Search found 5 matches

by itc79
Tue Jul 18, 2017 10:47 am
Forum: Opinions
Topic: Agency Management System
Replies: 92
Views: 184270

Re: Agency Management System

Stay away from Applied and Vertafore, this is time to get far away!
by itc79
Fri Jul 07, 2017 12:08 pm
Forum: Opinions
Topic: Agency Management System
Replies: 92
Views: 184270

Re: Agency Management System

It would be great to have an AMS like Saleforce.com. The AMS does the core processes for insurance but does not into accounting, reports, and other areas where another company can do it better. That was my knock on Nexsure, they are not terrible for basic policy administration, but the reports will ...
by itc79
Fri Jul 07, 2017 6:56 am
Forum: Opinions
Topic: Agency Management System
Replies: 92
Views: 184270

Re: Agency Management System

Our Agency is using Nexsure now. Biggest issue is reports. They said there is a solution called their "Data Warehouse", but ran a demo on it and it was still a static reporting system that had to programed for each report and field you need. I stand by 3 to 6 months if you are switching. M...
by itc79
Thu Jul 06, 2017 1:43 pm
Forum: Opinions
Topic: Agency Management System
Replies: 92
Views: 184270

Re: Agency Management System

I think agencies should invest 3-6 months to make a proper selection. Require vendors to complete a formal RFP and provide references of companies that have recently went live with a similar set of functionality as you would be. This is a huge decision, don't take it lightly. I'd also warn against h...
by itc79
Wed Jul 05, 2017 11:23 am
Forum: Opinions
Topic: Agency Management System
Replies: 92
Views: 184270

Re: Agency Management System

Used TAM, AMS360, and Nexsure. Here is our take, AMS and TAM are both owned by large companies who care very little about their customers. If you are very vanilla agency with no expectations of doing anything atypical for the insurance industry (integrations, data analytics, or anything that wasn't ...