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  • Agency Management System
    Looking to make a change and wanted opinions on the best one for a small but growing agency who has most business employee benefits but growing the auto/homeowners side and want to make sure it fits that as well. Easy to use and price key factors Thanks!...
  • What's the Best Agency Management System for Startup Brokerage?
    So I'm opening my own brokerage after working with my father for several years. Can't really decide on management system. Could you please help? Cloud or stationary? I'm kind of scared of cloud. Having outside company control all my data and access to it is a big concern. They can cut you of by a press of a button if something goes wrong. I am stil considering it though. I looked at AMS360 which......
  • Agency Management System Suggestions
    We are a P&C agency with about 1000 clients. We are currently running Applied Epic and have become VERY disatisfied with its "quirky" perfromance. We are a VERY email centered agency. Almsot all of our client communication is done via email. We currently generate automated reports to the clients regarding renewal etc. When Epic is working, it is truly awesome. HOWEVER, every time......
  • Agency Management System
    What's a good agency management system for a new agency? And what is the monthly cost for one of these?...
  • Are There Any Self Hosted Agency Management Software Options
    ...that are decent and have IVANS download, accounting, etc...? I have TAM currently hosted here, but it's quite old now and the per seat license is annoying since it's all self-hosted anyway....
  • Any New Agency Management Software Out There?
    Any new and exciting agency software out there?...
  • The Most Revolutionary Product Since the Agency Management System
    Hello to all, This is definitely a plug for Insuravision which I believe is the most revolutionary product to hit insurance agencies since the agency management system. Insuravision is a cloud based peer to peer real time communication platform that allows agencies to: -communicate in real time with clients or prospects (chat, text, phone, or face to face) anywhere in the world (down......
  • Best Agency Management System for Erie Agents
    I'm hoping somebody will be able to give me some feedback I offer erie insurance as well as Safeco & Allied my main concern is for erie customers & accord forms and other information if there's anybody out there thats using something other than xanatek and applied for crm. I would appreciate your feedback I would like to find a bus system that allows you to use accord forms, Monitor leads as......