Keep your agency ahead of the curve.
Our team has a combined experience of over 100 years in the insurance industry. We are driven by the one thing we all know is true - everything changes. It's our jobs as agents to pre-empt that change and move with it responsibly AND urgently.
Industry Leaders in Tech and A.I.
Our knowledge base is unparalleled when it comes to helping you know what tech stack solutions are the perfect fit for your industry.
We’ve researched countless tools and companies to make sure we’re always on top of developing trends and cutting-edge services in A.I.
And when we’ve wanted more from our tech than anyone out there has to offer, we’re not afraid to build it ourselves.
100+
Years of collective experience
Leading extraordinary P&C insurance agencies.
40,000+
Customers Managed
Over 100 million in premium managed.
32
Agent Careers Launched
Successful agencies born out of Ted Todd's Legacy.
Technology & Systems
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![Colorful logo with a stylized orange and red geometric shape resembling a bird, with green, purple, and yellow accents, and the word 'GAY' in black letters.]()
Gaya AI
Quote Data Automation
Why it’s vetted: Significant time savings for high-volume quoting environments.
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![Logo with a stylized leaf icon and the text 'Sonant' beneath it, in dark green.]()
Sonant.ai
AI Receptionist for Insurance
Why it’s vetted: Improves response times and reduces repetitive call interruptions. -
![Black background with white text that says, "CustomerIQ" and a colorful logo with a red circle, green square, yellow circle, and blue triangle.]()
CustomerIQ
AI Conversation Management Platform
Why it’s vetted: Transforms communications into structured CRM data, delivering insight into trends, opportunities, and deal performance. -
![Black background with the word 'pilot' in purple text centered.]()
Pilot
Bookkeeping and CFO services for growing businesses.
Why it’s vetted: Strong financial hygiene partner for agencies scaling revenue.
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![A sci-fi style logo with a blue microphone icon and the word 'Indem' in blue 3D text with a shadow effect]()
Indemn AI
Generative AI platform designed for insurers and brokers.
Why it’s vetted: Represents emerging automation capabilities in underwriting and broker workflows.
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![Logo of Liberate, composed of a blue icon resembling a person, with the word 'liberate' in lowercase blue letters.]()
Liberate Voice AI
AI-powered voice automation
Why it’s vetted: Operates 24/7 within agency and carrier call centers, integrating with core systems to resolve sales, service, and claims inquiries.
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![3D metallic logo with a stylized letter 'A' and the words 'ArcBuild.AI' beneath it.]()
InsurArc (ArcBuild)
AI voice agent and workflow automation platform
Why it’s vetted: AI assistants handle inquiries, COIs, lead qualification, and document workflows across 24/7 multi-channel support.
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![Black poster with colorful Korean characters and the word 'kay' in lowercase.]()
Kay.ai
AI workforce automation for insurance operations.
Why it’s vetted: Eliminate repetitive work in submissions, renewals, and servicing, saving 100s of hours for your Agency and Brokerage
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![Black background with a stylized white mountain peak symbol and the word 'Feather' in white text.]()
Feather
Relationship Intelligence (RQ) Platform
Why it’s vetted: Promising for agencies focused on data-driven relationship optimization.
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![Black background with white text that says "EVEN TUXED" in a stylized font.]()
Eventual (Premium Lock)
Forward-thinking approach to property risk economics.
Why it’s vetted: It introduces structured, multi-year premium stability to help mitigate pricing volatility and improve long-term financial planning.
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![The logo for PolicyNest featuring a multi-colored bird graphic and the tagline "Safe, Simple, Accessible."]()
PolicyNest
Client Portal for Independent Agents
Why it’s vetted: Enhances digital client experience and reduces servicing friction.
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![A diagram showing the logo of the agency with the word 'Agency' in blue 3D text, connected to a flowchart with boxes and arrows depicting a process or organizational structure.]()
Agenzee
License Tracking & Compliance Software
Why it’s vetted: Automates insurance license management and appointment tracking.
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![A black skateboard deck with a white minimalist mountain landscape illustration.]()
GloveBox
Client Servicing Platform
Why it’s vetted: Designed to reduce servicing costs by automating common policyholder requests and providing self-service options.
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![A 3D illustration of a blue bolt or screw with a hexagonal head, viewed from an angle.]()
Turris
The Operating System for the Insurance Back Office
Why it’s vetted: It reduces operational drag, improves compliance accuracy, and shifts focus from manual office work to revenue-generating activity.
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![Ventrore logo with stylized 'V' symbol and the words 'Ventrore' next to it.]()
Vertafore
Consumer Rate Quotes (PL Rating)
Why it’s vetted: It supports modern consumer behavior while feeding structured lead data back into our sales workflow.
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![Hawkwsoft logo with a stylized swooping hawk in a circle and the text 'HAWKSOFT' in blue.]()
Hawksoft
API & Solution Partner Ecosystem
Why it’s vetted: Strong integrations prevent data silos and enable us to build scalable systems rather than disconnected software stacks.
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![AgencyZoom logo with the text 'powered by Vertafore' underneath.]()
AgencyZoom
Sales Suite for the Modern Insurance Agent
Why it’s vetted: It improves accountability, increases close rates, and strengthens retention by making performance visible and trackable.
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![Colorful graffiti-style logo with a stylized chat bubble and a smiling face inside.]()
Mav
AI-Powered Lead Engagement Assistant
Why it’s vetted: It ensures immediate response time, increases contact rates, and prevents leads from going cold during peak sales periods.
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![Logo for The Intelligent Agent, training advisors for software and AI tools.]()
The Intelligent Agent
Insurance-Specific AI Knowledge & Workflow Platform
Why it’s vetted: It improves efficiency, standardizes decision-making, and protects secure access to institutional knowledge.
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![Pathway logo with a chat icon and the word 'pathway' in blue text.]()
PathwayPort
Marketing Automation for Insurance Growth
Why it’s vetted: Offers Insurance marketing automation for insurance agencies to streamline operations.
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![The word 'shape' in black letters with a red arrow pointing right through the letter 'p'.]()
Shape Software
AI CRM for Modern Businesses
Why it’s vetted: An all-in-one AI-powered CRM platform that helps businesses capture leads, automate follow-up, and close more deals.
Schedule your Consultation
Schedule your consultation today to leverage our expert insights and drive your business forward. Our dedicated team is ready to provide tailored solutions to meet your organization's unique needs.
