Agency Management Systems (known as AMS) are among the most useful software tools an agency can take on. An AMS is similar to Customer Relationship Management (CRM) software except that they can handle a deeper level of automation.

Agency Management Systems are pieces of software that function as an automation system for an agency at every level. AMS can be customized to function as a system for either life and health insurance agencies or casualty and property-based agencies.

If you've never heard of an AMS, you might be missing out on a major tool you could use to expand and streamline your agency business. Read on to learn more about agency management systems and how to choose one for your agency.

Sales is about so much more than just closing a deal, and there are many technological solutions out there to help you not just make that sale but to foster relationships that will yield long-term benefits for both you and your clients. Currently, two of the most popular options out there are agency management systems and customer relationship management (CRM) software.

The difference between agency management systems and CRM lies in the functionality. Agency management systems are a type of CRM but gives you a deeper dive into more than just sales. It helps you organize your total business. Which is better depends on what you want to do with this tool.

Automation systems are a useful way for insurance agencies to manage their customer relationship services, manage their social media marketing platform, and generate new sales leads to expand a business.

Below you'll find a list of some of the best automation systems available for insurance agencies. While all of these systems house different features beneficial to insurance agencies, they all have their strengths to boast. Keep reading to learn more about the 9 best automation systems on the market.

Managing an insurance agency can sometimes seem like an impossible task. If you’re not engaging in best practices, it can be difficult to juggle your clients' needs, the needs of your employees, and the task of keeping up to date with new technology. Fortunately, there are a few strategies you can begin employing now to make insurance agency management much easier.

Below we will discuss how you can take advantage of new technology, give your employees a growth mindset, and not only gain clients but keep them too. With our top 5 best practices for insurance agency management, you’ll be ready to take control.

There have been some serious developments in Voice over Internet Protocol (VoIP) systems. VoIP technology is now the leading form of communication for many businesses, especially insurance agencies. We have reviewed 6 of the best VoIP services for Insurance Agencies and will share the pros and cons of each.

Understanding commonly used industry terminology and understanding what statistics will help you evaluate your success, will only make your agency more profitable. Remembering basic business fundamentals is also key to having happy customers and continued success.

Internet leads can be divisive. Knowing how to work internet leads, and understanding that they require patience and consistent follow-up can help you get the most out of them. Implementing the right automation systems and building your data set are key to having success with internet leads.

Top producers in this industry across the board are using some kind of sales automation software. Having a system in place to make sure you can track customers and set expectations is important to the success of your agency.