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 warranty or service guarantee, while others are multi-month or year contracts.
With long-term provider relationships, you need to make sure your agency is choosing the right partner as well as the right software. You need a provider you can trust, who will be able to adapt with your agency and provide support as needed. Although this list is not exhaustive, here are some qualities to look for in your technology providers:
1. They’ve Done this Before.
Look for a provider who has worked with independent insurance agencies in the past and has a good reputation. By working with a provider who has experience with the insurance business, you’ll have less to explain and be more confident in their ability to adapt to industry-specific needs.
2. They’re Flexible.
This is key in any relationship. You don’t want to get stuck with a provider who pushes you to stick with something that is not working.
3. They’re Personal.
As an independent insurance agency owner, you know the benefit of having personal contact with clients. The same rings true for your relationship with your providers. Look for a business that provides a personal contact.
4. They Never Stop Growing.
Tech is an ever-changing industry, and you want a provider that will keep up with the times. Also, frequent updates should be part of your contract. Those updates shouldn’t happen in a vacuum however, find a partner that will commit to helping guide your agency through those changes.
5. They’re Upfront.
Honesty is crucial in your partnerships. A great provider is honest about costs – no hidden fees or surprise increases. They’re also upfront about mistakes, admitting what went wrong and doing what they can to make things right.
One area where you need to be especially aware is choosing an agency management system provider. This critical piece of technology is linked to a very important and influential partnership. For more tips on choosing a provider, check out our blog archives on the topic or, better yet, contact SIS to find out what we have to offer. We look forward to hearing from you!
