If you describe your insurance agency management system as “fine,” you’ve got a problem. Something so central to your agency operations should be operating at a higher level than “okay.” If you’re patchworking numerous systems from accounting to doc sharing with your management system or relying on a self-created workaround to make your system function, you need to take a step back and ask, “Is ‘fine’ good enough for us?”

Think about your customers and your staff. They deserve better. They deserve swift service and headache-free workflows. It’s time to start looking for the insurance agency management system a high-quality agency like yours deserves.

Learn more about SIS and Partner Platform’s commitment to service here

What to Look for in Your Agency Management System

Once you realize you need better, you need to think about what that looks like for your agency. There are a few key areas to consider when looking for a new management system:

1. Conversion expertise

Data conversion will be the earliest, and some may argue the most critical, experience you’ll have with your provider. You want the conversion process to go smoothly and as error-free as possible. Look for a provider with a track record of successful conversions and one that will work with you rather than making your agency fit into their process. And, ensure your provider has quality, secure data storage to keep your agency information safe.

2. Ease of use

Again, think of your team. You want a system that is intuitive and adaptable, with customizable workflows and dashboards to fit your needs. Plus, you want targeted training, and regular refreshers as the system is updated.

Get targeted tips on how to make management system conversion easy for your agency

3. Enhanced customer service

Your customers deserve the best, and your agency management system should be equipped to provide that quality. Look for a system with modern customer service tools like a comparative rater, self-service portal, agency-branded mobile app, and CRM system. Each of these tools provides better access to your customers and quality data you can leverage to serve them even better.

4. System integration

Modern management systems are equipped to integrate all the systems your agency needs in one place. Email, texting, and accounting should be integrated at a minimum, but ideally, your CRM, agency portal and mobile app should all feed into the system as well.

5. Sales and marketing

To thrive as an agency, you need sales and marketing data and analytics. Both are essential for growing your business and bettering service for your customer base. Your management system should come with options to add on a CRM and marketing automation system to processes customer and prospect data seamlessly. And, your system should integrate with your agency website to record interactions and sync with your marketing systems.

Discover more tips on how to choose the best system and provider for your agency

6. Paperless processing

More than just convenient, paperless processing saves time and money and increases your E&O protection. Your management system should leverage elements like a proposal creator and secure esignatures to help you manage sales and improve customer service.

7. Secure infrastructure

Provider security should reach beyond data conversion and extend to every element of your data processing. Look for a management system that offers federal and state compliant data security measures, including storing information on secure servers with redundant back-ups and multi-character password encrypted access.

Everything You Need in One Place

We know what an agency should expect from their management system and provider because we’ve heard it from our customers. Our Partner Connect community of agencies delivers constant feedback on what’s working, what they need, and how we can work together to continue to meet the needs of an ever-changing market. Hear more from our Partner agencies on why they choose SIS and Partner Platform and why they keep recommending us to others. Get in touch with us to view a demo and get dedicated one-on-one time with our experts to determine your timeline, price point, and needs. We look forward to serving you: contact us at [email protected] or 800.747.7005, Option 6 to find out more.