A comprehensive resource that provides agency owners and managers with a systematic selection process to follow. The only source for comprehensive information about the variety of vendor options available for agencies of any size...
The Complete Guide on How to Choose the Very Best Agency Management System
Dear Agency Owner,
Steve Anderson is one of the industry's top consultants and speakers. He delivers key-note addresses, lectures, seminars and conference programs in addition to individual agency consultations, helping clients maximize productivity and profits by wise uses of state-of-the-art technology.
Steve is Executive Editor of The Anderson Agency Report (TAAR), a monthly newsletter dedicated to providing independent agents with the insurance technology information they need to more effectively manage and grow their agencies. He is also president of The Anderson Network, Inc., which was formed to help agents and brokers maximize productivity and profits using practical technology.
A licensed independent agent for over 30 years, Steve has worked as a manager and producer in two agencies, building expertise in agency marketing, sales management, internal operations, and the effective use of technology.
Steve is a prolific writer who is known for his knack for translating "geek speak" into easily understood concepts. He has written articles for virtually every industry publication. He is Dean of the School of Technology for the IIABA Virtual University and a member of the national faculty for the Society of Certified Insurance Counselors.
Because he fine-tunes his ideas in the real world agents are faced with, Steve is one of the industry's top technology consultants and speakers. He provides keynote addresses, lectures, seminars, workshops, conference programs and individual agency and company consultations on how to maximize productivity and profits using practical technology. Additional information can be found at SteveAnderson.com.
Trust me: you don't want to choose and install the wrong agency management system.
Picking the right agency management system is one of the most important business decisions you will make. Pick the right system and your agency can flourish.
The consequences of not choosing the right system are difficult at best and at worst could be catastrophic to your organization. Your agency may never recover from the lost productivity and lost profits from a bad decision.
In The Anderson Report on Agency System Selection, I share the foundational information and specific steps you need to take in order to choose the very best product for your agency. I show you exactly what it takes — step by step — to make sure you complete a though evaluation of all the products currently available. Agencies have paid me thousands of dollars to guide them through this process.
Now, you can get this same advice for a fraction of the cost.
- Think through what it is you really want and need in a system.
- Evaluate your agency's strengths.
- Determine if you really need a new management system.
- Determine what you really need in a new agency management system.
- Create system requirements to use in the vendor research phase.
- Identify features the new system must include.
- Use a Request for Information to obtain the details you will need.
- Manage the demonstration process to make sure you see what you need to see.
- Take control of the demo process away from the vendor so you get a complete picture of the system.
- Create an evaluation process so you capture everyone's thoughts and opinions.
- Determine if a hosted solution is right for your agency.
- Make the final decision and choose the very best system for your agency.
- A list of the
3334 agency management system products currently available to insurance agents today. Most agencies have no idea there are so many options available to them. - A spreadsheet that identifies which vendor product is appropriate based on agency size. This will help you focus only on those products that will work for your agency.
- Templates (Word and Excel files) you can use to create all of the documentation necessary to obtain information from the vendors and be able to compare it side by side.
I also contacted every vendor and asked them to complete a questionnaire with 205 questions about their system. This resource alone with save you hours of research time.
- One hour of telephone consulting time you can use anyway you want. We can talk about your specific requirements or we can review proposals you have received to see if I can find ways for you to save money. I charge $250 per hour for this type of consulting. You get it free when you purchase today.
- Besides receiving immediate access to the Report in digital PDF format to give you instant access to all the information, you will also receive a PRINTED COPY of The Anderson Report on Agency System Selection.
Some colleagues suggested that I should charge $1,000-1,500 for The Anderson Report on Agency System Selection, not based on the page count (even though it is over 360 pages long), but on the specialized information it contains and how much time and money it will save your agency in choosing the right system. "It's a minuscule investment," they argued, "compared to the results it produces."
However, I decided to offer this one of a kind, special report for just $397. I may raise the price later, but for right now, I would rather make this timely and critical information available to as many agencies as possible at an affordable price.
My Money-Back Guarantee: If you don't find The Anderson Report on Agency System Selection helpful and worth every penny you paid for it, I will promptly refund your money. No questions asked.
Could you find similar information for free on the Internet? Yes, possibly. You could likely distill it from multiple sources on the topic after spending innumerable hours researching for trustworthy information. But why wade through all of that? What's your time worth? I have already done the heavy lifting for you. Your time is better spent doing those things that only you can provide for your agency.
I have done the research and come up with solutions that you can implement immediately. If my experience is worth $397 to you, then click on the buy button below and let's get started!
Sincerely,
Steve Anderson, Executive Editor
The Anderson Agency Report
