Linchpin
All-in-one operations, people, and technology partner for independent insurance agencies.
Overview
Linchpin is an all-in-one operations, people, and technology partner for independent insurance agencies across the United States. Founded in 2014 by Grant Hester, the company delivers a comprehensive suite of services -- accounting, agency management system (AMS) optimization, IT support, custom automation, virtual staffing, digital marketing, and HR -- functioning as an embedded extension of agency teams rather than a traditional managed services vendor.
With over a decade of insurtech experience and an exclusive focus on the insurance industry, Linchpin holds Applied Systems Preferred Consultant Partner status and maintains a strategic partnership with FirstChoice, a MarshBerry company and one of the fastest-growing agency networks in the United States. The company serves agencies of all sizes, helping them modernize operations, reduce manual work, and scale without proportional headcount growth.
Linchpin differentiates itself through deep insurance-industry specialization -- its founders bring 25+ years of combined insurance professional and IT engineering experience -- and its model of acting as an embedded team extension rather than a detached outsourcing provider.
Products & Services
Accounting Solutions
Full-service insurance agency accounting including general ledger cleanup, financial management, 1099/W-2 payroll processing, producer statements, and tax coordination tailored to the specific requirements of insurance agency operations.
Key Features
- General ledger cleanup and reconciliation
- Producer commission statements and payroll (1099/W-2)
- Tax coordination and financial management
Target Users: Independent insurance agencies
AMS Optimization and Migration
Agency management system conversions, data mapping, system upgrades, and ongoing optimization for Applied Epic, AMS360, and EZLynx platforms.
Key Features
- Full data migration and system conversions between AMS platforms
- Workflow configuration and customization
- Ongoing AMS optimization and training
Target Users: Independent insurance agencies transitioning or upgrading AMS platforms
Custom Automation and Integrations
Cross-platform integrations that eliminate data silos and automate repetitive workflows across agency management systems, CRM platforms, carrier portals, and accounting systems.
Key Features
- Custom API integrations between AMS, CRM, and carrier systems
- Automated workflow design and implementation
- Data synchronization to eliminate duplicate entry
Target Users: Independent insurance agencies looking to reduce manual processes
IT and Help Desk Support
Technology infrastructure management and end-user support including Microsoft 365 administration, remote technical support, malware protection, and workstation troubleshooting.
Key Features
- Microsoft 365 setup and support
- Remote help desk and workstation troubleshooting
- Malware protection and security management
Target Users: Independent insurance agencies without in-house IT staff
Virtual Associate Services
Recruitment, training, and ongoing management of virtual insurance professionals to expand agency capacity without proportional office overhead.
Key Features
- Candidate sourcing and vetting for insurance roles
- Training and onboarding for virtual staff
- Ongoing supervision and performance management
Target Users: Independent insurance agencies looking to scale capacity
AI-Powered Solutions
Artificial intelligence tools designed for insurance agency operations and customer service automation.
Target Users: Independent insurance agencies adopting AI-driven workflows
Digital Marketing Services
Marketing and growth services tailored for independent insurance agencies, helping them attract new clients and grow their book of business.
Target Users: Independent insurance agencies
HR and People Operations
Human resources support, compliance assistance, and people operations management for insurance agency staff.
Key Features
- HR compliance and policy management
- Onboarding and offboarding support
- Benefits administration guidance
Target Users: Independent insurance agencies without dedicated HR staff
Strategic Assessment Services
Consultation on agency operations optimization and technology strategy, helping agencies identify gaps and prioritize investments.
Target Users: Independent insurance agencies evaluating operations improvements
At a Glance
- Founded
- 2014
- Headquarters
- Glendale, California, USA
- Employees
- 11-50
- Funding
- Bootstrapped
Category & Focus
- Category
- Distribution & Sales
- Subcategories
- Agency Management Workflow Automation IT Services Virtual Staffing
- Insurance Verticals
- P&C Personal P&C Commercial
- Target Customers
- Agents/Agencies
Customers
- Lloyd S. Berkett Insurance Agency
- Post Insurance Services Inc.
- The Prewitt Group
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Last updated: 2026-06-03