Streamline Your Systems, Future-Proof Your Success

Contact us now to get started on enhancing your technology stack and ensuring seamless growth for your health insurance agency.

About Us - THE TECH AGENT

Launch of The Tech Agent

Brandon’s journey into the health insurance industry began while working at a large tech company. His wife, Jacquie, started Translating Insurance, a health insurance agency that quickly grew beyond what she could manage alone, especially with the demands of caring for their children and home. After nearly 3.5 years at his tech job, Brandon made the bold decision to leave and join Jacquie full-time, not only to support the business but also to take over household responsibilities.

Brandon’s expertise in technology allowed him to design an exceptional system for Translating Insurance. As word spread, other agents frequently sought his help, and the demand was evident at industry conferences. Recognizing the opportunity to serve the broader health insurance agent community, Brandon launched The Tech Agent, a dedicated resource to help health insurance agents enhance their technology stack and streamline their operations.

Our Services

Transform Your Agency with Tailored Tech Solutions

Customized CRM Solutions with Zoho

At The Tech Agent, we specialize in crafting customized CRM solutions using our preferred platform, Zoho. After evaluating numerous options, we’ve found that Zoho stands out in terms of both price and features. We understand that every health insurance agent and agency has unique needs, and there’s no one-size-fits-all solution. Our process begins with a thorough consultation to review your current systems and identify how we can enhance them using existing tools or by recommending new ones that better align with your business goals.

Strategic System Consultation

We also offer strategic consultations to help you select the right systems to future-proof your business. Our goal is to ensure that any necessary upgrades or changes are seamless and minimally disruptive. By choosing systems that fit your long-term vision, we help you stay ahead of the curve and ready for growth.

Tech Support Assistance

In addition to our consultation services, we provide tech support for the systems we recommend. While we encourage you to utilize the free support teams available through your product providers, we are here to step in if those options have been exhausted or if you prefer us to liaise with support on your behalf.

Get In touch

(503) 476-1528

Message US Online – 24/7

Location:  Portland, OR