Latest guides
How to choose an insurance agency management system: 9 questions to ask first
Nine questions to ask before you pick an insurance agency management system (AMS): data ownership, pricing, quoting, migration, support and more.
AMS vs. insurance CRM: what's the difference for an independent agency?
An agency management system (AMS) and an insurance CRM overlap but aren't the same. Here's what each does and which an independent agency needs.
How to switch agency management systems without losing your book
A practical checklist for switching agency management systems without losing your book: exports, data mapping, carrier downloads, commissions and a parallel run.
Insurance agency software pricing: what to expect and what to watch for
How insurance agency management software is priced, and what to watch for: per-user fees, setup costs, add-on modules, contracts and quoting costs.
What is a comparative rater, and how do independent agencies use one?
A comparative rater quotes personal auto and home across multiple carriers at once. Learn how agencies use one and what to look for.
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