[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 Right Software for Your Agency Can Be Tricky

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, Kellie will 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.

You'll 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

View the Recording:


steve-ogden-100Kellie Robbins
Key Account Sales Rep

What is an AMS?

Depending where you've been researching, you may have seen a lot of different lingo. An AMS is an agency management system, and it's built for insurance agencies. It's built differently than a generic CRM, and we'll discuss that in more depth on this webinar. 

Why are we doing this webinar?

Choosing an agency management system is arguably one of the biggest decisions you'll make for your agency. Having the right system allows your team to be more efficient, sell more, and provide better service to clients, so this decision is important!

Will there be a recording?

While we hope you can attend the live session, we understand there might be conflicts. We will record this webinar and email it to all registrants.