What's the right fit for you?
In recent years, there has been a significant shift in how health and life insurance agencies manage their books of business. In this move, agencies are switching from manual methods (like paper or spreadsheets) to software that helps them track their books of business, expand their agencies, and achieve their goals.
The main two options agencies move to are an industry-specific agency management system (AMS) or a generic CRM. This checklist will help you understand what each type of software offers broken down into four sections:
- Accessibility & Security
- Features & Capabilities
- Marketing & Communication
- Commissions Processing
Use it to identify your agency's needs and wants to ensure you make the right decision. Plus, a checklist is included for you to use each time you demo and vet a system with an additional note page for you to keep everything straight!