[Infographic] Still Using Excel? Here's Why You Shouldn't

Managing Your Book-of-Business with Excel

Excel is a useful tool that serves many purposes, but managing your book of business isn’t one of them. It’s not built to support capabilities like business analyzation, client and prospect service, automation, team collaboration, or commissions processing. More or less, Excel provides you with a medium to store your data but doesn’t allow you to effectively understand the information or grow.

Although Excel is still a dominant player in the insurance agency, many agents are finding it to be outdated and lacking for their needs. To better meet their needs and grow their books, 30% of insurance agencies plan to upgrade to an agency management system within the next year.

Check out the following infographic to learn more about why Excel spreadsheets are no longer an effective method to track and manage your book of business.

Simply click on the infographic to enlarge it in a new window:

Why You Shouldn't Be Using Excel Infographic

Share this Image On Your Site

[Webinar] 7 Reasons You Shouldn't Use Excel to Manage Your Book of Business

Watch our on-demand webinar and learn more about why 15% of insurance agencies are making the switch from using Excel spreadsheets to an industry-specific agency management system this year.

Watch Now

  1. TAGS
  2. database management
Allison Babberl

By Allison Babberl on July 25, 2017 in Database Management

Allison is the Marketing Content Specialist at AgencyBloc. She creates educational content and designs videos to promote AgencyBloc's resources to help you organize, automate, and grow your insurance agency. Favorite quote: “Conversation is the bedrock of relationships. Without it, our relationships are devoid of substance.” -Maribeth Kuzmeski  More articles


Get FREE tools and insights from AgencyBloc delivered directly to your inbox.