The Hidden Cost of “Small” Tasks in Insurance Agencies Insurance automation for agencies addresses the real problem: productivity isn’t lost to one bottleneck, but to many small, repetitive tasks. They lose it through hundreds of small, repetitive tasks happening every day: Individually, each task feels manageable. Collectively, they create operational drag that limits growth. According […]

HawkSoft Two-Way API Integration: How Insurance Agencies Automate Workflows & Scale Faster HawkSoft two-way data integration, combined with a modern insurance automation platform like PathwayPort, enables agencies to turn their AMS into a growth engine. Through secure two-way API connectivity, policy, account, and client data sync in real time—powering insurance marketing automation, renewal workflows, and […]

Insurance Retention First, Then Expansion: Policy Cross‑Selling That Drives 15% Growth Insurance brokers can increase revenue by up to 15% within the first year by combining strong insurance retention strategies with automated policy cross selling. The most effective approach is not sending more emails, but triggering timely, personalized communication based on policy data, lifecycle events, […]

Insurance brokers are leveraging insurance marketing automation to slash administrative workloads by 70% to 80%, while supercharging client retention through streamlined repetitive tasks, personalized communication, and automated renewals. By integrating these tools with Agency Management Systems (AMS), insurance brokers reclaim time from manual data entry and document processing, focusing instead on high-value client relationships that drive insurance brokerage efficiency. Why Insurance […]

How Acturis Is Powered by the Modern Insurance Technology Ecosystem For modern insurance brokerages, the broker management system (BMS) sits at the center of daily operations. It manages policies, documents, client records, and renewal activity, forming the operational backbone of the brokerage. Among these systems, Acturis has become one of the most widely used platforms […]

Preparing for Ontario’s July 1 Auto Insurance Reform: A Broker Playbook Ontario’s auto insurance reform takes effect July 1, 2026, introducing a modular accident benefits system overseen by the Financial Services Regulatory Authority of Ontario (FSRA). Most coverage focuses on drivers. But the operational impact will be felt most by Ontario insurance brokers. This reform […]