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E&S Market Efficiencies
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Purchasing and Upgrading Systems

Evaluating Top 10 Reasons to Use an Agency Management System
Today’s agency management system is the central hub for an independent agency’s information and helps to standardize the agency’s workflows.  The latest ACT article, written by ACT Chair Angelyn Treutel, discusses the top ten ways in which agencies benefit from using such a system.  It also provides a great checklist for current users to make sure they are taking full advantage of their system’s major capabilities.

Evaluating ASPs: Issues Agents Should Consider 
Agents will find this comprehensive checklist to be extremely useful as they evaluate moving to Application Service Providers (ASPs) where particular hardware and software that the agency uses are housed off-site.

Checklist of Key Questions and Hidden Costs to Evaluate when Considering an Agency Management System, Company Interfaces, and other Technology
Developed for ACT by Mele Fuller, SAFECO Insurance Company. Mele draws on her experiences working with agents and software developers while at Agena and SAFECO. Agents will find this checklist very useful when evaluating the numerous factors involved in making these decisions.

Managing the System Upgrade Process 
Written by Mele Fuller of Safeco, this article helps the agent handle the systems upgrade process where the agent has to juggle multiple software on the agency’s system. click here

  Contact Us

For more information, please contact Jeff Yates, ACT Executive Director.

ACT is a partnership of independent agents, companies, technology vendors, user groups, and associations dedicated to enhancing the use of technology and improved work flows within the Independent Agency System.