Search found 7 matches

by vla01001
Mon Jun 15, 2015 1:43 pm
Forum: Opinions
Topic: Agency Management System
Replies: 243
Views: 2475623

Re: Agency Management System

I did look at Hawksoft, but it feels too old. We actually had a system when we first started. We ordered it from a company in Idaho. I dont remember the name of that system, it has been a few years. But it came in a disk which we needed to download on our computers. Terrible. We paid of 2k for the d...
by vla01001
Thu Jun 11, 2015 1:54 pm
Forum: Opinions
Topic: Agency Management System
Replies: 92
Views: 323723

Re: Agency Management System

We just moved from QQ. Primarily because of our commercial accounts. Personal lines is not a problem with QQ, but commercial is another story. Primarily because of coverages (non existing with QQ for commercial), also commissions. We are paid upfront commissions with some carriers. Where we withhold...
by vla01001
Thu Jun 11, 2015 10:42 am
Forum: Opinions
Topic: Email Mkting / Newsletter Software Suggestions?
Replies: 4
Views: 26708

Re: Email Mkting / Newsletter Software Suggestions?

We use mailchimp its free and its made for email marketing.
by vla01001
Thu Jun 11, 2015 10:39 am
Forum: Opinions
Topic: Is Google going to run the independent agent out of business
Replies: 20
Views: 141394

Re: Is Google going to run the independent agent out of busi

I am an agent selling commercial P&C. I personally buy my car insurance online, and not even from a carrier I have an appointment with. Why not? The price is better. Why would a personal car insurance buyer need an agent? Claims are handled by the carrier, payments are handled by the carrier, ID...
by vla01001
Thu Jun 11, 2015 10:27 am
Forum: Opinions
Topic: EZLynx Management System
Replies: 5
Views: 29435

Re: EZLynx Management System

Common now, you cant even compare Ezy linx to Semcat. Just download the Semcat app and you will see. It looks nice, it functions very well and the quotes are not done based on the rates carriers submit to the state insurance department (most raters use those rates, which are often outdated), but ins...
by vla01001
Thu Jun 11, 2015 10:08 am
Forum: Opinions
Topic: CSR service desk volume
Replies: 5
Views: 29421

Re: CSR service desk volume

We run a commercial P&C agency. Average size of our accounts is 15k. We have 3 agents and 3 CSRs. The size of our book is little over 11 million. I would not hire more than one CSR for your book. I dont even know how you could afford to hire more than one. I guess it all depends on the type of b...
by vla01001
Wed Jun 10, 2015 9:57 am
Forum: Opinions
Topic: Agency Management System
Replies: 243
Views: 2475623

Re: Agency Management System

We have been selling trucking insurance for the last 7 years. Primarily with progressive, some northland and through a few brokers. We never needed a management system. progressive has a nice system and 80 % of our book is there. We just used quick books for accounting and mostly excel spread sheets...