Linchpin & FirstChoice


Linchpin helps FirstChoice members operate smarter behind the scenes. We specialize in optimizing your back office so you can focus on what matters most: growth, retention, and client service.

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

Partnering with Linchpin means gaining an experienced, reliable, and innovative ally committed to helping you succeed.

We’re already helping FirstChoice members across the country. Ready to see how we can support your team?

Schedule a free project assessment call

Building Teams That Thrive: Staffing and Virtual Workforce Strategies

Join Bryan Lake, Vice President, MarshBerry, as he shares insights on how to prepare for hiring, lessons learned along the way, and the time and numbers that drive the process. Laurie Barrett and Angela Kristensen, from Linchpin, will also cover best practices for working with virtual associates, identifying your needs and goals, delegating tasks effectively, providing training, and implementing strategies for success.

Watch the Webinar

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

Accounting for Agencies
Automation & Integration
IT & Help Desk
AI-Powered Solutions
Digital Marketing
Strategic Assessment
AMS Optimization
HR & People Ops
Virtual Associates

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.

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

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