In today’s market, most independent insurance agents recognize their agency management system is the point of truth for their business. A central place to house an agency’s customer and policy commission data that, if managed correctly, will provide accurate, up-to-date information that allows them to maintain and grow their businesses. Functionally, agents also know an effective management system will streamline servicing operations throughout an agency, from scheduling client appointments to marketing and book rolls. Those few agents still operating without an effective management system are lacking a crucial tool in running a successful agency.
Unfortunately, many independent agents find their agency management systems are not the North Star they expect. I often meet agents through SIAA who tell me about the capabilities they wish their management system had. What they don’t know is that their
current agency management system may already have the capabilities they are looking for, they just don’t know where to find them. Too many agents are willing to hop from one agency management system to another, without exploring how they can better use the tools already in their hands. The process of implementing an entirely new system can be costly and much more disruptive than improving how your agency is using its current management system. Still, the question is, how can agents be sure they are choosing the best system for their business?
Read the full article, authored by Brendan Mulcahy, published September 27, 2024 in The Standard. Reprinted with permission from The Standard, Copyright 2024, Standard Publishing Corporation, Boston, MA. All rights reserved.