technology solutions

• Step-by-step guidance on assembling a tech stack that aligns with your agency’s size, goals, and stage of growth

• Breakdowns of essential technology categories, from agency management systems (AMS) and CRM platforms to cloud storage and automation tools