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Although Excel is still a dominant player in the insurance agency, many agents are finding it to be outdated and lacking for their needs.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, 15% 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.
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[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.