Overview
Most independent agencies aren’t underinvesting in technology — they’re under-integrating it. As quotes and service demands increase, small inefficiencies compound into distribution drag that quietly limits your ability to scale.
In this report, you’ll discover:
- Where lean and large agencies break down (duplicate data entry, fragmented quoting, etc.) and what high-performing agencies do differently to eliminate that friction.
- The core systems that actually drive growth, including what to look for in your AMS, CRM, comparative rater, client portal, and analytics stack.
- A practical framework for evaluating your own tech stack, with the specific questions agencies should be asking to identify where work is slowing down.
Connected workflows outperform disconnected tools every time. Download the “2026 Agency Technology and Growth Outlook Report” to see where distribution drag may be costing your agency and how to build the foundation for distribution velocity.