Becoming independent is a big move and we recognize that choosing technology is only part of it. It helps to have a technology partner that understands what you are going through. As an experienced agent, you'll know that an agency management system is a foundation for your business and want one that helps you get established and grow your business. We have resources to help you make these decisions and an active community of users that can support your SIAA agency. We've helped many agencies make the transition and welcome a chance to discuss your needs and share what others have done. Contact your dedicated Vertafore SIAA account team and we'll discuss how our solutions enable you to grow your business.
Network partnership
A foundation for your new business
What capabilities does my agency need?
As an independent agency, you have a lot of technology needs. We have created a checklist to help you think through the issues, and provided the top solutions used by SIAA members in the sections below.
QQCatalyst is an agency management system that provides operational, marketing, and sales pipeline management tools. It enables agencies to strengthen customer relationships and ensure effective business management, so they can focus on their customers.
The SIAA QQCatalyst Professional Package includes:
- Agency intelligence: Generate new leads with easy email marketing
- Salesroom: Grow your sales pipeline
- Employee productivity: Monitor productivity to increase efficiency
- Client & policy management: Provide exceptional customer service & manage policies
- Customizable dashboards: Gain critical insights in one glance
- Guided workflows: ensure every team member is on the same page
- Texting: Conveniently connect with customers
- Email integration: Effortlessly send, receive, and store emails
- Digital file management: Easily manage business-critical documents
- Web-based platform: Get work done anytime, anywhere
PL Rating is a real-time, comparative rater that enables agents to close business quicker and grow their personal line business through cross-selling opportunities, multi-carrier quoting, consumer rate quoting, and easily quoting multiple personal lines.
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Time-saving: 50% less time spent on quotes
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Efficiency: reduce quoting from 10 minutes per carrier to 15 minutes for 10 carriers
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Demand generation: agents say almost 50% of their leads come from CRQ
ReferenceConnect is the industry’s only insurance knowledgebase that helps agencies grow and diversify their business by aggregating insurance policy coverage and risk profile information into one place - making you an agent of choice and a trusted advisor to your clients.
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Time-saving: 60% less time needed to search for documents
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Efficiency: 1 less E&O incident per year
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Demand generation: 1% increase in new business and renewals
AMS360 is our flagship agency management system. Do you need seamlessly integrated and comprehensive accounting capabilities? What about flexible and complete reporting? Are you planning to do a lot of complex commercial lines? AMS360 is the best management system solution for rapidly growing agencies.
Resources for SIAA agencies
Tools to help independent SIAA agencies grow their business
The Newly Independent Agency’s Guide to Management Systems
Technology checklist when switching from captive to independent agency