List of ITC Agency Management Customers
Carrollton, 75007, TX,
United States
Since 2010, our global team of researchers has been studying ITC Agency Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased ITC Agency Management for Agency Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using ITC Agency Management for Agency Management include: The Gordon Agency, a United States based Insurance organisation with 40 employees and revenues of $4.0 million, Solo Insurance United States, a United States based Insurance organisation with 10 employees and revenues of $2.0 million, Powell Insurance United States, a United States based Insurance organisation with 10 employees and revenues of $2.0 million, All About Insurance, a United States based Insurance organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using ITC Agency Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The ITC Agency Management customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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All About Insurance | Insurance | 10 | $1M | United States | Insurance Technologies Corporation | ITC Agency Management | Agency Management | 2015 | n/a |
In 2015, All About Insurance implemented ITC Agency Management from Insurance Technologies Corporation to consolidate core agency operations. The implementation targeted Agency Management functions for the firm, explicitly supporting accounting, sales automation, and customer service processes in the United States.
The deployment used ITC Agency Management capabilities aligned to accounting ledgers, sales automation workflows, and client service case management as part of the agency management footprint. Module usage is inferred from ITC Agency Matrix testimonials rather than an explicit standalone case study, so specific module configuration details are reported as inferred from vendor and customer references.
Operational scope covered the 10 employee agency across finance, sales, and customer service, centralizing data to improve reporting and operational efficiency. Governance work focused on standardizing workflows and consolidating reporting structures to align accounting and client service processes under the ITC Agency Management application.
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Powell Insurance United States | Insurance | 10 | $2M | United States | Insurance Technologies Corporation | ITC Agency Management | Agency Management | 2016 | n/a |
In 2016, Powell Insurance United States implemented ITC Agency Management, using ITC’s Agency Matrix to organize office workflows and customer follow ups across its US operations. The deployment focused on structuring task management and follow up scheduling to support core agency functions, aligning the solution to the Agency Management category for a small insurance office environment.
Module usage is inferred from vendor Agency Matrix testimonials and is understood to include cloud and mobile agency management capabilities and reporting to support follow up tracking and task lists. ITC Agency Management was configured to centralize customer follow up queues, establish task ownership and workflow rules, and generate agency level reports for office staff, improving task management and daily operations as described.
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Solo Insurance United States | Insurance | 10 | $2M | United States | Insurance Technologies Corporation | ITC Agency Management | Agency Management | 2010 | n/a |
In 2010, Solo Insurance United States began using ITC Agency Management, deploying ITC’s Agency Matrix agency-management system to run mobile and cloud policy and client management. Solo Insurance United States uses ITC Agency Management in the Agency Management category to support policy administration, client relationship management, and reporting functions within a small agency operating in the United States.
The implementation centers on Agency Matrix modules for agency management, CRM, and reporting, with configuration focused on consolidated client and policy records and mobile-enabled access for advisors. Configuration work emphasized standard reporting templates and role-based access to streamline routine policy servicing and client communications for a ten-person staff.
Deployment is cloud and mobile oriented, providing staff access to policy, client, and document records across the United States and supporting front-office servicing and back-office reporting workflows. Operational coverage is concentrated on core insurance functions, including policy lifecycle management, client outreach, and backend reporting used by small agency operations.
Governance changes included standardizing data entry and reporting cadence to enable consistent backend reporting, and the shifted workflows contributed to improved staff productivity as reported in the vendor testimonial. The use of ITC’s Agency Matrix within ITC Agency Management demonstrates a compact, category-aligned implementation of Agency Management capabilities for a small independent insurance agency.
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The Gordon Agency | Insurance | 40 | $4M | United States | Insurance Technologies Corporation | ITC Agency Management | Agency Management | 2014 | n/a |
In 2014, The Gordon Agency implemented ITC Agency Management to centralize policy administration and client records for its property and casualty business. The Gordon Agency implemented ITC Agency Management as an Agency Management platform to support core insurance workflows across sales, underwriting liaison, policy servicing and premium processing.
ITC Agency Management was configured to manage client and account data, policy lifecycles, endorsements and premium payment processing, and to embed comparative rating checks into quoting workflows. Configuration emphasized standard ACORD form generation and document capture alongside policy administration and billing capabilities typical of Agency Management systems.
The deployment integrated directly with carrier portals for quoting and premium transactions, supported ACORD form workflows, and interoperated with comparative rating tools explicitly referenced by the agency including Agency Matrix, EZLynx and Quote Rush. Operational coverage focused on the agency’s Florida footprint, supporting account management for existing clients and prospecting activities for new business across personal auto, property and commercial lines, within a 40 person organizational model.
Governance centered on standardizing ACORD processes, aligning underwriter relationship workflows and embedding comparative rating and endorsement procedures into day to day producer and service workflows. Rollout prioritized operationalizing cross marketing of multi line products, underwriting collaboration, and consistent premium processing procedures to support referrals and client retention efforts.
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