[Free Resource] CRM/Agency Management System Needs & Wants List

AMS CRM Needs & Wants Checklist

Each agency has its own specific needs in an agency management system (AMS) or CRM. This checklist is designed to help you identify which specific features your agency needs out of an AMS so that you can make more informed buying decisions with your team.

This checklist helps you identify your needs based on AMS capabilities like:

  1. Accessibility (cloud-based vs. physical software)
  2. Commissions processing
  3. Client, lead and policy management
  4. Marketing automation
  5. Security

Download this checklist to determine your needs & wants with your team: