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An Agency Management System is a comprehensive, incorporated multi-functional software that can help automate multiple work processes performed by an insurance agency on several different levels. 

An Agency Management System does not only operate as software that can track existing customers and bolster customer relations. It can also help to generate new client leads, and it can perform logistics analysis on individual insurance brokers. Here are just a few of the functions that an AMS can help facilitate (Source: AgencyBloc): 

  • Maintaining an accurate dossier of current clients and contracts

  • Insurance contract option generation so that potential customers can estimate how much an insurance policy will cost them or what policies they're eligible for

  • Maintaining an accurate data log of client notes, contacts, and other agency-relevant information for the management of the business.

    Agency Management Systems are useful for moderately-sized agencies that need to wear a bunch of different hats simultaneously with minimal staff as they grow. They're also a good choice for larger insurance agencies that need workflow automation to help keep up with the large amount of data that the agency has to process in its day-to-day activities. 



Basic

19$/Mo
  • Unlimited Pages
  • All Team Members
  • Unlimited Leads
  • Unlimited Page Views
  • Export in HTML/CSS

Popular

49$/Yr
  • Unlimited Pages
  • All Team Members
  • Unlimited Leads
  • Unlimited Page Views
  • Export in HTML/CSS