What to Expect During AMS Onboarding
You've completed process of reviewing and selecting the right agency management system (AMS) for your insurance agency! Now what?
Welcome to the period called onboarding. Just like when you get a new phone to play with, the onboarding time of your new AMS is time for you to get up to speed with your new software.
To ensure your success with your new-found software, use this checklist to make sure you're getting the most out of your onboarding session. Use the notes page to ask questions, write down important things, and keep track of what you're trying to achieve.
Included in your download is a PDF checklist is included for you to reference throughout your onboarding process. Additionally, there is a notes page at the end.