AMS Selection Assistance
AMS Workbook Available for Members
Selecting an agency management system can seem like an overwhelming task. Whether this is your first management system or you are replacing an existing system this is an important decision for any agency. Requirements may vary from agency to agency due to lines of business, accounting operations, document requirements, digital marketing, integration with current systems, carrier downloads and budget. In order to assist you with this process, the IIANC Agency Management and Technology Committee has put together this workbook focused on questions to help in your system selection.
You may also seek assistance from staff, consultants, and management system vendors who can help you evaluate your specific agency requirements. Once you have narrowed down your selection, take time to locate referrals and get a feel for the vendor’s support, pricing increases, and user group resources.
IIANC members must login to the page to have access to view this workbook. Not a member? Join today!
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AMS Discount Available: Vertafore
Vertafore and IIANC have partnered together to bring you special discounted pricing on Vertafore's most popular agency management systems and their PL Rating product which integrates seamlessly to provide independent agencies with the capability for real-time comparative rating.
- AMS 360: the foundational management solution for your core business functions
- QQCatalyst: the system you need for the business you want
Click here to view a webinar with Vertafore, that took a deep-dive into the agency management system and featured tips, tricks, and best practices to help you get more value out of your investment.