Data is quickly becoming the most valuable asset inside an insurance agency. But ownership, portability, API access, and system connectivity are creating both opportunity and risk for independent agents.

In this session, we will explore:

• What “data ownership” really means in today’s AMS and carrier ecosystem
• How connectivity and APIs are reshaping agency workflows and valuation
• The risks of vendor lock-in and how to evaluate your current tech relationships
• How networks and agencies can position themselves to stay independent and future-ready

Attendees will leave with a practical framework for assessing their current tech stack, protecting their data position, and making smarter long-term technology decisions.

There will be time for Q&A throughout and after the session.