[eBook] The Agency's Guide to Ditching Spreadsheets

In this eBook, you'll learn why managing your agency with spreadsheets is holding back the success of your business and how to make the switch to an agency management system. 

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Making the Switch from Spreadsheets to an Agency Management System

Almost one-fourth of the industry is still using spreadsheets or paper files to manage their book of business. In order to effectively run your business, you have to ditch spreadsheets and opt for a solution that increases efficiency, ensures accurate data, allows for team collaboration, and more.

In this eBook, you'll learn:

The history and current use of spreadsheets
The downsides to spreadsheets that are holding you back
Why insurance agencies are ditching spreadsheets
How to migrate from spreadsheets to an agency management system
What questions to ask before data migration

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What is wrong with spreadsheets?

Spreadsheets are indeed very powerful and have many business applications. So, why then, are we writing an eBook about why you shouldn’t use them? Well, it has to do with how you’re using them. We cover why they definitely shouldn't be used to wholly manage your book of business.

What is an agency management system (AMS)?

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

What is AgencyBloc?

AgencyBloc is an agency management system that helps life and health insurance agencies grow their business using an industry-specific CRM, commissions processing, and automated workflow.