Agent Tech Should be a Multiplier, not a Cost Center

The Problem 

There are over 9,000 agents using the CoverForce platform. For many of those agents, their tools feel like a distraction rather than a tool. We hear it all the time:

• How do I find time to learn this tool?
• Is this just another login to remember?
• Why use this tool rather than what I already know?

But here’s the shift we’re starting to see from the most effective agencies: Technology isn’t a cost—it’s a multiplier. It’s not about replacing relationships or producers. It’s about enabling both.

When I talk with the strongest, fastest growing agencies, they’re asking different questions to evaluate their tech:

• How much more premium could I write with best in class tech?
• What can I do with an extra 5 hours in the week?
• How can I serve more clients without adding more staff?
• How can I focus on what I’m best at?

Lesson 1: Quoting Is Still Slower Than It Should Be

One of CoverForce’s main products is a Quote and Bind platform that helps agents rate. So, let’s narrow down on what I think of as “Quoting Tech”. There are a few things that I constantly hear are issues….

Logging into multiple carrier portals. Copy/pasting the same risk data into three systems. Chasing down underwriters over email. Re-keying ACORD forms from scratch

Every agent who spends an hour with data entry loses an hour of building their book of business.

Lesson 2: The right tools don’t make marginal improvements - they make you 200% faster

When quoting platforms are built around real workflows—not theoretical ones—they create space for producers to sell.

There are a few core workflows CoverForce has focused on:

• Quote 5 markets in 15 minutes—not one
• Check a dozen carrier appetite guides in seconds
• Save the email chain and get straight to bindable quotes
• Skip data re-entry across different platforms

Imagine being able to quote 5 different markets in the time it took you to do 1, before! Our research at CoverForce have shown individual agents save on average 5+ hours per week per producer on quoting when they have the right training and the right tech. That’s automation that unlocks agency productivity.

Lesson 3: Choosing the right tools is hard

Finding a tool is easy. Finding the right tool is hard. You don’t need “another solution.” You need a system that works in service of how you already sell.

I always advise agents to look for tools that offer:

1. Speed – Does it reduce quote time by at least 50%?
2. Market Alignment - does it align with your lines of business and your preferred markets?
3. Workflow Fit – does it have the right features for your quoting workflow? Does it integrate with your systems (e.g. AMS) natively?
4. Support – Do you have a real partner if something breaks or needs tuning?

Continuing to build your agency?

We’ve spent the last few years listening to agents, underwriters, and networks—and building solutions that remove friction without removing control. That work is ongoing, and we’re always open to real feedback.

If this sounds like a direction you’re heading, we’d love to hear how you’re thinking about the next step forward.