Tech Strategy & Guidance
Make confident technology decisions. Let us help.
Choosing the right systems and integrations is critical to long-term success. Our team helps you evaluate options, compare platforms, and build a roadmap aligned with your agency’s goals.
AMS Selection Assistance
Selecting an agency management system can seem like an overwhelming task. Whether this is your first management system or you are replacing an existing system this is an important decision for any agency. Requirements may vary from agency to agency due to lines of business, accounting operations, document requirements, digital marketing, integration with current systems, carrier downloads and budget.
IIANC offers you several options to help make this journey not quite so scary! You may go the DIY route via our members-only exclusive AMS Selection Workbook, or you can consult Catalyit for some suggestions on the best vendor. We also offer members an exclusive discount with Vertafore.