Trilogy Insurance & Financial Services has been the partner of choice for helping large brokerages and insurers improve the e ... ffectiveness of their producer channel for 15 years. A division of Trilogy Software, the business has the benefit and resources of one of the world’s largest privately held software companies. Trilogy software is built on a portfolio of patented technology recognized as the industry leader by top analyst firms such as Gartner Group, and is led by industry experts such as Joe Kelley, CLU, ChFC, former Chairman and CEO of American General Life and Accident. read more