Search found 21 matches

by SteveAnderson
Mon Jun 04, 2018 2:08 pm
Forum: Opinions
Topic: Total CSR Online Training Program - Does anyone know about this?
Replies: 2
Views: 6246

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...
by SteveAnderson
Wed Jul 12, 2017 11:30 am
Forum: Opinions
Topic: Agency Management System
Replies: 92
Views: 184604

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.
by SteveAnderson
Tue May 13, 2014 2:18 pm
Forum: Opinions
Topic: Mobile app opinions?
Replies: 4
Views: 5533

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...
by SteveAnderson
Sat Feb 08, 2014 10:01 am
Forum: Opinions
Topic: Agency Management System
Replies: 242
Views: 1300505

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...
by SteveAnderson
Mon Feb 04, 2013 12:16 pm
Forum: Opinions
Topic: Best mgmt system for small agency
Replies: 11
Views: 82475

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...
by SteveAnderson
Thu Jan 24, 2013 7:59 am
Forum: Opinions
Topic: Credit Card Processing
Replies: 20
Views: 31616

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...
by SteveAnderson
Fri Jan 18, 2013 12:12 pm
Forum: Opinions
Topic: The New Small Insurance Agency
Replies: 4
Views: 13002

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?
by SteveAnderson
Mon Nov 19, 2012 11:41 am
Forum: Opinions
Topic: Mgmt Systems-Nexsure vs Ebix vs Hawksoft vs OTHER??
Replies: 6
Views: 10004

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 ...
by SteveAnderson
Tue Sep 25, 2012 1:01 pm
Forum: Opinions
Topic: Agency Management System
Replies: 242
Views: 1300505

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
by SteveAnderson
Fri Jul 06, 2012 5:10 am
Forum: Opinions
Topic: Agency Management System
Replies: 242
Views: 1300505

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.
by SteveAnderson
Thu May 03, 2012 10:41 am
Forum: Opinions
Topic: NEEDED:History and Current Trends of the Independent Agent
Replies: 6
Views: 3779

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...
by SteveAnderson
Mon Nov 28, 2011 1:54 pm
Forum: Opinions
Topic: Agency Management System
Replies: 242
Views: 1300505

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....
by SteveAnderson
Mon Nov 28, 2011 1:50 pm
Forum: Opinions
Topic: Agency Management System
Replies: 242
Views: 1300505

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...
by SteveAnderson
Fri Sep 02, 2011 12:20 pm
Forum: Opinions
Topic: Agency Management System
Replies: 242
Views: 1300505

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 ...
by SteveAnderson
Sat Apr 09, 2011 7:13 am
Forum: Opinions
Topic: QQ Evolution/Solution Management System?
Replies: 11
Views: 12685

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...