FirstChoice, a MarshBerry Company

An insurance software partner is more than a vendor. We are committed to helping FCAA members have the right technology to grow your agency.

Network partnership

A solid foundation for independent agencies

The insurance landscape is changing. Independent agencies that want to remain truly independent need the scale, support, and access to broader markets and increased contingency in order to remain competitive. It helps to have a technology partner that understands what you are going through. As an experienced agent, you know that an agency management system is a central foundation for your business and want one that helps you scale and grow your business. We have resources to help you make these decisions and an active community of users that can support as a member of FirstChoice.

We've helped many agencies scale with solutions that address their specific requirements, and we welcome a chance to discuss your needs and share what others have done. Contact your dedicated Vertafore/FirstChoice account team and we'll discuss how our solutions enable you to grow your business.

First Choice Agents Alliance

Webinar

Finding the Hidden Profit in Your Data

Growth is often boiled down to this simple statement: sell more. But, there's more to it.  Learn how to weaponize data in your sales and service departments to drive performance and increase margins! 

AMS360 Card

AMS360: Our flagship agency management system. Do you need seamlessly integrated and comprehensive accounting capabilities? What about flexible and complete reporting? Are you planning to do a lot of complex commercial lines? AMS360 is the best management system solution for rapidly growing agencies. 

Demo

 

 

QQCatalyst: Newly independent agencies need to focus on sales growth and need efficient tools so they can spend time with customers. QQCatalyst gives you flexibility with a customizable dashboard, a quick set up, and an intuitive design. It offers sales pipeline and email marketing capabilities to help you grow. It's also simple and easy to use while still being complete. This solution helps you manage your agency from anywhere with secure, cloud-based technology.

Demo

QQCatalyst card
PL Rating Card

PL Rating: is a real-time, comparative rater that enables agents to close business quicker and grow their personal line business through cross-selling opportunities, multi-carrier quoting, consumer rate quoting, and easily quoting multiple personal lines. 

  • Time-saving: 50% less time spent on quotes 
  • Efficiency: reduce quoting from 10 minutes per carrier to 15 minutes for 10 carriers 
  • Demand generation: agents say almost 50% of their leads come from CRQ 

Demo

AgencyZoom is a smart automation solution built for insurance agencies. It allows agents to build an automated customer journey from prospecting, to renewals, and beyond. The mobile app and pre-built reports offer ease of access to data, while integrations with multiple insurtech solutions allow effortless syncing of information. With AgencyZoom you can also:

  • Close more leads, faster
  • Automate engagement, increase retention
  • Crush your goals
  • Help generate 5-star Google reviews

 

AgencyZoom powered by Vertafore
reference connect card

ReferenceConnect: is the industry’s only insurance knowledgebase that helps agencies grow and diversify their business by aggregating insurance policy coverage and risk profile information into one place - making you an agent of choice and a trusted advisor to your clients. 

  • Time-saving: 60% less time needed to search for documents 
  • Efficiency: 1 less E&O incident per year 
  • Demand generation: 1% increase in new business and renewals 

Demo

Products FirstChoice agencies can use

The foundational insurance management system for complex independent agencies.

The management system built with the independent agent in mind. 

Close more business with the leading real-time personal lines comparative rater.

You sell the policy. We automate the rest!

Gain the expertise you need to diversify your book of business. 

Resources

How the Best Agencies Stand Out

Ebook: This Ebook discusses three areas you can hone in on to prepare for success.  

Setting a Foundation for Success

Three ways to prepare for the future.

A Buyer’s Guide to Insurance Knowledge Base Solutions

Ebook: With the right tools in place you can remain profitable and stand out from the crowd.