[Free Webinar CE Course] 5 Steps to Choosing an Agency Management System

Learn how to choose the right agency management system for your agency.

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What is an agency management system?

An agency management system (AMS) is a SaaS (software as a service) or client-based technology that insurance agencies use to organize their book-of-business and more effectively run their operations. Not all AMS software is built alike, so your agency will need to select the vendor that fits your goals and needs best.

The 5 Steps You'll Learn:

Identify your agency's goals
What problem do you want to alleviate?
Identify your agency's needs
What does the system need to do?
Consider your agency's budget
What is your number and how might it change?
Compare & select a system
What system best meets your goals & needs?
Make it happen
How can you help your team through the transition?

How you'll receive CE credit:

Attend the webinar
Answer a few questions throughout the webinar
Complete a test sent to you via email after the webinar is completed
AgencyBloc submits your name and license number to the State of Florida for official credit assignment

Attend the Course

This course is for Florida-licensed agents only

Not licensed in Florida?