The Agency Tools and Automation resource center aggregates the many technology options, from agency management systems to software tools, available to independent insurance agents. The descriptions are pulled from the vendors' websites, and inclusion in the resource center does not imply endorsement by FAIA.

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Learn how to use Steve Anderson's proven 5-step process for making sure you select the very best agency management system for your organization.

(FAIA PREFERRED PARTNER) With more sales taking place over the phone and the Internet, agents need a fast, simple, and secure way to get documents signed by insureds, regardless of time or location. InsureSign makes that possible.

Working with VineIT, with its 24/7 U.S. based help desk, is like having your very own tech expert to meet your support, implementation, and cyber-security needs—including vulnerability testing and development of written information security plans.

Simple, Web-based Agency Management completely integrated with our comparison rating.

Auto insurance rates are always changing. You may be familiar with the rates and underwriting rules for a company one day, but they may change the next. With AccuAuto, you always have the most current rates and underwriting rules in one easy-to-use, web-based service.  ‚Äč

ACORD facilitates fast, accurate data exchange and more efficient workflows through the development of electronic standards, standardized forms, and tools to support their use.

Established in January 1997, ACT is a program within the Independent Insurance Agents and Brokers of America (IIABA).  We provide an open, action-oriented forum to address the critical technology workflow issues facing the Independent Agency system.  ACT is a partnership of independent agents & brokers, companies, technology vendors, user groups and associations, dedicated to driving accelerated consistent IA technology workflow improvements.
ACT helps participants understand the perspectives of the other stakeholders in the process and provides excellent networking opportunities with the participants who are shaping the future for the industry on these issues.  Major focus areas are strategic trends, customer experience, productivity, marketing, and security

Adobe Sign makes it easy to prepare and send documents for signatures. And it’s just as easy for you, your customers, and teammates to sign them — just click, tap, or swipe.

We are "Change Agents" for the insurance agency industry - dedicated to making agencies grow and earn greater profits. If growth and profit are your goals, Agency Consulting Group is the right solution.

Agency Matrix insurance agency management software allows you to effectively manage your business, your staff and your office from anywhere

Grow Your Insurance Business in the Digital Marketplace.
You can do it, and we can help.

A Website is not enough. Today's agent needs a powerful Digital Marketing System. Agency Revolution provides you with digital tools to help compete in the digital space. 

AgencyPro for Windows has all of the tools you need to run a virtually "paperless" insurance agency

AgencyPro™ is a powerhouse system. It has complete general ledger accounting, receivables, payables, direct bill reconciliation, ad hoc reporting, policy, document and ACORD forms management, and comprehensive carrier download.

Helping you connect the dots. Affordable & Effortless Customer Management

The American Insurance Marketing and Sales Society (AIMS) is the only organization dedicated exclusively to marketing and sales education for the insurance industry.

Our talented team of consultants are proficient in every aspect of the insurance industry including: accounting, strategic planning, creating marketing strategies, designing incentive programs, developing procedure manuals, goal setting, custom proposals, software and process implementation, and system utilization reviews and workflow analysis.


Applied Client Network is a professional network of insurance professionals worldwide that are focused on driving system utilization to increase agency/brokerage value for the next generation of insurance.
As the only independent global user community for Applied Systems, Applied Client Network provides users education, industry advocacy, peer-to-peer networking and direct product influence with Applied Systems to help you achieve better business results.

Applied Consulting deeply understands the business of insurance, technology standards and best practices, and applies this experience every day with customers.

Extend your agency management system and more closely manage your sales pipeline. Built 100% natively in the world’s #1 CRM platform Salesforce, Applied CRM is a cloud-based, analytics-driven CRM built for insurance agencies.

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