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.
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