Agency Management Systems - Your Agency's Central Nervous System

Your Agency’s Central Nervous System

An agency management system could be considered your agency’s central nervous system. The central nervous system is made up of the brain, spinal cord and optic nerves.  Your agency management system is made up of all of your policies, quotes and documentation which is essential for running your agency.

Here are 3 reasons why your agency needs an Agency Management System

1.    Disaster Preparedness

An agency management system allows you peace of mind in case of a disaster.  All of your files are stored in a single web-based central location.  No paper files and stacks of files and folders waiting to be filled.  With a web-based system you and your employees can access the same customer information from any location.

2.     Reduce Your E&O Exposure

An agency management system minimizes your chances of E&O litigation.  If your agency’s central nervous system is running smoothly then you have anything and everything you need as the management system creates a permanent audit trail.  Your agency management system allows you to store your notes, scanned documents, saved documents, saved ACORD forms, prospect information, quotes, policies, vendors, employees and client documentation.

3.    Track Performance

Your agency management system allows you to run multiple reports on your agency’s health including policy reports on your book of business, sales reports, sales growth reports, employee productivity reports and more.  

There are many additional benefits to an agency management system.  These are 3 that are critical to the health of your agency.

Agency Management System Audits

​Ensure all of your employees are using the same standards when working in your agency’s management system.  Notes should be professional and very detailed.  You want to make sure your management system is used consistently among your staff. Create a manual outlining and describing how entries should be made within all the various features of your management system.  Consider auditing your management system periodically to ensure everyone is meeting the standards and make corrections where necessary.