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

Choosing the right AMS for your team is likely the most important purchase decision you'll make. Learn the 5 steps to follow to ensure you find the right system.


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Choosing the Best Fit for Your Agency

Seventy-four percent of life and health insurance agencies are using either a generic CRM or an industry-specific agency management system (AMS) to run their operations.

Today, it's no longer IF you're adopting technology, it's WHEN and WHICH one. How can you know which system will be best for your agency? It's a big decision, and it requires following the necessary steps.

In this webinar, we cover the 5 steps to selecting the right AMS for your agency. We'll discuss everything from identifying internal pain points to making the transition easier for your team.

Watch the recording to learn:

The 5 steps you should follow to make this important technology purchase decision
Why it's so important to research beyond the product into the company itself
What key functionalities to look for in any agency management system
What red flags to watch out for during your vendor research

Watch the Recording:

 

Presenter:


Kellie Robbins, AgencyBloc

Kellie Robbins is the Key Account Sales Representative at AgencyBloc, so she has extensive experience in walking through the ins and outs of agency management systems (AMS) with life and health insurance agencies. In this webinar, she'll share her expertise in the selection process, vendor research, and the "next steps" after the sale.