AMS Workbook
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.
Finally, don’t forget to ask about implementation and training options. Implementation and ongoing training can be the difference between success and failure. Determine the training options available from the different vendors and establish a training guideline for your staff. Staff should only attend those sessions that pertain to their job description. We hope this document provides guidance for your agency as you seek to select the best system for your agency.
AMS Webinars
IIANC’s Agency Management & Technology (AMT) Committee previously asked members to complete a technology survey to identify their current agency management system and weigh in on the resources that they would find useful in helping them utilize their system to the fullest potential. Survey responses indicated that vendor webinars were considered one of the most helpful resources. The AMT Committee is now coordinating with vendors from the systems that were identified as being the most highly utilized by our members.
Vertafore AMS360
For our first webinar, we invite members to join Vertafore’s Doug Mohr, in partnership with IIANC, for the webinar Getting the Most Out of AMS360. This webinar will take a deep-dive into the agency management system and feature tips, tricks, and best practices to help you get more value out of your investment.