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

Over 25% of insurance agencies are still using Excel spreadsheets or paper files to manage their book of business. Learn 7 reasons agencies are making the switch to an agency management system.


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Do you use Excel spreadsheets at your agency?

We found in our 2017 Insurance Agency Technology survey that insurance agencies are still using Excel spreadsheets (11%) and paper files (15%); that's ¼ of the industry that still hasn't adopted a digital system. So, we want to talk about what you should be aware of when using paper files or Excel spreadsheets and, ultimately, why agencies are making the switch to an agency management system.

In this webinar, you'll learn:

Why 88% of Excel spreadsheets contain errors
How Excel is detrimental to your agency's customer service abilities
The automation capabilities you're missing out on by using Excel
An easier way to process and track commissions
What insurance agencies are switching to from paper files and Excel spreadsheets

Sign up here to watch the webinar recording:

Call AgencyBloc866-338-7075

Presenter:

Tasha Fitzgerald, AgencyBloc

Tasha Fitzgerald is a Client Success Specialist at AgencyBloc who also spent 14 years as a licensed Life and Health insurance agent. She and the rest of the Client Success team at AgencyBloc have moved hundreds of agencies from Excel to AgencyBloc, an agency management system. She will be sharing her industry knowledge on book-of-business management struggles insurance agencies face and what today's agency owner or agent should consider.