Tech Stack Playbook for Independent Insurance Agents

Build a Smarter, More Profitable Insurance Agency with the Right Technology

Whether you’re starting an agency or already running one, the right technology can help you grow faster, work more efficiently, and serve clients better. But with so many tools out there, like AMS, CRM, and automation platforms, it can be hard to know where to begin.

The Tech Stack Playbook from SIAA gives you a clear, practical roadmap to choose and use the technology that fits your agency’s needs. Created with input from real agency owners, this guide helps you build a flexible, high-performing tech stack without unnecessary complexity or cost.

What’s Inside:

• How to choose the right insurance agency software for your business

• The essential tools every agency should consider: AMS, CRM, Marketing automation, and more

• Step-by-step guidance to match your tech with your agency’s size, goals, and stage of growth

• Tips from other agency owners on tools that boost efficiency, revenue, and retention