Search found 21 matches
- Mon Jun 04, 2018 2:08 pm
- Forum: Opinions
- Topic: Total CSR Online Training Program - Does anyone know about this?
- Replies: 2
- Views: 11340
Re: Total CSR Online Training Program - Does anyone know about this?
You found them early as they just launched on June 1. Yes, they are legitimate and do focus on the skills and knowledge necessary to train a new staff member without insurance experience to be able to process insurance transactions for all major lines of coverage. I have had access to the platform f...
- Wed Jul 12, 2017 11:30 am
- Forum: Opinions
- Topic: Agency Management System
- Replies: 92
- Views: 418500
Re: Agency Management System
A clarification: Veruna and Tech Canary are built on the Salesforce platform and the costs associated with Salesforce are included in their pricing. A separate subscription is not required.
- Tue May 13, 2014 2:18 pm
- Forum: Opinions
- Topic: Mobile app opinions?
- Replies: 4
- Views: 9946
Re: Mobile app opinions?
From a development and implementation standpoint a responsive website is much easier to implement than a native mobile application. A responsive website automatically optimizes web pages to fit whatever device screen size is accessing the website. Unfortunately, consumers appear to prefer native app...
- Sat Feb 08, 2014 10:01 am
- Forum: Opinions
- Topic: Agency Management System
- Replies: 243
- Views: 2848338
Re: Agency Management System
Hi Freesoul. Choosing the best agency management system for your organization is a difficult process. At my last count there are 36 different agency management system products available to insurance agents from 24 different vendors. A place for you to start the process of evaluating agency managemen...
- Mon Feb 04, 2013 12:16 pm
- Forum: Opinions
- Topic: Best mgmt system for small agency
- Replies: 11
- Views: 191725
Re: Best mgmt system for small agency
There are several other conversation on this forum about agency management systems that you should read. My research shows there are about 35 different agency management system product offerings from about 25 different vendors. There is a system for any size agency that is affordable. The best place...
- Thu Jan 24, 2013 7:59 am
- Forum: Opinions
- Topic: Credit Card Processing
- Replies: 20
- Views: 48872
Re: Credit Card Processing
For payment processing services you should check out http://www.simplyeasierpayments.com/agencyversion.html. This company provides payment processing services for a number of industries including insurance. It can manage payment processing for an insurance agency with no cost to the agency. I know i...
- Fri Jan 18, 2013 12:12 pm
- Forum: Opinions
- Topic: The New Small Insurance Agency
- Replies: 4
- Views: 18863
Re: The New Small Insurance Agency
I'm glad you liked the article. I really do believe now is a great time to be an agent. I'm curious what others are experiencing. What are the opportunities and/or challenges you are facing in starting an insurance agency today?
- Mon Nov 19, 2012 11:41 am
- Forum: Opinions
- Topic: Mgmt Systems-Nexsure vs Ebix vs Hawksoft vs OTHER??
- Replies: 6
- Views: 15056
Re: Mgmt Systems-Nexsure vs Ebix vs Hawksoft vs OTHER??
Choosing the best agency management system for you agency can be a difficult task. At my last count there are 35 agency management system products from 25 different vendors. You want to choose something adequate for your needs now but also will be able to grow with you. I recommend you take my free ...
- Tue Sep 25, 2012 1:01 pm
- Forum: Opinions
- Topic: Agency Management System
- Replies: 243
- Views: 2848338
Re: Agency Management System
You can go to http://www.AgencyUserReviews.com and look for Aspire for any reviews that other agency users might have left.
Steve Anderson
www.SteveAnderson.com
Steve Anderson
www.SteveAnderson.com
- Fri Jul 06, 2012 5:10 am
- Forum: Opinions
- Topic: Agency Management System
- Replies: 243
- Views: 2848338
Re: Agency Management System
As a resource for your research for the best agency system for your organization you should take a look at http://www.AgencyUserReviews.com. It is a rating and review site that allows anyone to post their experience with the systems they use. There is a section for Agency Management Systems.
- Thu May 03, 2012 10:41 am
- Forum: Opinions
- Topic: NEEDED:History and Current Trends of the Independent Agent
- Replies: 6
- Views: 7737
Re: NEEDED:History and Current Trends of the Independent Age
Another source you should consider is Rough Notes. The magazine has been around for a long time and their past articles could be a good source of information for how agencies operated in the past. I don't know how easy it would be to access their archives but would be worth a try. Let me know if you...
- Mon Nov 28, 2011 1:54 pm
- Forum: Opinions
- Topic: Agency Management System
- Replies: 243
- Views: 2848338
Re: Agency Management System
A resource for any agency researching the purchase of a product or service for their agency (including agency and document management systems) is http://www.AgencyUserReviews.com. This site allows any agency user to rate and review their experience with various agency vendors, products and services....
- Mon Nov 28, 2011 1:50 pm
- Forum: Opinions
- Topic: Agency Management System
- Replies: 243
- Views: 2848338
Re: Agency Management System
John J90, there are many systems available even for the smallest agency. You can also take a short email course I developed to help agents with the system selection process. You can sign up at: http://steveanderson.com/choosing-the-best-agency-management-system/. Included is a list of products avail...
- Fri Sep 02, 2011 12:20 pm
- Forum: Opinions
- Topic: Agency Management System
- Replies: 243
- Views: 2848338
Re: Agency Management System
I am not aware of any type of agency management system that currently utilizes force.com and/or salesforce.com. I do know of a couple of small agencies that use salesforce exclusively and don't have a traditional agency management system. But these agents are small. For an agency of your size there ...
- Sat Apr 09, 2011 7:13 am
- Forum: Opinions
- Topic: QQ Evolution/Solution Management System?
- Replies: 11
- Views: 25633
Re: QQ Evolution/Solution Management System?
Selecting an agency management system can be a difficult process. There are 34 different products available. Each have their pro's and con's. Selecting the right system for your agency is a very important decision as you will not likely change systems quickly. I have created a short email course I d...