What is an agency management system?
An agency management system (AMS) is a SaaS (software as a service) technology that insurance agencies use to organize their book-of-business and more effectively run their operations. Though an AMS is often said to be synonymous with a CRM (customer relationship management system), insurance agencies should be careful to take that opinion. An AMS includes CRM capabilities, absolutely. But, a good AMS has many more capabilities that go beyond the customer/client relationship. Beyond tracking clients, a worthwhile AMS can also:
- Track agents
- Track policies
- Track carriers
- Process commissions
- Automate workflow
- Automate email marketing
Learn how to choose the right agency management system for your agency.
What are the 5 steps?
- 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
What system best meets your goals & needs?
- Make it happen
How can you help your team through the transition?
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