[eBook] Insurance Agency Technology in 2018: Database management, commissions processing, and marketing & workflow automation

In this eBook, learn what other agencies currently use for technology and what changes they plan to make throughout 2018.


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Insurance Agency Technology in 2018

Seventy-four percent of insurance agencies are now utilizing some kind of software, whether it's a generic CRM or an industry-specific AMS. Each year we conduct research via a survey to find out the technologies agencies are using to improve their operations. Findings from our survey suggest that, in 2018, agencies will be moving to industry-specific software to better manage their book of business, more efficiently track and process commissions, and will continue to devote resources to digital marketing and automation.

What are agencies currently using to manage their book of business?

What do insurance agencies use to manage their book of business?

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  • Who participated in our survey?

    Respondents were a combination of 1-2 man shops to 20+ employee agencies whose core business included groups, individuals, and seniors. These agencies sell health insurance, life insurance, P&C, annuities, voluntary products, medicare, and final expense. Most of these agencies process and track commissions in their agency—only 17% indicated they don’t do either of those.

  • What are agencies planning to use in 2018?

    In this eBook, we discuss what insurance agencies like yours plan to utilize when it comes to database management, commissions processing, and marketing automation. Sneak peak: more agencies are planning to adopt an AMS for the first time this year (23% vs. 15% last year)!

  • What else is in the eBook besides survey findings?

    Based on our findings, we've included guidance on how your agency can follow the trends. For example, we include information like steps to choosing the right software vendor, advice for having a successful data migration, and links to several other resources for these topics plus many more, including marketing and workflow automation.