Strategic Resources for Your Insurance Agency

Learn about your Options with the Agency Management System Selection Summit

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Agency technology expert Steve Anderson serves as a virtual matchmaker between independent agencies and the leading agency management system vendors.

The  Agency Management System Selection Summit will help agencies who think they might need to update or replace their existing agency management system. The Summit provides an easy way for agency owners to compare and contrast the top Agency Management Systems and vendors to start the process of deciding which platform might be the best fit for their organization.

Developed by Steve Anderson, an acknowledged expert on agency management systems, the Summit consists of about twenty 90-minute webinars, each featuring a different system management system platform handpicked by Steve to be involved.

You’ll receive access to Steve’s  Agency System Selection Digital Course, which includes:

  • Details on the 5-Step process Steve has used to help hundreds of agents and brokers select the best system for their organization.
  • A comprehensive list of agency management system vendors and their platforms (there are over 40).
  • A simple comparison grid of various platform functionality.
  • What to consider when choosing a hosted platform.
  • Samples of all the forms Steve uses when consulting with clients including a sample request for information, vendor demo script, AMS vendor demo scoring sheet and comparison, and an annual AMS System Cost Calculation spreadsheet.

Recordings of all of the Summit vendor demo videos will be available so you can review what was presented. A direct contact for each vendor for any follow-up information.

Participating Vendors

Company

Platform

Webinar Date

Webinar Time

Agency Advantage

Agency Advantage

Tuesday, July 17, 2018

10am CDT

Agency Systems

Newton

Wednesday, July 18, 2018

10am CDT

Applied Systems

Applied Digital Platform

Tuesday, July 24, 2018

10am CDT

Evolution Agency Management

Evolution eVo

Monday, July 16, 2018

2pm CDT

EZLynx

EZLynx Management System

Monday, July 23, 2018

10am CDT

Hawksoft

Hawksoft CMS

Monday, July 23, 2018

2pm CDT

Insurance Technologies Corp (ITC)

ITC InsurancePro

Friday, July 20, 2018

2pm CDT

NASA

NASA Eclipse

Monday, July 23, 2018

2pm CDT

SIS

SIS Partner XE

Friday, July 20, 2018

10am CDT

TechCanary

Canary AMS

Friday, July 27, 2018

10am CDT

Vertafore

QQ Catalyst

Thursday, July 19, 2018

10am CDT

Vertafore

AMS360

Thursday, July 19, 2018

2pm CDT

Xanatek

Xanatek IMS

Wednesday, July 18, 2018

2pm CDT

XDimensional Technology

Nexsure

Thursday, July 26, 2018

10am CDT

Dates and times subject to change. 
Please check back here for up-to-date information.
 


Invited Vendors
 

Company

Platform

Status

Agency Matrix

Agency Matrix

Invited

NowCerts

NowCerts

Invited

Veruna

Veruna Platform

Invited 

 

  

Should I be looking at a new agency management system?  

A no-obligation online assessment, developed by Anderson, can help you decide if the time is right to explore new agency management system options. Taking just minutes to complete, the survey immediately returns a preliminary assessment. Shortly thereafter, you will receive a follow-up email with a customized report and recommendations based on your responses. The report can then be used to determine if the Agency Management System Selection Summit will be a useful tool to help you get started. 

 

 

 

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