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.
- 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