Has Your Agency Management System Kept Up?

Has Your Agency Management System Kept Up?

If your software is working for you, why would you change it?  (Hint, you shouldn’t). Insurance agents have been using technology to gain a competitive advantage since the 1980s. The general agency I started my career at, Multiple Services Inc., used a Radio Shack TRS 80. Yes, the one with eight inch floppy disks. And 64k of memomory.  If you’re ever in Boston, check out Science Museum’s computer exhibit. You’ll see one there.

Looking for an Edge

Insurance sales is a competitive business and any edge is a welcome one. Back in the 1990s agents realized that customer relationship management (CRM) software and agency management systems could provide that edge. A lot of those who focused on health insurance gravitated toward Goldmine or ACT. These were all-purpose platforms, but with some customization they worked well for agencies. Over the years insurance specific competitors joined the fray like GBS and Gen4. They all had something to offer and all delivered on their promise: to help brokers organize their business so they could sell and service more effectively and efficiently.

And these were just the more popular ones. There were others. Lots of others. Many failed to gain much of a following, but those who used them were passionate. Some gained prominence only to quickly fade. Many are still around.

If you’re using one of these systems and they’re working for you, there’s little motivation to change. The question is whether software that did the job in 1990 or 2000 is up to the task in 2020 and beyond. If they’ve adapted to changing times that’s great. But ask yourself, is the software accessible from wherever you are? Have they made themselves easier to use? Do they protect your and your clients’ data? Do they integrate with your email system? Do they help you keep your commitments? If not — or if you’re unsure — that should be of concern.

The Times They are a’Changing

Your prospects and clients are more demanding. They expect you to have immediate access to information and forms. You and your colleagues need to collaborate like never before. Your software has to do more and run faster. And it has to be designed well so it can work on your computer, be it Windows or Mac

If you’re using CRM or agency management software, you’re already ahead of the game. If you’re platform of choice looks, acts and behaves like it did five, ten or fifteen years ago, however, maybe it’s time to see what’s new. As you’re reading this post on the NextAgency blog you’re no doubt aware that we’re relatively new. NextAgency is an intuitive, modern agency management system with CRM and commission management tools that saves life and health agencies time, money and clients. It’s just another way we help you add value to the products you sell.

If you’re using an older system there may be no way to know what you’re missing. It’s not like your current vendor will tell you they’ve fallen behind the competition. So see for yourself. NextAgency offers regular demonstrations where you can see what’s new. To register for one, just visit our website at  www.NextAgency.com. Then click on the Get Demo button at the top right hand corner of the page. Choose your date for a webinar. You may find your current system has fallen behind the times. Maybe it’s time to catch-up with a modern agency management. You know. Like NextAgency.