Is Your AMS Stopping You From Growing Your Insurance Agency?
Complete the questionnaire below to discover if it’s time to break-up with your agency management system.
Does This Sound Familiar?
Your Current AMS Lacks Sales Automation:
They have all of this valuable data but you can’t do anything with it to sell more policies!
- You can't trigger new campaigns for cross-selling, service, claims, or renewals
- You're missing out on sales and & cross-sell opportunities because these tools don't help you consistently communicate with clients
The Support And Help From Your Current AMS Is Poor
Other systems would be great if you were a captive agent, but they lack many of the features independent agents need to grow their agency.
- Just for sales — which is only 50% of your total job. What about service, renewals, and claims?
- Their "templates" are too basic and lack touch points — obviously not designed for selling insurance
- Even essential features need workarounds. You're forced to use other tools to track prospects in your pipeline, send text messages, ask for Google reviews, or have any email automation
It Doesn't Have To Be This Way!
Your Current AMS Should Help You Make More Sales.
Your AMS should be an offensive weapon that uses automation to help you sell more policies.
- You need pre-built automation campaigns that text and email your contacts
- You need to be able to see where prospects are at in the sales process
Their Support Team Should Help You Have More Success
Your AMS should provide support to help you run a successful agency.
- You need them to help you implement the right features in your agency
- You need to be able to get in touch with your AMS support team easily
It Might Be Time To Break Up With Your AMS
Scroll back to the top of this page and take the test to find out if it’s time to break up with your AMS