Call Us Today 888.279.9701
Home Page Email
Business
Insurance
Home/Auto
/Life
Health &
Benefits
Payroll
& HR

by Tyler Brookfield VP of Associates

Today the independent agent has many choices to make.  The insurance industry has become more automated making it extremely important to have efficient workflows and automation systems that help you work smarter.  The “next generation” agency management systems, if implemented correctly, can help an independent agency improve the bottom line by providing detailed reporting, built in comparative quoting capabilities and unilateral account visibility. 

To determine which system is the best fit for your agency you want to consider many different factors.  How large is your agency today and what are your growth goals.  You want a system that can meet today’s needs as well as something that can facilitate growth.  The type of business you are writing can also play a key role.  Are you focusing on personal vs commercial lines?  Does your agency have a health and life department?  Lastly and sometimes the most important factor is cost.  What type of investment can your agency afford?  For some of the higher end management systems, there is significant setup costs. 

There is a lot to consider as you navigate the independent agent waters.  Good news is there is help.  As you begin to look at management systems lean on the people who are selling you their products.  Request webinars to review exactly what the system can do for you.  Get references of companies similar in size that have recently implemented the new system.  Aggregator or wholesaler partners are another way to get access to top tier agency management systems without the crippling up-front costs. 

The decision can be daunting, but don’t worry.  If you choose wisely a good system can help grow your agency and provide valuable data.  If you do all your homework and choose the system that best fits your agency’s needs you will be well positioned to be a successful agency in the digital future.  

Share |


No Comments


Post a Comment
Name
Required
E-Mail
Required (Not Displayed)
Comment
Required


All comments are moderated and stripped of HTML.
Submission Validation
Required
CAPTCHA
Change the CAPTCHA codeSpeak the CAPTCHA code
 
Enter the Validation Code from above.
NOTICE: This blog and website are made available by the publisher for educational and informational purposes only. It is not be used as a substitute for competent insurance, legal, or tax advice from a licensed professional in your state. By using this blog site you understand that there is no broker client relationship between you and the blog and website publisher.
Blog Archive


View Mobile Version
Get a Quote
Interested In
Zip Code
Workers Compensation
Commercial Real Estate
Contractors
Restaurant/Bar & Tavern
Ag Crop/Rainfall
Oil & Gas
Professional Liability
Attorney
Auto/Home/Life
Health & Benefits
Payroll & HR
Tech/Cyber Liability
Auto Service
Business/General Liability
Trucking
CrossFit Deco
  • Carrier
  • Carrier
  • Carrier
  • Carrier
  • Carrier
  • Carrier
  • Carrier
Connect With Us:
Social Social Social Social Social
Alliance Insurance Group
710 Golden Ridge Rd., Suite 120
Golden, CO 80401

Phone: 888.279.9701