Linchpin

Let’s talk about a hidden expense that’s draining brokerages every day: the cost of doing nothing. You know the one. The high touch workflows that never get reviewed. The disparate systems that slow down your team. The tech that “mostly” works but leaves everyone feeling frustrated. Sticking with the status quo feels safe—until you realize it’s depleting your agency of time, efficiency, and ultimately revenue. At Linchpin, we make upgrading your operations easy (and dare we say, enjoyable?). Because the real risk isn’t change—it’s staying stuck.

When it comes to operating a successful insurance brokerage it doesn’t come down to luck. It’s about making informed decisions and having the right people owning the right roles and responsibilities. At Linchpin, we operate as an extension of your team by handling the business operation and IT related tasks so that your internal team can remain focused on making the sale. Trust us, you’ll feel lucky to have found a partner who you can offload your agency operations to, while being confident that you’ve made a strategic decision!

Margaret Karapetian had an incredible time at the Los Angeles I-Day 2025, connecting with industry leaders, learning about the latest trends, and exchanging insights on the future of insurance and technology. A huge thank you to the organizers for putting together such a valuable event! Events like these remind us why we love what we do—helping insurance brokerages streamline operations, improve efficiency, and embrace the future with confidence. Were you at I-Day? We’d love to hear your biggest takeaway from the event! Drop a comment below.

Age-old debate: In your office, who is responsible for recording agency bill transactions? Who should be? With more policies being written as agency bill, now is the time to solidify (or create) your procedure for the entire agency bill process. Do you prefer agency bill or direct bill? Leave a comment and let us know!

Thank you, Brian Fleury, CIC. We truly appreciate your trust in Linchpin. Helping brokerages establish best practices and build efficient processes is what we love to do! ? To all the insurance agencies out there: If accounting headaches are slowing you down, you’re not alone. Let’s chat about how we can help!

From chasing down reports to reconciling commissions, these time-draining activities keep you from focusing on what really matters—your clients and your growth! That’s where Linchpin comes in. We’re here to streamline, automate, and simplify your operations so you can reclaim your time and crush your goals. Let’s make your brokerage run like a dream!

What if you could leverage the expertise and knowledge of some of the best insurance brokerage experts? Our team of professionals have been where you are, working on the insurance side, and now bringing their intimate knowledge of the industry to best support you. Linchpin knows the ins and outs of the insurance industry, which has enabled us to develop solutions for some of the most challenging aspects of operating an insurance brokerage. Connect with Noreen Templin to discuss how your brokerage can benefit from our years of experience.

How do you compare? Has this been your experience? Ready to see how Linchpin’s Managed IT Services can keep your brokerage running like a well-oiled machine? Let’s chat!

Having trouble optimizing your usage of Virtual Assistants? Would you prefer to assign additional tasks to your Virtual Assistants but don’t have resources to manage it? Let us help you by utilizing your procedures to drive the results you desire. Just like a new employee, Virtual Assistants need guidance and monitoring. Let us do it for you. No procedures? We will work with you to finalize them as well.