How we review

Agency Tech Guide is an unranked directory of software for independent P&C agencies. Listings are free and appear alphabetically within each category. Reviews explain who a tool fits, what it does and where it falls short, so you can evaluate it for your agency.

How we judge tools

Each category has its own buying criteria, listed on the category page. They’re the questions agencies tell us decide whether a tool sticks: which carriers and states it reaches, which lines and classes it handles, how it connects to your AMS, what happens when a risk falls out, and what it costs at your volume. Where agencies weigh something specific, such as MFA handling for AI quoting agents or the markets a rater can’t reach, the criteria say so.

Our evaluations focus on evidence a buyer can check:

Carrier lists, lines and states the vendor publishes, with dates
Integrations the vendor documents, and in which direction data flows
Published pricing and contract terms, or the fact that there aren’t any
Themes from G2 and Capterra reviews, summarized in our own words and linked

Every review lists its sources and the date we last verified it. If we can’t confirm a fact, we leave it out. When a review says “the vendor says”, it means exactly that: we haven’t independently tested the claim.

Directory cards include a short editorial summary drawn from the full review. This describes the tool without assigning it a score or position.

The experience behind it

We build software that works inside carrier portals, and we talk to agencies every week about their stack: what they use, what they’ve dropped and why. That shapes what we look for. It’s why our criteria ask about logins, re-keying and turnaround, not just feature lists.

Where it helps, reviews include a short What agencies tell us section. Those are things agency owners and staff have told us in our own conversations. We keep them anonymous, paraphrase them, and never share anything said in confidence.

We haven’t tested every product hands-on. Reviews use documented evidence plus what agencies tell us. When we add hands-on notes, we’ll say so on the review.

Keeping profiles current

Each review shows when its facts were last verified. We update profiles when supporting evidence changes and welcome sourced corrections from vendors and agencies. An update does not change the alphabetical order of the directory.

What vendors can and can’t do

Listing is free. Vendors can request ownership of their profile and submit corrections and screenshots for review. Claiming does not change our editorial evaluation or directory order. If we offer sponsored placements, they’ll be clearly labeled and separate from the alphabetical directory.

Our own product

Agency Tech Guide is built by Get Talky, the team behind Relay, an AI agent for independent agencies. Relay appears alphabetically alongside other tools. Its profile explains our ownership, what it does and where it falls short.

The same rule applies to any other product we build. Ownership does not earn a preferred position.

Trending highlights tools mentioned in our published news from the last 120 days, plus products launched within the last year. Recent news mentions determine the order, with launch recency contributing to eligibility. It is an editorial activity signal, not a product ranking or a measure of customer demand. Our own products use the same rules and are never pinned into the list.