Judge us by the company we keep.  We work with a number of respected organizations in the insurance industry.


Acord Member 2016Truly the home of innovation for insurance technology, we are proud to work with ACORD in advancing the effective use of customer-facing digital tools in the insurance industry, particularly with the independent agent.  Click here to learn more abut ACORD.

Insurance Agent

The premier mobile app for independent agents and the ACORD 2017 Startup Disruptor, the Insurance Agent smartphone app helps customers stay in touch, manage policies, accident reports, create a home inventory and ask better coverage questions. Our clients receive a discount when they deploy this critical tool. Click here to learn more about Insurance Agent.

Professional Insurance Agents (PIA)

Professional Insurance Agents (PIA)The National Association of Professional Insurance Agents (PIA) represents independent insurance agents in all 50 states, Puerto Rico and the District of Columbia. They operate cutting-edge agencies and treat their customers like neighbors, providing personal support and service.


Max Services Inc.

Max Services Inc is a global IT Services company based in Chicago that offers a wide range of services including live and manned chat.

InStrategy Group

A truly innovative consulting group specializing in agencies and brokers, carriers, wholesalers, managing general agencies (MGA’s), captives and third-party administrators. Click here to learn more about InStrategy Group.

Jason Cass and Grow

growprogramlogoAgency owner and digital champion, Jason is the author of: Customer Service Is Just Foreplay, which highlights and endorses our Social Media Content Roadmap for independent agencies. Jason is also the leader of the Grow Program which transforms agencies into social and digital businesses to capture prospects and nurture them into customers.

Learn more about Grow Program.
Click here for Customer Service is Just Foreplay

Live Persons, Inc.

LivePerson has been innovating digital connections between brands and consumers for more than 20 years, starting with the invention of live chat on websites