How to Choose the Best Agency Management System

Learn how to use Steve’s proven 5-step process for making sure you select the very best agency management system for your organization.

When you sign up for this free PDF report, you will learn the critical steps you must take to make sure you end up with the very best system to run your agency. You will also receive a list of every vendor and their product(s). This information alone will save you hours of research time!

I was responsible for finding, purchasing, and figuring out how to use the first in-house agency management system for the agency I worked at in about 1982. Since that time I’ve learned a lot about what an agency should do to make sure they select the very best agency management system for their organization. After much trial and error I have determined that there are five critical steps that must be taken to pick the “right” system. These steps are:

1. Creating a Strategy
2. Establishing System Requirements
3. Your Product Options
4. Vendor Demonstrations
5. Making the Decision

When you follow these critical steps in your agency management system selection process you will help make sure you do pick the very best system for your agency, regardless of the number of employees.

You may be surprised to learn that there are 36 different agency management system products from 28 different vendors. Determining which one you should buy can be overwhelming. And there are new options coming along all the time.