[Checklist] Agency Technology Evaluation Checklist

Is your tech stack helping or hurting your agency? Use this checklist to assess your tools, improve workflows, and support long-term growth.

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Build a Tech Stack That Supports Your Agency’s Growth

Your agency’s technology should simplify operations — not create more challenges. 

Your tech stack should:

  • Work seamlessly without duplicate data entry
  • Provide clear visibility into your data
  • Reduce inefficiencies and manual processes
  • Support daily workflows and compliance
  • Scale as your agency grows

If your systems are causing more friction than efficiency, your agency may be missing key tools in your tech stack.

This checklist is designed to:

  • Help you evaluate your current technology stack
  • Identify operational gaps & inefficiencies
  • Determine whether your systems support your agency’s long-term growth

Download the checklist now:

What is an agency management system (AMS)?

An agency management system, or AMS, is a SaaS (software as a service) technology that insurance agencies use to organize their book of business and more effectively run their operations.

What is the difference between an AMS and a CRM?

While an AMS is usually industry-specific, a CRM is often generic. A CRM also mainly focuses on organizing contacts, whereas an AMS can handle policies, agents, and carriers as well.

What is AgencyBloc?

AgencyBloc is the #1 Recommended Insurance Industry Growth Platform serving the health, benefits, and senior insurance space. Our suite of insurance-specific solutions can help your independent agency, GA, or IMO/FMO remain compliant and accelerate growth.