In this podcast-style conversation, Dyad’s Keith Lewis and Jose Rivera explore a question many insurance agencies are beginning to ask: Is your Agency Management System (AMS) helping your agency grow, or is it holding you back? Drawing on decades of experience in agency operations and agency technology, they discuss the operational challenges agencies face with legacy systems, including workflow inefficiencies, rising servicing costs, employee frustration, and limited automation.

The discussion also covers client portals, AI vs. automation, technology adoption, and the hidden costs of staying with outdated systems. Learn how agency leaders can recognize when technology is supporting growth, and when it may be working against them.

If your agency is being held back by technology, we encourage you to reach out to Dyad for an open conversation. Or click here to learn more about Nexsure, Dyad’s AMS.