Search found 2 matches

by tpearson2040
Thu May 17, 2018 11:50 am
Forum: Opinions
Topic: Agency Managment Systems
Replies: 3
Views: 3148

Re: Agency Managment Systems

Have you looked at Xanatek? Their system is called IMS4, and the system is very user-friendly. You can add any type of policy type/name in their administrative settings area, update when and how you need to do so. They have Acord forms, offer downloading, form letters (merge from Word), email, repor...
by tpearson2040
Wed Jan 24, 2018 3:03 pm
Forum: Opinions
Topic: Independent Start Up
Replies: 17
Views: 12237

Re: Independent Start Up

Have you considered buying a small independent agency? Find someone who is nearing retirement and make them an offer, asking them to stick around for retention purposes for a year or so. This works well in Virginia.