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