When deciding on the best technology for your agency, you’re not just choosing a piece of hardware or software. Each time you choose a new piece of tech, your agency is making a commitment—large or small—to that technology provider. Some commitments may be a simple...
Choosing a new agency management system can be an intimidating process. With so many options offering such different experiences, it’s easy to get overwhelmed and overlook some of the most important aspects. You need to do your homework to find the right system and...
To round out our series of posts focused on system conversion and finding the best conversion provider, we look to the transition process itself. Providers may be vague in saying they will “make the transition smooth” or “provide training” to ensure you’re ready for...
In this post, we continue our focus on ensuring a positive conversion experience for you and your independent insurance agency. As we look at the many facets of each agency management system provider, service and support stand out as critical pieces of the conversion...
In our last post, we covered some “need to ask” questions for independent insurance agency owners looking to switch agency management system providers. These questions help lead agency owners to providers who will ensure that the most important process of system...
There comes a time when changing your agency management system provider is the right decision for your agency. This may be driven by a change in business needs, adding more lines, new markets or other business drivers for competing more effectively and running your...
Partnership and collaboration are important factors for success in any business, and your independent insurance agency is no exception. This is especially true with commercial lines downloads (CLDL). If you are not in communication with your partners around CLDL, you...
As the weather starts to change, you may find yourself thinking about change within your independent insurance agency as well. Many management system contracts come up for renewal this time of year, and it’s important for you and your staff to take a good, hard look...
In our last post, we focused on committing to upgrade your agency management system and choosing the best system for your agency. We now look at what to do once you’ve found “the one” and have pen in hand to sign. While you need to literally cross your t’s and dot...
Making any sort of change can be intimidating and scary, and changing your agency management system is no exception. Whether it’s a small system update or an overhaul, knowing you need a change is the first step. Your reasons may vary (improve efficiency, lower costs,...