[Podcast] Should Your Insurance Agency Use a CRM or an Agency Management System?

By Kelsey Rosauer on October 26, 2016 in Technology

CRM vs. Industry-Specific Agency Management System

In this episode of BlocTalk, we talk about an important issue facing many insurance agencies: should you buy a generic CRM or an industry-specific agency management system (AMS)? Or better yet, what are the differences between the two to help you make that decision?

In this episode, Erica Kiefer, VP of Sales & Marketing at AgencyBloc with over 10 years of experience in the SaaS (software as a service) industry, weighs in on:

  • the difference between an AMS (agency management system) and a CRM (customer relationship management) software
  • what specific features insurance agencies are searching for in an AMS or CRM
  • how insurance agencies can identify the different software vendors that will meet their needs
  • what hesitations insurance agencies have about switching from Excel or paper to an AMS or CRM
  • the biggest benefits insurance agencies will see when switching to an AMS or CRM and any pitfalls to watch for

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Kelsey Rosauer
Kelsey Rosauer

Kelsey is the Marketing Brand Specialist at AgencyBloc. She plans and creates educational resources to help our customers organize, automate & grow their insurance agency. Favorite quote: "I am convinced that life is 10% what happens to me and 90% how I react to it." —Charles R. Swindoll  More articles


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