Choosing Insurance Agency Technology Checklist
Take the guesswork out of selecting hardware and software for your agency
A NextAgency Resource
Last Updated: May 8, 2026
When considering any technology purchase for your insurance agency, four questions can help you make the right selection. They address:
- choice — do you need the technology;
- cost — can you afford it;
- confidence — can you trust it; and
- comfort — will you use it.
For more on these factors, please see the NextAgency Resource article How to Choose Insurance Agency Technology.
Choice: Do we need the technology?
- Do I need this technology to achieve my goals?
- Do I need this technology to more quickly and efficiently achieve my goals?
- Do my clients need this technology to achieve their goals?
Cost: Can we afford the technology?
- Can my clients and I afford to buy the technology?
- Can we afford to use the technology?
- Can we afford to stop using it?
Confidence: Can we trust the technology?
- Will the technology perform as promised?
- Will my and my clients’ data be protected?
- Will I be hiring a competitor?
Comfort: Will we use the technology?
- Where am I on the technology adoption curve for this technology? (See below)
- What have others experienced using this technology?
- What do I have to change to use this technology?
The Adoption Curve
Adapted from “Crossing the Chasm” by Geoffrey A. Moore
- Innovators: Pursue technology aggressively and early
- Early Adopters: Embrace the promise and the risk of technology
- Early Majority: Value technology’s promise, but proof it performs
- Late Majority: Obtain technology only when it’s established and proven
- Laggards: “We don’t need no stinking tech”
Learn More:
For additional ideas on how to grow your life and health insurance agency, and to read the full article on selecting technology for your insurance agency, please visit the NextAgency Resource Center.