# Linchpin > All\-in\-one operations, people, and technology partner for independent insurance agencies\. ## At a glance | Field | Value | | --- | --- | | Category | Distribution & Sales | | Type | Solutions Provider | | Region | NA | | Headquarters | Glendale, California, USA | | Founded | 2014 | | Stage | Growth | | Employees | 11-50 | | Funding | Bootstrapped | ## 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 ## Category & focus - Subcategories: Agency Management, Workflow Automation, IT Services, Virtual Staffing - Insurance verticals: P&C Personal, P&C Commercial - Target customers: Agents/Agencies ## Notable customers - Lloyd S\. Berkett Insurance Agency - Post Insurance Services Inc\. - The Prewitt Group ## Links - Website: - Directory profile: - About: - Linkedin: --- *Last updated: 2026\-06\-03*