[eBook] The Most Frequently Asked Questions About Agency Management Systems...Answered!

In this eBook, we answer the most frequently asked questions about agency management systems regarding general functionality, security, data migration, and more!

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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 eBook is to provide you with quick answers to these questions and, then, point you to resources where you can dive deeper!

In this eBook, we cover questions regarding the functionalities 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?
  • What is the difference between a “contact-based” system vs. a “policy-based” system?
  • What are examples of Automated Workflows for insurance agencies?
  • How does an AMS, like AgencyBloc, process commissions?
  • How is data backed up on an AMS?
  • How does migration from spreadsheets or another system work?
  • What’s the standard for customer support with an AMS provider?
  • + much more!

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What is an AMS?

Depending where you've been researching, you may have come across some different lingo. An AMS is an agency management system, and it's built for insurance agencies. It's built differently than a generic CRM, and we'll discuss that in more depth in this guide. 

Why did we create this eBook?

No matter where you are in the research or buying process, we know that you have a lot of questions. We are hoping to tackle the questions we hear the most within this guide and point you to additional resources to dive deeper.

What is AgencyBloc

AgencyBloc is an agency management system that helps life and health insurance agencies grow their business with an industry-specific CRM, commissions processing, and integrated business and marketing automation.