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Top 10 Features to Look for in an Insurance Agency Management System

Posted on October 22, 2015 by Chris Ries

A full-featured insurance agency management system (AMS) provides independent insurance agencies like yours with a wide range of integrated tools that increase productivity, boost revenue, improve customer service, and empower your staff. The right AMS can transform your business, which is why it’s so important to choose a system that meets your needs today and tomorrow.

But what features should you look for when considering an insurance agency management system? Here are the ten essentials:

1. Efficient automation
Reduce inefficiency and wasted time by automating common procedures. When your systems automatically perform important but time-consuming tasks, your staff is free to focus on customers and on generating business.  

2. Cloud-based data storage
Keep your vital data secure in the cloud, not stored in on-premises servers. Your information will be protected from disaster and from data breaches. 

3. Increased customer retention
Increase your retention rate by automatically tracking renewals and cross-selling opportunities for your existing customers. 

4. Streamlined, effective marketing
Market your agency’s services with simplified, automated campaigns that help you acquire new clients and offer new services to your current customer base.

5. Information at your fingertips
Close deals and service your customers no matter where you are. Answer billing, claim, and policy questions immediately using any supported web browser or mobile device.

6. Customer empowerment
Give your clients access to their policy details in one convenient view, and enable them to change and update their information as needed.

7. Accounting designed for the industry
Stay in balance with comprehensive cash or accrual-based insurance accounting tools that are specifically designed with the modern agency in mind. 

8. Multiple carriers, one interface
Get endorsements and process quotes from multiple carriers through one simple interface. Save time and hassle by automatically downloading personal and commercial lines as well as commission statements.

9. Accurate, updated data 
Keep track of any and all changes with document management tools that give your staff up-to-date, accurate information.

10. Reports that make a difference 
Customizable reports and real-time performance monitoring allow you to make smart, data-driven decisions about your business.

Learn more about how an insurance agency management system can help grow your business in the Agency Management System Buyer’s Guide, available free here .


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