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5 Necessary Features of a Competitive Agency Management System

Posted on July 26, 2016 by Guy Weismantel

Digital Insurer blog header

Are you noticing a slump in productivity in your workforce? Maybe a general feeling of sluggishness?

Ask yourself: how long has your management systems have been in place? Chances are, they may have become ineffective and frustrating compared to the newer technologies you're using in your everyday life. There are a variety of reasons someone like you might be considering a switch in management systems, but we tend to find that there are really two main goals: thrive or survive. 

If you want to grow, you're going to need a system that maximizes efficiency and allows your workforce to keep up with rising customer demands (so you can remain competitive into the future!). So for those of you who are considering a new management system, I've gone ahead and put together a list of the five features that every agency management system must have in order to remain competitive in the modern age. How does your current system measure up?

1. Accurate, Current Data

Your employees need accurate, up-to-date data at their fingertips in order to function effectively and reach out to your target audience. Your agency management system should be feeding that data to your people constantly. To stay competitive, implement a system that allows for swift, easy maintenance of fresh, of-the-moment industry data, product rollouts, and client accounts.

2. Reports on Demand

Do you have an important meeting coming up? Can you or your staff pull together a clear, well-composed report within minutes? Having an agency management system capable of monitoring performance in real time and turn that information into actionable reporting is vital. You should be able to quickly assemble valuable data into customizable documents to help you gauge the state of the market and make wise business decisions. If creating a report is slow, difficult work, you need a management system that makes it easier for you.

3. Secure Cloud-Based Access

Your agency's data, specifically your clients' information, must be safeguarded. A good agency management system should include secure cloud-based access— virtual storage for your data so you don't have to worry about a digital catastrophe wiping out all your records. With a cloud-based system, your employees can all access the information they need at any time, from anywhere; and the data will be much safer from hackers, power outages, equipment failures, and accidents.

4. Automated Workflows

Do your employees spend precious minutes working on routine tasks over and over? You need a management system that can help you automate some of those monotonous tasks. When common processes are automated, your employees gain back that extra time, and they can be more productive and active with their client connections. Plus, creating automated procedures often cuts down on the number of human errors introduced into the system, improving overall efficiency and accuracy.

5. The Right Leadership

The last, and perhaps the most important, feature of a competitive agency management system is the right leadership. Your agency needs to have the right agency principal at the helm of the ship— someone who is willing to make tough decisions in order to help the organization change and grow. A good leader knows that remaining the same, with the same outdated management systems, can be deadly for an insurance agency. Change hurts sometimes— but remaining stuck in the past will hurt your agency even more.

Are you ready to make the necessary changes for the good of your agency? Start by reading the E-Book Managing Your Agency Workforce. The recommendations in the E-Book will help you begin to actualize the true potential of your workforce through thoughtful, positive change. 

Mr. Weismantel is the Vice President of Marketing at Vertafore. With 20 years of marketing and financial leadership in companies such as Microsoft, Business Objects, Baxter HealthCare, Caremark International, and Expedia, Guy’s career has focused on bringing differentiated products to market and providing the “compelling reason to purchase” for customers and prospects alike.

Guy has a Bachelors Degree in Accounting from the University of Notre Dame, and a Masters Degree in Business Administration from the Kellogg School of Management at Northwestern University.




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