Case Study

AgencyRoot

Texas Farm Credit provides crop insurance solutions to farmers and ranchers across North Central and Northeast Texas, with a strong focus on trusted relationships, service excellence, and operational agility. For Austin Miles, a team lead and crop insurance agent, delivering timely and transparent service—whether from the office or in the field—is critical to building trust with producers.

Since adopting the AgencyRoot platform, Texas Farm Credit has transformed how it operates. What began as a document storage solution quickly evolved into an indispensable operational tool, empowering the team to collaborate more efficiently, serve customers faster, and grow the business with confidence.

The Challenge

Before AgencyRoot, Texas Farm Credit relied on physical document management systems. Agents in the field were dependent on team members back at the office to access and share vital information—slowing response times and limiting productivity. The shift to remote work during and after COVID only emphasized the need for a more agile, digital-first platform that could keep pace with modern agricultural demands.

The Solution

Initially used only for document storage, AgencyRoot soon became a central hub for the team. As new features were introduced, Austin and his colleagues began using the full suite: quoting tools, shared documentation, real-time communication logs, and secure customer access. The platform helped Texas Farm Credit transition into a hybrid, highly responsive organization with consistent client service across every touchpoint.

Efficiency Gains

Agents can now work from home, in the office, or on the farm without sacrificing access to key documents.

Faster Service

AgencyRoot’s quoting tools simplify complex policies, making it easier to explain value to customers.

Improved Collaboration

Real-time access to customer communication logs enhances team coordination and continuity.

Enhanced Client Experience

Customers benefit from faster, clearer, and more consistent service across the board.

Business Growth

Texas Farm Credit attributes measurable growth directly to the effectiveness of AgencyRoot’s quoting tools.

Conclusion

Empowered team to work efficiently from anywhere
Improved communication and internal transparency
Accelerated response times and quoting confidence
Delivered a seamless customer experience
Supported sustainable business growth

“Without AgencyRoot, we wouldn’t be able to deliver the exceptional service our customers expect… there’s no going back.”
‍
— Austin Miles

Interaction between two people holding tablet devices

Looking Forward

As Texas Farm Credit continues to serve a growing customer base with evolving needs, AgencyRoot will remain central to its strategy. The platform’s adaptability and ongoing innovation make it a key enabler for future scalability, efficiency, and excellence in customer service across the agricultural landscape.