Streamline your agency operations
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Run your agency. We’ll handle the rest.
Managing an insurance agency today takes more than grit. It takes systems that actually work – behind the scenes and across your team.
That’s where Linchpin comes in.
We’re not just another managed services provider. We’re your all-in-one operations, people, and tech partner — trusted by insurance agencies across the country to streamline processes, optimize platforms, and take work off your plate.
Game-changing solutions that improve agency operations across the board.
As your strategic partner, Linchpin helps your team operate smarter behind the scenes. We specialize in optimizing your agency operations so you can focus on what matters most: growth, retention, and client service.
Whether you need help cleaning up your general ledger, an agency management system upgrade, Help Desk support for your team, or guidance in finding and training a virtual associate – we’ve got your back. Our full-service, flexible model allows you to get the right level of support, right when you need it.
We act as an extension of your team – offering secure, scalable, and practical solutions that align with your business goals today while helping you build a successful agency for tomorrow.
Solutions that empower Agencies to operate smarter
We partner with vendors you already use – Applied Systems and Vertafore products such as Epic, AMS360, EZLynx, and more. With over a decade of insurtech experience, we know how to avoid common pitfalls and help your systems talk to each other. No matter the challenge, we’ve got a specialist ready to help.
Your vendor not listed? We’re constantly expanding our tech stack. Reach out – we may already have a solution.
Can Linchpin help with that? YES!
Have a question about what Linchpin can handle? Chances are, the answer is YES.
From systems and staffing to automation and accounting, we specialize in solving the tough, time-consuming problems that slow agencies down. Explore some of the most common questions we hear – and how we deliver solutions with confidence.
YES! We manage everything from data mapping to workflow redesign and staff training – so you don’t have to go it alone.
YES! Whether you’re onboarding new users or outsourcing to Virtual Associates, our team provides hands-on, task-level training backed by clear procedures.
YES! We specialize in custom integrations that eliminate silos, automate tasks, and improve data accuracy across platforms.
YES! From tangled ledgers to outdated client records, our experts love a challenge and deliver clean, accurate results you can trust.
YES! We offer full accounting services including 1099/W-2 payroll, producer statements, and even tax prep coordination.
YES! From Microsoft 365 to malware protection and workstation troubleshooting, our end-to-end IT support keeps your agency running smoothly.
A Smarter Way to Grow Together
At Linchpin, we believe insurance agencies grow faster with the right partnerships behind them. That’s why we’ve teamed up with FirstChoice, a MarshBerry company — one of the fastest-growing agency networks in the U.S.
As your dedicated, strategic back-office partner, Linchpin delivers:
- Agency Management System optimization and training
- Accounting clean-up and financial visibility
- Help Desk and full IT support
- Virtual Associate training and task automation
- Workflow audits and system recommendations
Our team becomes an extension of yours — helping you operate smarter behind the scenes so you can focus on revenue, retention, and results.
We’re already helping FirstChoice members across the country. Ready to see how we can support your team?
Applied Preferred Consultant Partner
Linchpin has been recognized as a Preferred Consultant Partner by Applied Systems! This honor reflects our dedication to top-tier technology solutions for insurance brokerages.