[Guide] How to Choose the Right Agency Management System in 5 Strategic Steps

Health insurance agencies have more options than ever for managing their operations and book of business. Choosing the right agency management system (AMS) can be challenging, but this guide helps agencies cut through the clutter and select the best option.

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Which agency management system (AMS) is the right one for your team?

Technology plays a critical role in how health insurance agencies operate today. The question is no longer whether to use technology, but which one to choose. The right technology can improve productivity, while the wrong choice can slow your team down. 

An agency management system (AMS) is the foundation of your agency's operations. Choosing the right system empowers your team to work smarter while supporting growth, maintaining compliance, and enhancing client experience.

That's why choosing the right system is so important. And that's what this guide is all about. Use these five steps to guide your insurtech conversations and identify the right system for your team. 

You'll learn how to :

  1. Identify your pain points and goals
  2. Identify your technical needs (& wants!)
  3. Research your selected vendors
  4. Make a decision
  5. Manage the change

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Why these five steps?

It can be hard to know where to start, what questions to ask, and when you're at a place to make a solid decision. Following these steps, your team will be able to focus and make a decision that can benefit your entire organization.

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, generate leads, manage sales, and more effectively run their operations.

Why is AgencyBloc #1 Recommended?

Thousands of individual health, group benefits, and senior market insurance organizations across the U.S. count on AgencyBloc's Suite of Solutions to effectively run operations, grow, stay compliant, and, ultimately, control their own destiny.