Conversion Checklist, What to Ask, What to Expect

Conversion Checklist, What to Ask, What to Expect

Agency Management System Conversion Checklist

No one ever said choosing a new agency management system was easy, but the homework you do before you sign on the dotted line will go a long way to ensuring you make the right decision. You need to make sure you have the right system, the right partner, and (often overlooked) the right conversion process. A system or provider may have the capabilities and service levels your agency needs, but if your data doesn’t get there, you’re lost.

Let this eGuide serve as your checklist to ensure you’re getting all of the above. We’ll focus on questions that get at the potential provider’s transition plan, training, and data transfer and back up.

What’s Inside

  • Transition Planning
  • Transition Timeline
  • Data Processing
  • Backup and Storage
  • Training and Support

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