[Webinar] 5 Steps to Selecting the Right Agency Management System Vendor

Choosing the right AMS vendor for your life and health insurance agency is one of the most important purchases your agency will make. Learn the 5 steps to follow to ensure you find the right system for your team.

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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.

You'll learn:

  • 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

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kellie-r-transparentKellie Robbins
Key Account Sales Rep

What is an AMS?

An agency management system, or AMS, is a SaaS (software as a service) technology that insurance agencies use to organize their book of business and more effectively run their operations.

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 client service.

Who is AgencyBloc?

AgencyBloc is the #1 Agency Recommended Management System for the life and health insurance industry. We help agencies secure and grow their business with an industry-specific CRM, commissions processing, and integrated business and sales automation.