July TechTips Roundup: Practical Insights, Emerging Risks, and Smarter Tech Moves

July was packed with practical insights, emerging trends, and critical reminders for independent agencies navigating the tech landscape. Here’s a quick look at what we covered.

Can Your Agency SOPs Pass the 7-Eleven Test?

Would your team know what to do if someone was pulled out of line at 7-Eleven and had to handle your workflows? Learn how clear, simple SOPs can boost efficiency, reduce risk, and make your agency more resilient.

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Disruption by Design: What IB FutureFest Got Exactly Right

Held on the Santa Monica Pier, this event tossed the traditional insurance conference playbook in the ocean. See how FutureFest reimagined industry gatherings with design, tech, and connection at the center.

Check it out

Is Your Agency Exposed? July’s SharePoint Vulnerability Explained

Not every tech headline applies to your agency—but knowing which ones do is critical. We break down the recent SharePoint vulnerability and what you actually need to do about it.

Get the breakdown

The Importance of a Solid AI Cybersecurity Policy

As AI tools grow in power and popularity, they also create new risks. Discover the must-have elements of a strong cybersecurity policy to protect your agency, clients, and reputation.

Learn more

The Most Powerful Automation in Your Agency Is Already in Your Inbox

You don’t need new software to automate smartly—you just need to tap into what Outlook and Gmail can already do. From rules to workflows, see how to unlock email-driven efficiency.

Read how

Insurance Agency Tech: Making Integrations Work for You

It’s not about how many tools you use—it’s about how well they connect. This post walks through the types of integrations that matter most and how to avoid getting stuck with disconnected tech.

Dive in

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