Choosing the Right Software for Your Agency Can Be Tricky
Technology has become an extension of an insurance agency's employees.
It's no longer the question of if you are adopting technology, but which one and when. How can you know which system will be best for your agency and your team? 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.
- The 5 steps you should follow to make this important technology purchase decision
- Why it's crucial to research beyond the product and look into the company behind the product
- What key functionality to look for in any agency management system
- What red flags to watch out for during your vendor research