Building the Future of Independent Insurance

This newsletter edition discusses the challenges and opportunities facing the independent property and casualty insurance industry as it approaches 2026. It highlights the transition occurring as seasoned agents retire and new, tech-savvy agents enter the field. The document outlines how Agency Software aims to support these new agents by providing essential tools and resources, including CRM features, training resources, and collaboration capabilities. It also addresses the concerns of agency owners regarding retirement and succession planning, emphasizing the importance of modernizing operations to enhance business value. The newsletter shares insights into Agency Software's 2026 roadmap, which includes new features aimed at improving efficiency and user experience, such as download automation, a mobile app, and a client portal. Additionally, it features a profile of Cindy Moyer, a dedicated support team member, and concludes with a checklist for agents to prepare for a successful start to 2026.