[Infographic] 5 Steps for Selecting the Right Agency Management System for Your Agency


Finding Your Software Partner

When it comes to choosing a new agency management system (AMS), the choice can be difficult. You want to ensure the software will not only fit your agency, but also be a significant partner in helping you achieve both your short-term and long-term goals. No matter how you look at it, technology is becoming a crucial part for insurance agents to manage and streamline their book of business.

Consider these stats we gathered from our 2018 Insurance Agency Technology Survey:

  • 74% of the life and health insurance industry is currently using a generic CRM or industry-specific AMS
  • 38% of life and health agencies are planning to adopt a new AMS this year
  • 23% are planning to do so for the first time

If you're considering making the move, then here are 5 simple steps you should follow to help ensure you're choosing the right system for your agency. To learn more about these 5 steps and why it's crucial to find the right fit for you, check out our free, on-demand webinar The 5 Steps for Selecting the Right Agency Management System for Your Agency.

5 Steps for Selecting The Right AMS for Your Agency Infographic

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Allison Babberl

By Allison Babberl on July 10, 2018 in Technology

Allison is the Marketing Content Specialist at AgencyBloc. She creates educational content and designs videos to promote AgencyBloc's resources to help you organize, automate, and grow your insurance agency. Favorite quote: “Conversation is the bedrock of relationships. Without it, our relationships are devoid of substance.” -Maribeth Kuzmeski  More articles


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