Getting the Most Out of Your Agency Management System

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Agency management systems have become indispensable tools for insurance agents. In most agencies, we find they only use a fraction of the entire system. To truly harness the benefits of agency management systems, agents need to be proactive in understanding their capabilities and implementing best practices. In this article, we will explore essential tips for insurance agents to get the most from their agency management systems and thrive in a competitive market.

Develop a Plan:

The first step in maximizing the potential of any agency management system is to develop a plan. Talk with your customers and find out what they expect from a customer experience perspective. Speak with your staff and vendor representatives on workflow best practices. After gathering this information, review your system and other integration partners to create the best workflows.

Comprehensive Training:

Once you have created your best practice workflows, now you will need to develop thorough training for your staff. Insurance agents and their staff should undergo comprehensive training sessions to familiarize themselves with the system’s features, functionalities, and best practice workflows. Most vendors offer training that includes webinars, video, and Learning Management Systems that provide on-demand training.

Ongoing training and updates are equally important. Technology vendors continuously enhance their systems with new features and improvements, and staying up to date with the latest changes will ensure that agents are making the most of the software’s capabilities.

Insurtech Integrations:

Furthermore, integration with other essential tools, such as customer relationship management (CRM) software, accounting systems, rating software, and digital marketing automation platforms, can streamline operations further. Seamless data flow between systems reduces manual entry, minimizes errors, and allows agents to focus more on serving their clients.

Streamline Workflows:

One of the primary advantages of agency management systems is their ability to automate repetitive tasks and streamline workflows. Insurance agents should identify bottlenecks and time-consuming processes within their agency and use the system’s automation capabilities to eliminate or reduce manual interventions.

Automating routine tasks like policy renewals, claims processing, and commission calculations frees up valuable time for agents to focus on building client relationships and expanding their business.

Enhance Customer Experience:

The customer experience is key to a successful insurance agency. Agency management systems offer various tools for improving customer interactions and experiences. For instance, automated email reminders for policy renewals, mobile apps, personalized policy recommendations based on client data, distribution of certificates, and easy-to-use client portals all contribute to better engagement and customer satisfaction.


Agency management systems are invaluable assets for insurance agents, simplifying tasks, optimizing workflows, and enhancing customer experiences. By investing in comprehensive training, improved workflows, insurtech integrations, and automation, insurance agents can unleash the full potential of these systems and stay ahead in the competitive insurance industry. Embracing technology and leveraging its benefits will undoubtedly lead to increased efficiency, improved client retention, and ultimately, long-term success for insurance agencies.

George Robertson

George Robertson

George is a passionate leader in the insurance industry and has served on the Independent Insurance Agents and Brokers (IIABA) Agency Council for Technology (ACT) Executive Board. In his role with ACT, he is the co-chair of the Cybersecurity Workgroup. His knowledge of cybersecurity, insurtech, social media and agency automation brings a broad perspective to assisting agents with their specific technology needs to improve workflows, sales growth, and management strategies.

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