Making the Switch from Spreadsheets to an Agency Management System
Forty-six percent of insurance agencies are currently using an insurance-specific agency management system (AMS) to manage their book of business, and 44% felt a significant increase in productivity when switching. But, 1/4 of the industry is still using Excel spreadsheets or paper files.
In this eBook, we discuss:
- The history and uses of Excel spreadsheets
- The issues with using spreadsheets in your agency
- Why insurance agencies are switching from spreadsheets to software
- What the migration process looks like from spreadsheets to software
- What questions to ask your software provider when making the switch