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Technology success tips for insurance agents

August 23, 2022

Before you make any technology investments, it’s important to first consider your agency’s unique goals to make sure your systems will work for you today and in the future. Then practice these “people, process and technology” tips as you introduce new technologies to your agency.


  • Drive adoption by emphasizing positive results from the technology and use your position as your agency’s technology leader to consistently reinforce its value.
  • Establish teams that own the setup, rollout and ongoing use of each new investment.
  • Giving staff members ownership of the new technology increases the likelihood that they’ll adopt new practices.
  • Provide ongoing communication and training for all users at every step of the way.
  • Regularly participate in user support forums or training.
  • Check with your AMS vendor for information about online user groups, which can be great resources for finding ways to extend your AMS capabilities.


  • Make a flowchart of your current agency processes. Then create “what if?” flowcharts to help identify points in your process where automation could help you be more efficient. For instance, if renewals are logjams, think about ways that technology could improve them.
  • Build and publish calendar milestones for when new technology will be introduced to your team and for when teams will begin training and adopting it. Add quarterly checkpoints for encouraging feedback and recommendations.
  • Create collaboration opportunities for your agency’s team leaders, producers, account managers and service representatives, who together can identify how and when the technology is used across your organization.
  • Develop curriculum to introduce new and current employees to your agency’s systems.
  • Plan how you’ll deactivate login credentials for outgoing staff.


  • Make it a goal to connect your current technology to third party data sources that enrich prospect and client records.
  • Set up automated triggers to perform repetitive tasks. Set up triggers, too, to remind and encourage agency staff members to reach out to clients to cross-sell, upsell, strengthen relationships and demonstrate expertise.
  • If you haven’t already, put all your systems online (“in the cloud”) and be sure to use multifactor authentication to keep your information secure.


Clearly, adopting and maximizing technology is key to building for the future. Learn more about systems and practices that can help you succeed in today’s changing environment.

Your guide to agency technology

Learn about agency tools that can help meet client expectations, increase your team’s efficiency and help your agency grow.

Chapter 2: Learn more about technology basics

Once you have an understanding of the basic foundational technology, read what comes next for your technology journey. By integrating your systems, you’ll have opportunities to streamline sales and service clients.

Chapter 3: Take it to the next level


  • The information included in this article was obtained from sources believed to be reliable, including subject matter experts, to help users address their own risk management and insurance needs. It does not and is not intended to provide legal advice. Nationwide, its affiliates and employees do not guarantee improved results based upon the information contained herein and assume no liability in connection with the information or the provided suggestions. The recommendations provided are general in nature; unique circumstances may not warrant or require implementation of some or all of the suggestions. Nationwide, Nationwide is on your side, and the Nationwide N and Eagle are service marks of Nationwide Mutual Insurance Company. ©2022 Nationwide.