Agency Management Systems: A Series

What are the key pieces of technology for the modern agency? How should you implement them and train your staff to use them? In this series I will look into agency technology and specific systems and how you can implement them at your agency. 

Part 1: Where Should You Even Start When Picking A New One?

  One of the most common discussions I have with our agency members is along the lines of, "What agency management system should we be using?" They may already have one, they may be in the middle of a transition or they may not have one at all. In any case, they want guidance on where they are versus where they should be. With that in mind, let's begin to look at how to find the system that's right for your agency. Click here to read the full article

Part 2: What Are the Questions You Should be Asking?

  In the first article in this series, we talked about how to get started in your search for an agency management system. Now we're going to look at what questions you should be asking to sort through the systems and find the one that's best for your agency. To determine those, we talked to agents, system providers and more and got their feedback on some important questions agents should be keeping in mind. Click here to read the full article

Part 3: What Are the Questions You Should be Asking? Continued

  In the second article in this series, we talked about what questions you should be asking to sort through the systems and find the one that's best for your agency. We're going to continue that in this edition with important questions agents should be keeping in mind and answers from the agents, system providers and others we received feedback from. Click here to read the full article

Part 4: What's the Difference?

  In the third article in this series, we continued with what questions you should be asking to sort through the systems and find the one that's best for your agency. In this edition, we're going to look at some of the differences between these systems. Click here to read the full article