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Agency Journey
Technology and services that provide IT, Legal, Financial, Valuation, and Consulting support.
Explore each Step of the Agency Journey
We are a bunch of idealists, strategists, developers, perfectionists & realists all thrown together. We develop fabulous software & apps. As a leading venture, we are focused on digital transformation services and solutions for clients globally. With a solid market presence of ov
360factors empowers organizations to accelerate profitability, innovation and productivity by predicting risks and streamlining compliance. Predict360, its flagship software solution, is a Risk and Compliance Intelligence Platform augmented with Artificial Intelligence technolog
AbacusNext is an industry-leading vertical SaaS provider for the compliance-focused Professional Services market. We provide purpose-built, cloud-based solutions for small and medium-sized Legal and Accounting firms to support a secure and cloud-enabled practice. Our highly diffe
Complete risk management on one connected system. Aclaimant empowers risk managers with streamlined processes, simplified data capture and storage, auto-filled forms, and other smart tools to help you mitigate risk, company-wide. If you’re looking for an innovative risk manageme
Agency Brokerage Consultants is an experienced, national mergers and acquisitions firm serving individuals and companies seeking to acquire or sell insurance agencies or brokerages. We are a professional transaction advisor, marketing organization and intermediary between agency
Agency Consulting Group, Inc. is a consulting practice, established in 1980 and dedicated to the needs of independent agents throughout the U.S. It is headed by Al Diamond, a 32+ year veteran of the insurance industry with agency, stock company and direct writing experience. With
Agencies are over-sold on silver bullet solutions without someone to call their bluff. Inusrtechs supporting agencies are overlooked for a few unicorns that intend to eliminate humans altogether. Agency Insurtech has more than a decade of firsthand experiences and relationships
The team at Agents Alliance is comprised of a group of experts who help agents transition seamlessly to the independent insurance side with its turn-key services and custom onboarding process.
altumAI is redefining workers’ comp with software and apps that improve the underwriting and loss ratios through technology that predicts and avoids risk at the individual worker level and across the entire enterprise.
An Impartial Advisor. Amicus Advisors, Inc. is a Texas-based, Service Disabled, Veteran Owned Small Business. With over twenty years in the data center, cloud, cyber and managed services fields, Chuck brings a level of experience to Amicus clients that is unparalleled in the in
Our clients have driven our evolution towards becoming a full-service insurance consulting firm. As agency challenges evolve, so do our services. Our exclusive team of consultants, accountants, and insurance specialists has a passion for thinking outside the box and a relentless
Founded in 1983, B. H. Burke & Co., Inc. (BHBCo), based in Cheshire, Connecticut, provides business-valuation and consulting assistance to independent insurance agencies and brokerages on matters of agency finance, operations, and management. Brian H. Burke is the founder and c
luefin was founded on the core belief that a brand’s value is ultimately tied to its ability to deliver a secure, yet frictionless, customer experience. And while many security companies have focused on preventing access, we nurture the modern economy by tokenizing and encrypting
Helping organizations make the changes needed to seize competitive advantage—and to win—has always been BCG’s raison d'être. Since 1963, we have been helping leaders and their organizations build lasting advantage. The independent spirit handed down from Bruce Henderson, BCG's fo
We got our start trying to solve the same problems as you - time tracking, billing, project management, and accounting. We're obsessed with process improvement. We want to be your Business Operating System™ so you can focus on what you're passionate about. A lot has changed since
With over 25 years of providing consulting services for the property & casualty insurance industry, Burand & Associates, LLC is recognized as a leading industry consultant. We strongly believe we can make a positive impact on the insurance industry through our consulting services
Accelerate productivity with automated workflows you customize and control. Give real-time feedback, request approvals, co-edit—even get legally binding e-signatures seamlessly—on any device. Plus, with real-time tracking, you always know exactly where things stand
We are among America’s largest and most admired insurance brokerage, employee benefits and risk management consulting firms. Our roots trace back to 1959, we have offices all along the East Coast, and we serve clients worldwide. We’re also an industry leader in providing high-ris
ConvergePoint is the leading compliance software provider on the SharePoint platform. The company began as a custom consulting services provider for business processes on SharePoint, and shortly after recognized that our clients’ largest needs were in the development of automated
At Coupa, we are transforming the way that businesses manage their spend. In partnership with the Business Spend Management (BSM) Community, we are co-creating new and unique capabilities that empower our customers, partners, and suppliers with increased visibility, actionable in
We work across industries, combining our experience as consultants, entrepreneurs and practitioners to deliver lasting change to our clients.
At Equidam we love true entrepreneurship. The creativity, dedication and hardship that come with building a successful company really make us tick. We believe every entrepreneur deserves a fair opportunity to succeed. The ones who advance the world or do well for our planet even
We have developed a world class, web-based solution that allows an employer or broker to input the information into the system and create documents for download in a matter of minutes. This solution, Wrap–Tight®, compliments our consultative solutions and is targeted toward small
Develop your step-by-step plan to exit your small business. ExitGuide is a tool that empowers you to drive the right exit strategy for your business; now or in the future.
The Financial Analysis Tool (FAT) is developed within the Microsoft Excel platform and environment and is fully compatible with 2007, 2010, 2013, 2016, and 365. Developed in 2007 by professionals, for professionals, and dynamically enhanced on ongoing bases from user feedback, th
Built by brokers, Ferro provides the data endpoint that the commercial P&C industry needs. Focusing on the client, we've simplified the client-broker-insurer interaction. Whether you're a broker or insurer, Ferro provides the data you need where you need it and when you need it.
