[Guide] Running an Organized, Efficient Insurance Agency: Using an agency management system to improve business operations

In this guide, we discuss how to use an industry-specific agency management system to run an organized, efficient, and effective insurance agency.

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Creating & Maintaining Organization at Your Agency

In order to run an efficient and effective business, you must be highly organized. This comes as no surprise, but insurance agencies have many moving parts. Thus, it can be difficult to know where to begin organizing and, harder yet, how to maintain that.

One tool many agencies use today is an industry-specific agency management system. An AMS helps you organize prospects, clients, policies, agents, and carriers in a way that makes sense for your industry. An AMS can also make your team more efficient with features like Automated Workflow, Commissions Processing, and more. 

In this guide, you’ll learn the current operational challenges life and health insurance agencies are facing and where an industry-specific AMS addresses these challenges. You’ll also get a feel for the overall features of an AMS and how to begin your search for the best one for your business.

Ready to run an organized and effective operation? Download this guide to see how!


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What is an agency management system (AMS)?

An agency management system, or AMS, is a SaaS (software as a service) technology that insurance agencies use to organize their book of business and more effectively run their operations. 

What is the difference between an AMS and a CRM?

While an AMS is usually industry-specific, a CRM is often generic. A CRM also mainly focuses on organizing contacts, whereas an AMS can handle policies, agents, and carriers as well. 

What types of insurance agencies use an AMS?

Insurance agencies of all sizes can utilize an AMS, though certain features might be more important than others depending on their needs. Further, both L&H and P&C agencies can use an AMS but will want one that is tailored to what they sell.