Considering a technology change?
In this webinar, we'll cover the 5 steps you should consider following when you decide to move to a new agency management system (AMS).
When purchasing new software, remember, you're buying a partner, and you want to ensure that partner is the right fit for your unique needs and your insurance agency. Use the following steps to help ensure your decision is the right one.
The 5 Steps You'll Learn:
- Identify your agency's pain points & goals
- What problem(s) do you want to alleviate? Which goals do you want to achieve?
- Identify your agency's needs (and wants!)
- What does the system need to do to help your agency reach these goals?
- Research your vendors
- Beyond the product, what do you know about the vendors?
- Select a system
- What decision will be best for your entire team?
- Manage the change
- How can you help your team through the transition?