Do you want to organize, automate and grow your insurance agency? If yes, you may want to consider adopting an agency management system (AMS). Using an AMS, can transform your agency by organizing your book-of-business and allowing you to more effectively run your operations by supporting client and prospect communications and processing commissions.
Other insurance agencies find AMS software beneficial for:
Identifying and selecting the best vendor to fit your needs can be a daunting task, but we’ll share 5 key steps to help you find one that fits your needs, goals and budget all while helping your agency become more efficient. Cory and I will be presenting Five Steps to Choosing an Agency Management System at the 2016 Iowa Health Care Symposium hosted by the Iowa Association of Health Underwriters on May 10-11, 2016.
We look forward to seeing you there and answering your questions. Can’t make it? Read more here.