ReSource Pro’s latest research report, From Foundational to Transformational: An Overview of the Agency Technology Landscape, explores how independent insurance agencies are advancing along the digital maturity curve—from essential operational systems to next-generation, AI-driven innovation. Drawing on in-depth market analysis and expert insights, the report maps the evolution of agency technology across three levels: foundational, optimizing, and transformational.
This study provides a comprehensive framework for understanding how agencies can strategically leverage technology to enhance efficiency, improve client service, and build a modern, data-driven organization.
Key topics include:
-
The expanding agency tech stack: How the ecosystem of AMS, CRM, and insurtech platforms has evolved to meet growing operational complexity.
-
The three-level framework for agency technology adoption: From foundational tools like AMS and document management to optimizing solutions in submissions, quoting, and claims—and ultimately to transformational technologies powered by AI and intelligent automation.
-
The role of AI in reshaping core agency workflows: Including intelligent document processing, placement automation, and risk analysis.
-
How traditional incumbents and insurtech challengers are redefining competition: Applied, Vertafore, Zywave, and emerging entrants such as Veruna, Quandri, and Refocus AI.
-
Strategic imperatives for agency leaders: Building scalable, connected tech ecosystems, strengthening data governance, and aligning technology investment with business goals.
This report is essential reading for agency executives, operations leaders, and digital transformation teams seeking to navigate the accelerating pace of innovation in the retail insurance sector—and to position their organizations for the next phase of technological transformation.
