What type of management platform is right for your team?
The two main ways individual health, group benefits, and senior insurance agencies, GAs, IMO/FMOs, and call centers manage their business are:
- An industry-specific management platform or agency management system (AMS)
- Generic software or generic CRM
This checklist is broken down into five sections. Review these sections to ensure your leadership team understands what each type of software offers and what you need to know:
- Accessibility & Security
- Features & Capabilities
- Sales, Marketing, & Communication
- Quoting & Proposal Management
- Commissions Processing
Plus, a checklist is included for your team to use each time you demo and vet a system with an extra note page for you to keep everything straight!