How Autonomous Workflows Are Advancing Agency Operations

Published on September 1, 2026

Sponsored content from Patra . Independent agencies and brokerages have spent years mapping, refining and automating steps within their core technology stacks. From managing client data ...

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The Client Portal and Optimized Renewal Workflow: One Agency’s Journey to Streamlined Client Experience

August 25, 2026
“The best laid schemes of mice and men often go awry.” — “ To a Mouse,” by Robert Burns. In agencies where most associates wear multiple hats, projects can be delayed or forgotten. In my ...