[Upcoming Webinar] Vendor Vetting: How to evaluate technology to find your agency’s best fit

Join AgencyBloc team members Kelsey Rosauer and Allison Babberl to learn why it's important to vet your vendors and how to do your due diligence in researching each software company you consider.

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Going Beyond the Software

Every day, health insurance agencies and uplines research software choices to decide which system is right for their team. Usually, this decision compares a generic CRM against an industry-specific agency management system (AMS). 

However, one part of the equation that is often overlooked is whether the people behind the software are also the right fit.

The software choices you make impact vital areas of your business. You should be looking for a true partnership with your software vendor and its people, not just the product.

In this webinar, we'll discuss:

  • The four most important areas to research about software companies before a demo
  • The questions to be sure to ask during the demo
  • The answers you should expect
  • & More

Presenters:

kelsey-squareKelsey Rosauer
Director of Marketing
AgencyBloc

 

allison-roundedAllison Babberl
Content Marketing Manager
AgencyBloc

Join us live on Wednesday, December 18th at 2 PM ET

What is vendor vetting?

Vendor vetting involves going beyond the product demo to research the software company and its people to identify how well the company will support your team and help you reach your high-level goals. 

What should you research?

We'll cover the four major areas all health insurance agencies and uplines should research about software vendors: Company history, reviews, social media/online presence, and security.

Where can I learn more?

For a basic overview before the webinar, check out our blog: What You Need to Know: The People Behind the Product. We'll dive further into the details, but this blog is a good piece to review before the webinar.