ActiveAgency is the highest-rated, fastest-growing insurance agency website platform in the industry. Look amazing, get found, sell more, and service better with Clickable Coverage, Hello Producer, Video Proposals, and so much more. Learn more at forge3.com.
Kite Technology Group - Sue Griefer
Kite Tech provides Comprehensive Care Managed IT Services. Kite supports more than 3000 agency users nationally, and utilizing their expertise in agency operations, helps their clients leverage technology to improve performance, security and compliance.
Archway Computer - Brad Rueben
Southern California based with National Reach. Knowledgeable about the needs of an agency.
Phoenix, AZ based. Controller level skills and mindset. Over 20 years in Insurance industry on agency level. Daily accounting tasks to general ledger clean up.
Insurance Accounting Services, Inc - Susie Nicastro
Southern California based. Controller level skills and mindset. Many years in Insurance industry on agency level. Daily accounting tasks to general ledger clean-up & conversions.
Resources for Agencies
Agency Performance Partners - Kelly Donahue-Piro
With a 5 step Performance Process, you can grow these areas of your insurance agency: Culture, Management & Leadership, Team Development, Modern Marketing Plans, Sales Performance, Service Strategy, Agency Infrastructure.
Adjunct Advisors - Meg McKeen
With roots in both underwriting and sales, through Adjunct Advisors, Meg McKeen holds space, at the crossroads of personal and professional development, for individuals and groups of insurance salespeople as they grow their confidence - and sales - through private and small group coaching, in-person and virtual facilitated workshops, and the podcast, Bound & Determined.
AVYST -Kitty Ambers
877-204-0704, Option 2 Kitty@AVYST.com
With AVYST's eForms Wizard, Agents/Producers enter information once and populate all subsequent forms, minimizing redundant entry and reducing the chance of errors. eForms Wizard can work offline and integrates with a variety of other technology solutions. This ultimately affords seamless, secure transfer of data to any insurance trading partner.
Insurance Payments Made Easy
Created by insurance experts for the insurance industry, ePayPolicy provides the simplest solution for insurance agents to collect credit card and ACH payments while being complaint and without reducing you revenue. Speed up receivables, bind policies faster, and provide an experience your clients will love. Integration with AMS360.
ASSEMBLING THE BUILDING BLOCKS TO EFFICIENT WORKFLOWS
Insurance Agency Automation Associates