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