Agency and insurance management system data security has always been a top priority for us at SIS. We built our Partner Platform agency management system suite with data safety and cybersecurity in mind, and it continues to be a topic we follow. This past May, agency...
9 Things to Look For in an Agency Management System
Feeling overwhelmed in your agency management system search? With dozens of options, it may seem impossible to narrow down your choices. This guide nails down top management system capabilities and provider qualities, leading you to a system supporting independent agency efficiency and growth.
What You’ll Discover
- Key management system capability requirements such as:
- Integrated accounting
- Complex lines of business support
- Mobile access
- Personalized workflows
- Email integration
- Essential provider qualities including:
- Training and support