The capabilities of today's agency management systems mean they should be an active part of your office's core operations. They’re a tool that has the capacity to improve client service, provide a better understanding of your agency's functions and ultimately, allow you to earn more money. If you choose the right one, your agency management system can transform the way you do everything from generating reports and tracking carriers to processing and splitting commissions.
The 5 Steps You'll Learn:
- Identify your agency's goals
- What problem do you want to alleviate?
- Identify your agency's needs
- What does the system need to do?
- Consider your agency's budget
- What is your number and how might it change?
- Compare & select a system
- What system best meets your goals & needs?
- Make it happen
- How can you help your team through the transition?