Agency Automation and Technology for Today’s Independent Agency

Independent agents are struggling to keep up with significant and ongoing changes in the technology space, but knowledge and assimilation of this tech are integral to their agencies’ survival. Let’s take a look at today’s independent agency and the technology that can be a key to growth.

Agency Management Systems

Embracing technology in your agency starts with having a quality agency management system (AMS) in place. It is a critical investment for superior productivity and long-term success. While AMS has been a fixture within the industry for 30 years, it is not often used to its fullest potential. AMS is a vehicle to create efficiency and automation within your agency, and agents should not be intimidated by it. AMS gives independent agencies: more access, provides better errors and omissions documentation, policy and commission downloads, email and text communication management, and it enables agency staff to focus on revenue-generating activities.

Read the full article, written by Jeff Holmes, Senior Vice President, Agency Operations & Development of SIAA, published October 26, 2018 in The Standard. Reprinted with permission from The Standard, Copyright 2018, Standard Publishing Corporation, Boston, MA. All rights reserved.