[2025 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 agency management system (AMS) is the right one for your team in 2025?

 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 your performance.

That’s why choosing the right technology for your agency 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 use these five steps to make the best decision for your team:

  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.