Insurance CRM vs Insurance Agency Management System 20 Questions You MUST Ask!
Use the 20 questions I am about to go over to determine what tasks and functions should happen in your CRM vs the Agency Management System.
Many Agency Management Systems are adding CRM-type functionality
Your Two Main Objectives are to:
Have your entire team consistently use the same tools for key tasks and functions
Use as few tools and tabs as possible to effectively complete key tasks and functions
“The more tabs and tools your team has to use to accomplish a task or function, the less likely it is to actually get done!”
Dr. Billy R. Williams
