Frequently Asked Questions About Agency Management Systems (AMS)
When insurance agencies are trying to find the right AMS for them, there are many questions that come up. The goal of this guide is to provide you with quick answers to these questions and then point you to resources where you can dive deeper!
We cover questions regarding the functionalities of an AMS, the benefits of an AMS, the difference between an AMS and other methods of managing your book, the security and reliability of systems built in the cloud, data migration, and much more.
Questions we answer:
- What is the main difference between an AMS and CRM?
- How do you manage policies within an AMS?
- Can I manage all lines of my business in one AMS?
- Which sales tools come pre-built in an AMS?
- Can an AMS help with compliance management?
- What types of retention processes can I automate in an AMS?
- How is data backed up on an AMS?
- How does migration from another system work?
- + Much more!