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TECHNOLOGY GUIDANCE AND TOOLS

Technology information, solutions, and security are changing at a pace that makes it nearly impossible to keep up.  IIA of IL has sourced solutions to assist insurance agencies with the latest tools and information. 

Catalyit - Agency Tech Guidance
Catalyit provides tools, including a tech assessment, to provide a custom roadmap for success. No matter where you are on the technology spectrum – from early adopter to experienced implementer you’ll find technology guides and reviews, training, community for discussion, and consulting to support your agency.

Agency Management System Selection Summit
Agency technology expert Steve Anderson serves as a virtual matchmaker between independent agencies and the leading agency management system vendors. The virtual Summit consists of twenty 90-minute webinars, each featuring a different system management system platform handpicked by Steve to be involved.

Agents Council for Technology (ACT)
The industry's leading technology experts provide blueprints on disaster planning, cybersecurity, customer experience, and other emerging trends to help your agency.  Look to ACT when you are looking for best practices or if you want to influence the industry's technology direction, join an ACT meeting or virtual workgroup.

Docusign - Industry's #1 eSignature Solution
Send documents to clients instantly for electronic signature along with automated reminders. Plus, cut costs for paper, ink, faxing, and shipping. Clients get a faster, more convenient, and easier way to interact with you, no matter where they are. Conduct business securely and efficiently from almost anywhere, on practically any device.
 
Circles Concierge - Your Personal Assistant Service
Circles Concierge is your personal assistant, shopper, consultant, event planner and more, allowing you more time to focus on the things that matter most to you. Circles can help with travel suggestions, home contractors, securing event tickets, flowers, product research and more.