5 Things to Consider When Choosing a New Insurance Agency Management System
We have found that the attached spreadsheet is useful for insurance brokers who are beginning to consider ways to improve the management of their agency operations.
When considering the various agency management systems available, you will want to find a tool that not only reduces the time required to service your existing book of business, but also provides value added services that will increase client retention and improve your sales close ratio.
In other words, which application will help you make the most money?
