If you are considering switching insurance agency management software, or even simply purchasing your first one, it can be hard to know where to start. How do you decide what system to go with, and what do you even need? Choosing the right agency management system is very important because who you choose will help to propel your business to success. You will also spend a lot of time using this software, so being able to have a simple and reliable system is important.
Steps to Choosing an AMS
- Identify your goal
- Identify your need
- Research vendors
- Make a decision
Step 1: Identify Your Goal
If you are looking to start with an agency management system, then you most likely are choosing to do so for one of the following reasons:
- Your current system is not supporting your growth.
- You need key features that are not included in your current system.
- Your current system does not offer both contact and policy tracking
- Your current system is not built specifically for your industry.
- Commissions processing is not efficient.
- You are just starting in business.
The best way to identify your goal is to decide what you need from your agency management system. Decide what you want to accomplish in the next year, five years, or ten years. You should also see if you are on track to complete those goals, and then what changes you need to implement to do so.
Step 2: Identify Your Need
Once you have defined your goals, then you can decide what your actual needs are, as compared to your wants.
Your needs are defined as what features are necessary for your day to day operations.
Alternatively, your wants are capabilities that you would like to have but are not make or break. They might make your day simpler, but it is not a necessity.
Step 3: Research Vendors
Although this can be confusing, you want to look for a vendor that offers the ability to attain your goals. It should also be specific to your industry, have everything you need to run your business, and improve productivity. On top of that, you should also look to have CRM included.
Step 4: Make The Decision
This might be the hardest step. At this point, you need to make the decision on which agency management system can help you. You can look to sample different options, or you can go with the Agency Automation Team. This software offers two main benefits:
- Organization: This provides you with the chance to put all of your business goals, and information, and then actually implement it to reach those goals.
- Quick implementation: By being able to implement your agency management system quickly, you will be able to begin working on your goal as quickly as possible.
If you are looking for the Best Insurance Agency Management Systems, look no further than the Agency Automation Team. Contact us today to learn more!