[Checklist] 6 Questions To Ask During Your AMS/CRM Sales Demo 

Ensure you're partnering with the right technology vendor for your life and health insurance agency by asking the right questions. We pulled together some of the most important questions you should be asking vendors to decide which software is the best fit for your business.

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Do you know the people behind the product?

Asking questions at the beginning can help you better determine and understand if the software vendor is the right partner for you. Remember, you're making this partnership to help YOU achieve YOUR goals. 

To help you make the right decision for your agency, we've pulled together some of the top questions we've received and ones we encourage agencies to ask. 

Use this checklist to help ensure you don't forget to ask any pertinent questions during your sales demo. Plus, we've included note pages for you to write down what you learn so you can revisit later when you make a decision!

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Why should I ask these questions?

You'll want to ensure you are making the right choice in a partner when you choose your next agency management system (AMS) to help you achieve your short-term and long-term goals. These questions help give you a better sense of who the vendor is and how they can help you improve your day-to-day.

Should I set up a demo with multiple vendors?

It's a good idea to demo a variety of software platforms to ensure the choice you're making is the right one for your agency. Keep in mind, not all software is built the same; so make sure to ask all of these questions and take notes about what they say.

How will this tool benefit me?

Use this tool to fully understand whom you're going to be working with, not just an understanding of the product itself. You want to ensure that the vendor's staff will be there to support you from sales to onboarding and throughout your ongoing partnership.