Is It Time to Switch Your Agency Management System? Let’s Find Out.
The decision to switch your Agency Management System (AMS) is a big one, but knowing the right time to make that switch can make all the difference. If you are running on an outdated system, even if your business is rapidly growing, it's important to ask: How much does your agency depend on your current AMS?
If you find that your current AMS is hardly being used, there’s no better time than now to change. Your agency might be operating inefficiently, and adopting a new AMS like BenefitsGuide can immediately streamline your operations, allowing you to scale and grow your business faster.
If your agency relies heavily on your AMS, however, timing becomes more crucial. You’ll want to introduce the new system at a time that allows your team enough flexibility to learn the platform before peak business periods, like the busy fourth quarter.
What Does the Implementation Process Look Like?
For BenefitsGuide, a typical AMS implementation takes about 4 weeks—6 weeks even if complex data migration is involved. The speed of the process depends largely on your team’s availability, but we’ve structured our implementation to be both thorough and manageable.
Our implementation process includes three key components:
- Workflow Documentation – We’ll work with your team to document your office's insurance broker processes using predefined templates, so we don’t start from scratch. Together, we’ll design and build workflows that are specific to your business, using the Salesforce Platform to customize the system to meet your needs.
- Data Migration – We’ll help import your data; like Accounts and Contacts. We have resources to make it as easy as possible. If you need additional data imported, we’ll provide that service at a reasonable hourly rate.
- Management Training – Through ten half-hour training calls, we’ll help your leadership team learn how to adopt the new system and use reports and dashboards effectively. Plus, everybody on your team will have access to our extensive online resources, including how to video tutorials and pdf slides in our Help and Training Portal.
When’s the Best Time for You?
The bottom line is that there’s no one-size-fits-all answer. However, if you are not relying heavily on your current AMS, then the sooner you switch, the sooner you’ll start reaping the benefits of automation, streamlined workflows, and improved client service. We will ensure that the transition is smooth and aligns with your business’s needs.
Ready to Discuss Timing? Let’s schedule a call to talk about when might be the best time for your agency to make the switch to BenefitsGuide. We’ll walk you through your options and help you plan a successful transition.
