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 at what you have and if you want to keep it, tweak it, or pitch it.
Deciding if you should make a change is only the first step. Should you decide to update or switch your system, you will need to think a host of other items attached to effectively implementing change within your agency. To help you get started, we’ve put together a Change Management eGuide to walk you through the steps of implementing change and quick tips on how to make transitions smooth.