Technology & Resources

The Premier Network for Independent Agencies

Technology & Resources to help manage the day-to-day and plan for the future

FirstChoice members can leverage our internal and external resources to effectively utilize technology to achieve their business goals. FirstChoice provides member consultation on the selection, utilization, and measurement of the technology and marketing solutions available to independent agents.

Productivity

Agency Management Systems

Applied – Epic
Applied – EZLynx
HawkSoft
Vertafore – AMS360
Vertafore – QQCatalyst

Productivity

Agency Zoom
ePay Policy
Formstack
GloveBox Mobile App
The Loss Run Pros
Semsee
Tarmika
Wunderite

Telephone (VoIP) Partners

Lightspeed Voice
The Kotter Group (Bridge)

Marketing

Marketing Partners

Agency Marketing Machine
Agency Revolution
BrightFire
Client Circle
Forge3

HBW Leads
Lift Local
Jump Suit Group
PT Services Group

Security

IT Services

Archway
Cloud Server Techs
Linchpin

Administration

Financing Partners

AgileCap
InsurBanc
Live Oak Bank
Oak Street Funding
Westfield Bank

Consulting Partners

Agency Performance Partners
Angela Adams
Kathleen Ranahan

Back Office / Virtual Support

Cover Desk
Edge
WAHVE

Staffing / Testing / Education / Licensing Partners

Invest
Omnia Group
Total CSR
WebCE

Financial Partners

Millennium Brokerage Group, LLC
Financial Insurance Group (FIG)

Premium Finance Partners

Imperial PFS

MarshBerry Latest

Webinar: Determining the Right Path for Perpetuation

For firms who are looking to carve their own path — there are more options than just buying or selling your firm. During this session, MarshBerry will lead an exploration of the paths available to firms in today’s marketplace and provide guidance on how you can stay competitive. Register today.

440-354-3230 marshberry@marshberry.com

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Technology & Resources

Technology & Resources to help manage the day-to-day and plan for the future

Productivity

Marketing

Security

Administration

Market Access

Education

About FirstChoice