AMS Webinar Series

Agency tech expert Steve Anderson serves as a virtual matchmaker between independent agencies and the leading AMS vendors. This webinar series will help agencies shopping for an agency management system (AMS) to compare and contrast systems and vendors to determine the best fit. Developed by IA&B (our Big "I" affiliate in Pennsylvania and Delaware) and facilitated by Anderson, the program consists of a dozen one-hour webinars, each featuring a different system.

Should I be looking at a new AMS?

A no-obligation online survey developed by Anderson can help you determine if the time is right to explore new agency management systems. Taking just minutes to complete, the survey immediately returns a preliminary assessment. Shortly thereafter, you will receive a follow-up email with a customized report and recommendations based on your responses. The report can then be used to determine if this webinar series will be a useful tool.

How will these webinars help me navigate the AMS market?

IA&B hosted live webinars highlighting 11 different AMS vendors/products. These webinars gave agencies a way to quickly evaluate the players based on criteria developed by Anderson, an expert who understands the unique technology requirements of independent agencies. Anderson facilitated the vendor presentations to make sure you’re getting the information you need. Vendor reps highlighted their systems' capabilities in managing personal lines, commercial lines, and accounting. They will covered what they consider differentiators of their systems, and Anderson served as a moderator, interjecting as appropriate.

These webinars were recorded and archived for unlimited viewing through March 2017. The entire series is sold as a package. Webinars will not be sold individually. 

How much does this cost?

The series costs $199 for member agencies ($249 for non-members). In order to secure the discounted $199 member rate, please use promo code AMSNC when registering.

Sign me up!

Click here to register.
You will be directed to the IA&B website where you will need to setup an account on their website.
Don't forget to enter promo code AMSNC when registering to secure the discounted rate!

Webinar schedule*

 March 29   Series introduction with Steve Anderson 
 April 5  Xanatek - Xanatek IMS
 April 7  Applied Systems - Applied EPIC
 April 12  Evolution Agency Mgmt - Evolution eVo 
 April 14  Hawksoft - Hawksoft CMS 
 April 19  EZLynx - EZLynx Management System 
 April 21  XDimensional Technology - Nexsure 
 May 3  SIS - SIS Partner XE 
 May 10  Insurance Tech Corp - ITC InsurancePro 
 May 12  NASA - NASA Eclipse 
 May 17  Jenesis - Jenesis 
 May 19  Vertafore - QQ Catalyst 
 May 26  Vertafore - AMS360
 May 31  Applied TAM 


From Steve Anderson: