1.    Make certain that your system is setup correctly for YOUR agency.
by Connie Burtcheard
Chief ADvisor

There is no one specific way to setup any Agency Management System. Implementing a new system should start with a review of how your agency operates, your processes, workflow and culture, and what information you need to get from your Agency Management System.

Most of the companies that provide Agency Management Systems assign an implementation specialist or have independent consultants to help you through this process. If the company you bought your system from doesn’t provide this service or a list of consultants, you should ask them for it.

I have too often been contracted to find the best Agency Management System for clients when, in fact, the system that they were currently using was the best fit for them. The problem was that it was not setup to meet their individual needs.

Having invested in your Agency Management System, you should have streamlined YOUR workflow and have instant access to the information YOU need to make the import decisions. If you are not able to do this with the system you have in place, there is a chance that it could be the system is truly not a good fit for your agency, but most likely, YOUR system wasn’t setup to fit YOUR agency.

YOUR agency is not like any other agency. YOUR system should not be setup the same way as every other agency.