Rather Than Guessing What Your Needs Are, Tell Us So We Can Make Absolutely Sure That This System Is Being Designed To Meet YOUR Needs!

A foundational element to this company is our strong commitment to our clients.  An important part to this commitment is really paying attention and hearing what our clients need  in their automation ...

what they need, what's not important, what's missing, what's not right, what needs improved, etc.

... and then carrying all of that to the development team to brainstorm those things to make those things happen. 

This is YOUR system, and as such it must meet YOUR needs.  Sitting in some ivory tower "assuming" or "speculating" what you need DOESN'T WORK!! 

That's why it's so advantageous to have insurance automation consultants who have worked closely with hundreds of agencies and many of the management systems on the market designing the product and running the company!  We've been listening to you to discuss your needs for years while pulling up our sleeves working with you and we're going to continue listening to you because that's how we'll make sure your needs are being met!!!

Tell Us Who You Are -

Agency Name:

Agency Owner: First Name:   Last Name:
Address:
City/State/Zip: ,  
Phone: (000-000-0000) Use this format without parenthesis
Fax: (000-000-0000) Use this format without parenthesis
Website URL:
Contact(s):
Position:
Contact Email:
   
Your Current Automation System -
Current System:   If Other, Name:
# of Users:    When Did You Purchase This System:   (Mo/Year ... ie, 04/2005)
Ran From:
   

If Interested In Reviewing Our Systems -

We're not just happy to share our automation needs and wants with you, we're also interested in reviewing the system for purchase:   If yes, also fill out the next couple of fields ...

When Buying:

or Date Want To Be Using New System:

System Int'd In: 

   

"I really need to have a new system in place by because ..."

 

 

~ Questionnaire / Survey ~

 

We SERIOUSLY Are Interested In Your Needs and What You Feel Is Important To Your Agency Regarding Automation!  This Is An Opportunity For You to Have A Say Because Your Input Will Play A Role In Decisions We Make For The System.  Your Information Will Be Very Helpful To Us!  And Please Be Brutally Honest! 

 

When reviewing a management system, what's important? 1=High Priority, 2=Okay, 3=Not Important, 0=Default Number (please choose 1, 2 or 3).

A. Initial Purchase Price

B. Ongoing Support Fees

C. Return On Investment

D. Ability to drop workload

E. Being single-entry

F. Having specific features.  List those specific features ...

G. Being easy to use

H. Having a short learning curve

I1. Ability to run from Internet

I2. Ability to run from your network

J. Customer Support of the product

K. Ongoing Enhancements

L. Agency accounting

What does a system need to offer 1=Must Have, 2=Would Be Nice but Not Required, 3=Don't Need, 0=Default Number (please choose 1, 2 or 3)

 

A number of these features won't be available until a later release.  Plus, this isn't anywhere  close to the features our systems offer.  This will help us know when we've released the system that includes your "Must Have" features.

Accounting:

Limited Accounting for the Direct Bill (DB) Agency

 Limited Accounting for DB & AB agency

Full agency specific accounting with a check register, checking account & GL

Point of Sale Accounting with Cash Drawer reconciliation.

 We use QuickBooks (or another stand alone accounting system).  We don't need accounting in your system.

 We use QuickBooks (or another stand alone accounting system), but maybe down the road if you can show me that your accounting is better and easy to use we may switch. 

 We are ONLY interested in the Insurance Specific Accounting features.  In fact, if you had a stand alone insurance specific accounting system, we'd be interested in purchasing it!

 

Interfacing, Downloading & Integration:

Personal Lines Downloading

Commercial Lines Downloading

Commission Downloading

 Integration with MS Word

Rating Integration.  Want it with:  

 

 

Other "Standard" Features:

Claims Management

Policy Submission Management

T-Filing/T-History.  Is capturing Client & Policy Edits Important:

Imaging / Attachments

Proposals

Basic Marketing

Custom and/or Company Specific Forms fully integrated

Group Life & Health management

 Individual Life & Health management

 Multi-Agency management

 I want to run it off my network

 I want to run it off my network and allow people to log in via the Internet

 I want to run it from the Internet

What Are The Top 5 Things You're Looking For in a System Before You'll Purchase It?:

1 -

2 -

3 -

4 -

5 -

Thank you for sharing your automation needs with us.  It's from getting a lot of input and brainstorming with knowledgeable people on agency automation that we're able to create such an amazing system.  Again, Thank You!

 

 


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