Linchpin helps insurance agencies implement AI automation and integrations: less manual work, better accuracy, and your AMS connected to the tools you use.
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Insurance agencies require specialized IT services because they rely on unique systems, sensitive client data, and complex workflows. An insurance-focused technology partner can help optimize agency management systems, improve cybersecurity, support compliance requirements, reduce E&O exposure, and create a technology strategy that supports long-term growth.
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Your IT isn’t just overhead. It’s a retention problem, an E&O problem, and a growth ceiling. Here’s how to tell if your current provider is holding you back.
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Linchpin provides bookkeeping and accounting services built specifically for independent insurance agencies. The service covers the financial workflows that require insurance-specific knowledge: premium trust account management, carrier payable reconciliation, producer commission tracking, and direct reconciliation against the agency's management system data.
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Linchpin has appointed veteran insurance technology leader Roy Caswell as CTO. With decades of experience inside agencies and MSPs, Roy will lead Linchpin's IT strategy, cybersecurity, cloud initiatives, and automation efforts to help insurance agencies and brokerages scale securely and efficiently.
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After years of dedicated service, Karin Giesie is retiring from her role as Director of Operations. Karin’s leadership and expertise have shaped the foundation of Linchpin’s operations, ensuring our clients receive seamless support and service every step of the way.
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Discover how Linchpin helps insurance agencies streamline HR with scalable, compliant solutions that support growth, reduce risk, and strengthen teams.
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