Independent insurance agency owners and executive interested in migrating to a new agency management system will benefit from a new, interactive eGuide, “How to Choose an Agency Management System,” published recently by Strategic Insurance Software (SIS).

Understanding that no one system is right for every agency, SIS, created the resource to help independent agencies determine which of the over 70 agency management systems on the market today is the “right” one for their particular circumstance.

“Choosing the wrong agency management system could cost an agency thousands of dollars and months of lost productivity,” said Michael Doran, EVP of Sales for SIS.  “Having observed hundreds of agencies making buying-decisions, and wanting to help agencies make informed decisions, we decided to outline the major factors that must be evaluated by agencies as they evaluate a potential purchase.”

The resulting guide addresses eight key areas for an agency to consider and presents thought provoking questions that will assist owners as they evaluate systems and the companies that support them.

These areas include:

  • Your Agency
  • Your Software Provider
  • Training & Service
  • Software / Hardware Requirements
  • Features / Workflow Requirements
  • Security
  • Scalability
  • Affordability

The free guide is available for download here.

About SIS: Headquartered in Columbus, Ohio, SIS is the team behind Partner XE insurance software – an innovative web-based insurance agency management system that helps independent agencies streamline workflow and grow their business. Built on a foundation of strong technology and exceptional service, we’re moving forward with a constant eye on innovation that will make independent agents’ lives easier.


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