Fusion is rated as the 2nd best KPO company in the world in investment research Fusion received Rajasthan Export Excellence Award – 2012-2013
Insurers around the globe are coping with the challenges of escalating competition, strict regulations, decreasing profit margins, and increasing customer demands. Insurance Support World helps insures streamline and simplify their operations. Since its inception in 2009, Insuran
Mr. Swierkiewicz has over 50 years of experience in property and casualty insurance and reinsurance underwriting, claims management, company startup, marketing and product research. He is a former Chief Underwriting Officer of a reinsurer and its subsidiary, an excess and surplus
Jacobson's marketplace longevity creates an extensive industry network, a unique insider perspective and a reputation for excellence. Regardless of the need or situation, Jacobson is the insurance talent solution and is dedicated to serving clients' needs through a variety of c
YOUR TRUSTED TECHNOLOGY PARTNER FOR MORE THAN 28 YEARS .st0{fill:#FFFFFF;} CONTACT US
Law Ruler is a functional and propelling enterprise software that transforms traditional, complex workflows into simplified, growth-oriented cloud solutions for Litigation & Plaintiff firms. We meticulously combine technology and expertise to position your firm for growth. We bel
We don’t consider ourselves just another software vendor. We partner with you to learn your pain points and then provide the tools to solve them. We have successfully implemented fully integrated solutions for nearly a thousand installations, for tens of thousands of users, throu
In 1981, MarshBerry was founded on serving the unique needs of each client with customized, results- oriented valuation and M&A solutions. We believed that our unmatched capabilities in intellectual capital and data analytics would help our clients amplify their value creation. I
We are the leading provider of Insurance Agency Errors & Omissions loss control programs. And, as the endorsed E&O Audit provider for several state agency associations and E&O carriers, TMG has developed a standard audit process and reporting format preferred by many E&O underwr
You appear to have JavaScript disabled in your browser, which will impact your experience on our site. Please check the settings/preferences in your browser to turn JavaScript back on. Founded in 2010, our mission is to enable law firms to succeed by providing powerful legal prac
At Mystic Capital Advisors Group, our guiding principles are trust, transparency, and integrity, which guide the way we conduct business and serve our clients. At the core of every decision we make is our ethical duty to act in the best interest of our client. Every client engage
Network Solutions Provider is a Technology service and solutions company, a leader in business and technology Optimization. We empower businesses, governments, and communities to solve their toughest challenges. Network Solutions Provider empowers the leading innovative transform
Champions for Independent Agents. Ohio Insurance Agents (OIA) is the premier trade association for independent agents in the state. We help our members protect consumers and employers by offering access to the best resources, tools and professional development programs available.
We grow and achieve new heights together with you, sharing our strongest skills and knowledge to deliver solutions that bring real value. 13+ Years of experience 40 Pros in the team 70+ Projects delivered 5 Stars ranked by Clutch and Goodfirms
PracticePanther helps lawyers get more done in less time. Our technology streamlines your workflows, supercharges your profits, and helps you increase client satisfaction. We make it easier and faster to practice law. Our mission is to make the lives of lawyers and paralegals ea
Our customers call it Google for insurance. We’re proud of what we’ve done at ProNavigator so far but even more excited about what we can do in the next few years. We’ve only scratched the surface of what’s possible and there’s still lots of room for innovation. It’s all about
ProTempus in on promise software that operates on your local network, not the cloud, secure behind your firewall. Your data belongs to you. Keep it safe on your own computers. Our unique technology allows you and your staff access to the shared database without sharing it with th
Q5 was born in 2009 as companies around the world faced the fallout of the worst financial crisis in generations. We believed we could offer something different to help global businesses respond more effectively to the challenges confronting them, with benefits that lasted beyond
Since its founding, Reagan Consulting has been committed to providing clients with exemplary strategic, valuation and M&A counsel. Launched in 1995, our team of financial and insurance professionals gained immediate recognition as the creators and authors of the annual Best Pract
Red Planet Software is the leading provider of complete payment solutions specializing in Buy Now Pay Later Software, Insurance Premium Finance Software and Professional Fee Finance Systems. We are universally trusted to provide customized and cost-effective end-to-end software
Policies. Processes. Procedures. We fine tune operations. Winning without cold calling. Happy to share our secrets. Business ownership and leadership are hard. We are your Sherpas. Our company was in need of marketing support from product launches to setting yearly initiatives.
Our PCRM insurance compliance software is a highly configurable system that reduces risk while increasing regulatory accuracy for the carrier. Our PCRM insurance compliance management software empowers brokers, agencies and individual producers by simplifying and accelerating pro
Found Rocket Matter. Have you ever wanted to learn about the starts of Rocket Matter, the first online legal practice management software? At Rocket Matter, we have a simple mission: to make the lives of busy, mobile attorneys a whole lot better. The idea for an online legal bill
We believe there is no such thing as a “one size fits all” implementation approach. We go the extra mile to ensure that our plan adheres to your business needs and aligns with your desired outcome. We believe a diverse knowledge base provides a means to pair our partners with usa
Our CEO and Founder, Alicia Pounds, started TRUST Consulting Group in 2003 as a small family business in Austin, Texas. We started with a small number of clients providing customized WOTC (Work Opportunity Tax Credit) solutions for their business. Today, we are one of the nation’
Don Gulling is the Founder and CEO of Verteks Consulting. Don is an experienced IT professional, project manager and system architect with over 21 years of experience in the IT field. Don began his IT career in 1987, working as an application programmer for a company providing ad
A global provider of cloud-native benefit & investment administration software
From day one, our clients experience the X by 2 kind-of-different. We listen, we advise, we empower our clients through knowledge-sharing. Then we take their objectives and we deliver. Our team has specialized in healthcare and insurance for over twenty years. We’ve seen the indu
