Why use an Agency Management System?
1.) Centralize Customer Files with CRM and Document Management
2.) Improve E&O Documentation
3.) Single Entry
4.) Claims Tracking & Loss Runs
5.) Statistical Reporting
6.) Enhanced ability to cross-sell with Marketing Tools
7.) Improved efficiencies, production, profitability and professionalism
8.) Real-Time Diary Activity
When it's time to upgrade:
1.) You're on an old Insurance Agency Management System that can no longer be supported
2.) You're using Insurance Agency Software where YOU do the backups and updates
3.) Your Insurance Management System is not web based
4.) Paper is over abundant
5.) Staff complaining about backlogs
6.) You're not able to work remotely