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

Insurance agencies are no longer limited in their choices for ways to manage their agency and book of business. Use this guide to ensure you cut through the noise and select the best agency management system (AMS) for your agency.

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Which AMS is the Right One?

Many life and health insurance agencies are now using a CRM or an industry-specific agency management system (AMS) to manage their book of business. Technology has become an extension of an agency’s employees. It’s no longer if you adopt technology, it’s which one. The tools you and your team have access to can either make you more productive or hinder you performance. That’s why choosing the right technology for your agency is so important. And that’s what this guide is all about.

You'll learn how to use these 5 steps to make the best decision for your team:

Identify your pain points and goals
Identify your technical needs (& wants!)
Research your selected vendors
Make a decision
Manage the change

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Why 5 steps?

The insurance software purchasing process can be a long one. It can be hard to know where to start, what questions to ask throughout the process, and when you're at a place to make a solid decision. Using these 5 steps, you're able to zero in on the most important aspects of both the software vendor and their tools so you can make the right choice. 

How do I know if I made the right decision?

After you manage the change with your team, the next several months to a year will be telling of whether you made the right decision. Once you start experiencing relief from pain points and start reaching those goals you set, it will be easier to see the results from switching. 

What is AgencyBloc?

AgencyBloc is an agency management system that streamlines agencies' workload with an industry-specific CRM, commissions processing, automated workflow, lead & sales management, and real-time analytics and reporting tools. Agencies have saved serious time and resources across their business processes using AgencyBloc.