When Lara Moffitt began as CEO of MHJ Insurance, her first order of business was to find a new agency management system. She knew their old system was complicated, expensive, and had poor customer service. It was clearly time for MHJ to make a change.
So, Lara rallied her team to start their search for a new agency management system provider. The three-month-long project included a series of interviews, demos, and plenty of internal discussions about what was working and what wasn’t.
Mike Maranda has been in the insurance business for over 40 years. He’s guided his agency through many seasons, but his recent journey to find the right agency management system for his team was one of the most painful.
After many years with a system they loved, Quality Insurance Service was forced to make a change when one of the big-name providers acquired their original system. Mike and his business partner decided to pick one of the big-name systems to avoid needing to make a change again anytime soon.
Yet, after selecting one of the dominant providers, they were frustrated to move through a cumbersome system with unresponsive service. After four years, they’d had enough and started searching for a new system, eventually joining the Partner Platform community.
There is no perfect time for a fresh start – the time is always right to take stock, re-evaluate your processes and goals, and make some changes. This applies to all aspects of your agency, including your agency management system.
Quality management systems and providers evolve with the changing market. Are your system and provider keeping up? Or are you seeing prices go up with little to no changes in your management system experience? Take a critical look at your agency management system and provider, analyzing if you have everything you need to serve your customers and grow your business today and tomorrow with this “fresh start” checklist.
Your agency management system is among the most critical pieces of technology you use for your insurance software. Every day you rely on your agency management system to create certificates, write new business, and process claims, among other essential functions.
With such a valuable piece of technology, you want more than just a vendor or provider for your agency management system. You need a partner – a partner who focuses on long-term, mutual success. That’s what we are for our Partner Platform agencies – someone in the trenches with them and working for them to make their business run smoother.
With so many options and diverse needs, it can be challenging to determine how to choose the best agency management system for your agency. Are you looking for ease of use? Quality training? Integrated systems? Robust marketing? Is it possible to find a system that meets all your varying agency needs?
Chances are, there is a right system out there for your agency – if you know how to look for it. Narrow your options by starting with the base “must-haves” for any management system.
As Director of Client Services, I work with and for our independent insurance agency clients to provide the top agency management system tools and training. Our team has worked with agencies across the country, collaborating with teams of all sizes and experience...
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