Streamline your agency operations
Linchpin's proactive approach, specialized expertise, and continuous support make us the ideal strategic ops partner for independent insurance agencies.
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.
Can Linchpin really handle my entire agency management system conversion?
YES! We manage everything from data mapping to workflow redesign and staff training – so you don’t have to go it alone.
Can you train my new hires or virtual staff on our systems and workflows?
YES! Whether you’re onboarding new users or outsourcing to Virtual Associates, our team provides hands-on, task-level training backed by clear procedures.
Can Linchpin integrate all of our systems – AMS, CRM, accounting, and more?
YES! We specialize in custom integrations that eliminate silos, automate tasks, and improve data accuracy across platforms.
Can you clean up our agency’s messy data or accounting backlog?
YES! From tangled ledgers to outdated client records, our experts love a challenge and deliver clean, accurate results you can trust.
Can I get help with direct bill, commissions, or payroll?
YES! We offer full accounting services including 1099/W-2 payroll, producer statements, and even tax prep coordination.
Can your IT team manage everything from my email to remote desktop support?
YES! From Microsoft 365 to malware protection and workstation troubleshooting, our end-to-end IT support keeps your agency running smoothly.
There are many IT consultants around that claim they know the insurance business. Linchpin is the only one we have worked with that truly understands our business and our IT needs. They understand the workflow of an agency and what needs to get done.
Jeff S. Berkett CIC, MBA, CWCA
Lloyd S. Berkett Insurance Agency, Inc.
I am pleased to be able to highly recommend Linchpin for IT services and systems expertise. They have always proven to be reliable and cost-effective. My office would not be able to operate efficiently without the expertise of the entire team at Linchpin.
Daniel W. Post, CIC
Post Insurance Services Inc.
Thank you Linchpin, five stars aren’t enough to praise your professionalism and dedication to what you obviously enjoy to its fullest, and that is servicing your clients at any given moment, at any hour! You have truly given me that kind of attention throughout many years of superb service!
Cesar Calderon
Jaffe Insurance Agency
Linchpin provided invaluable guidance as our new-to-insurance accounting team navigated Applied Epic. Their expertise and best practices helped streamline our department, and our financials have never been more accurate. Highly recommend for any agency facing similar challenges!
Brian Fleury
COO, The Prewitt Group
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.