Agent management systems are, in short, a SaaS (software as a service) technology that helps groups have a more effective approach to their operations and have an overall positive impact on their book of business. It’s a lot more complex than that. A smarter question to ask is what can an agency management system do for you and your company? What exactly is it? Why do you need one? What is an agency management system not? Exploring these questions and topics can help you understand how to boost your operations. We’ll take a closer look at the agency management system below.
Agency Management System vs. Customer Relationship Management
One of the big drawbacks to a generic customer relationship management system, or CRM, is without a dedicated developer to customize your system, there are limits to how much you can do with a CRM and how much it can really impact your business. Meanwhile, an agency management system is customized for your business, your needs, and the typical stats around your company. Another problem you can find with a CRM is the need to update and maintain the most up-to-date software for your industry’s needs. Agency management systems build this in.
Key Aspects of Agency Management Systems
Some great features that come with an agency management system are cloud-based access which allows you to access your business from everywhere, dashboard analytic options, custom reporting, and more. It’s a very powerful, flexible, and customizable tool.
How Do I Pick the Right Agency Management System?
This is about you and your needs. Keep that in mind. Make sure you ask prospective developers and companies the needs for data migration, how the security of the system holds up, and who the company is and what their goals are for their customers who use their product. This software is all about your company and your needs. Make sure the orientation and onboarding of your new system can be compatible, make sure your data is secure once it’s in there, and make sure your goals are aligned.
What’s the Best Way to Learn More?
Explore, ask questions, and sit in webinars. Common topics that come up are how to tailor and create both external and internal correspondence, how to best organize your company’s dashboard, what you need and what you look for in your company’s day to day work, how to make sure your work and reporting is specific to your industry. Also, use your network to ask around and find out who uses what and for what. Is your competition doing well? What are their secrets and what system are they using?
Ultimately, what you get out of an agency management system depends on your company’s goals and needs. It’s a CRM on steroids that’s built for you but also so much more than that. Research and ask questions. Build a system to boost your operations and find the one that works for you, not the other way around.