TECHNOLOGY EVOLUTION OF AGENCY MANAGEMENT SYSTEMS As the world ushers in AI technology, the insurance industry is ready to leverage the opportunity to improve results By Lori Widmer It 86 used to be that technology was a bit of an option. In the 1980s, the agency manage-ment system was born as a means by which agencies could get their accounting in order. Even in the 90s, systems were handling accounting and beginning to handle client account management. Fast forward to 2023. Today’s management system is a full-scaled platform from which agents can manage sales, risk management, marketing, data, contracts, clients and more. The entire agency workflow and productivity hinges on a system that can automate tasks and free staff of time so they can focus on growth initiatives. ROUGH NOTES