UNLOCKING THE FULL POTENTIAL OF YOUR AGENCY MANAGEMENT SYSTEM by Angela Ford , Catalyit
Your Agency Management System ( AMS ) is the backbone of insurance agencies , streamlining operations and enhancing customer service .
However , your agency may not utilize its AMS to its full potential , resulting in missed opportunities for increased efficiency and return on investment ( ROI ). Here ’ s a guide to help you maximize your AMS for peak performance and ROI .
UNDERSTAND YOUR TECH STACK
• Assess Your Current Tools : Evaluate the technology currently in use within your agency . This includes everything from email to proposal tools .
• Team Involvement : Ensure everyone on your team , from producers to your account managers , is on the same page regarding the technology used .
LEVERAGE AI AND AUTOMATION
• Identify Practical AI Uses : Use AI for repetitive tasks such as reconciling accounts , social media marketing , and policy checking .
• Automate Marketing : Push renewal information to marketing tools to automate communication with clients and prospects .
• Streamline Workflows : Integrate AI tools that work seamlessly with your AMS to reduce manual data entry and enhance productivity .
DATA CLEANUP AND MANAGEMENT
• Clean Up Your Database : Regularly audit your AMS to ensure data accuracy . Remove inactive accounts and update contact information .
• Utilize Reporting Tools : Leverage your AMS ’ s reporting capabilities to generate insights into active accounts , policy statuses , and more .
18 KANSAS INSURANCE AGENT & BROKER