The decision to change your current Agency Management System can be a challenging endeavor. Not only are you choosing software to run your business, you’re also choosing a company as a partner. Making the right decision has a long-term positive impact on business continuity. Depending on which system you choose, your agency management system will have the functionality to empower you to make critical business decisions by providing insight into all facets of your agency. It will also enhance customer service, streamline workflow, increase employee productivity, allow you to expand into new markets, provide financial visibility into your entire agency in addition to providing E&O protection and much more. There are currently more than 70 agency management systems on the market, all with varying levels of functionality, support, and pricing. Even in a best-case scenario, converting from one system to
another is an investment in the future that takes time and resources. For these reasons and more, taking the time up front to determine which system and vendor makes the most sense for your agency is very important.
- Your Agency
- Your Software Provider
- Training & Service
- Software / Hardware Requirements
- Features / Workflow Requirements