In 1997, Bill Bishop got his start in the independent insurance business when he purchased an insurance agency with one location and a single employee. Almost 20 years later, Associated Insurance Agencies has grown to seven locations with over 50 employees. We recently sat down with Bill to talk about one of the most important aspects of agency operations: an agency’s management system and provider.
In our discussion, we covered:
- Which capabilities matter in an insurance agency management system
- How to evaluate an agency management system’s ease of use
- What to look for in an agency management system provider
- When to know it’s time to switch providers
- And more
Find more information on what to look for in a system and provider through our many resources. Think Partner XE may be a fit for you? Contact us to set up a demo.
