Search found 148 matches

by pageltd
Wed Jul 12, 2017 11:40 am
Forum: Opinions
Topic: Agency Management System
Replies: 92
Views: 184102

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. Does either company and/or Salesforce encrypt your client data? If so, specifically how is that data encrypte...
by pageltd
Wed Jul 12, 2017 10:08 am
Forum: Opinions
Topic: Agency Management System
Replies: 92
Views: 184102

Re: Agency Management System

Since Agency Management is an all-encompassing term, there are many facets and many different programs that run. As a result, there is no ONE solution. Some more resources here: ACORD Forms http://www.simply-easier-acord-forms.com/cap_dat_acord_agency_management/ Payment processing: https://www.simp...
by pageltd
Wed Jul 12, 2017 5:34 am
Forum: Opinions
Topic: Agency Management System
Replies: 92
Views: 184102

Re: Agency Management System

A few more... https://agencyintel.com/ http://www.agencymatrix.com/ https://www.getitc.com/ http://www.qqsolutions.com/ Requires Saleforce http://www.veruna.com/ https://techcanary.com/ Salesforce pricing https://www.salesforce.com/solutions/small-business-solutions/pricing/ I particularly like when...
by pageltd
Tue Jul 11, 2017 5:56 pm
Forum: Opinions
Topic: Agency Management System
Replies: 92
Views: 184102

Re: Agency Management System

And if that wasn't enough, there are a number of software programs (hosted, and in-house) that do not get enough attention. Here they are in no particular order: https://sisware.com/ http://www.jenesissoftware.com/ http://www.agencysoftware.com/ https://agencysystems.com/ https://www.hawksoft.com/ h...
by pageltd
Mon Jul 10, 2017 4:50 am
Forum: Opinions
Topic: Agency Management System
Replies: 92
Views: 184102

Re: Agency Management System

That article was published in 2011, so it's a little dated. Plus, it's too general, referring to CRM software...not specifically Agency Management System. I think that highlights the difficulty for software developers and why there are (2) programs that are designed around Salesforce. Balancing gene...
by pageltd
Fri Jul 07, 2017 12:45 pm
Forum: Opinions
Topic: Agency Management System
Replies: 92
Views: 184102

Re: Agency Management System

Not sure how I feel about Salesforce, but I know there are (2) programs that run in conjunction with Salesforce. One is Tech Canary and the other is Veruna. I know next to nothing about either of these. Problem is that Salesforce can be expensive. The other, at the risk of sounding like a luddite is...
by pageltd
Fri Jul 07, 2017 7:04 am
Forum: Opinions
Topic: Agency Management System
Replies: 92
Views: 184102

Re: Agency Management System

I stand by my belief that a new system needs to be built from the ground up, not tied to any other CRM program, with API's so that it can be linked to other programs in the back-end.
by pageltd
Fri Jul 07, 2017 6:12 am
Forum: Opinions
Topic: Agency Management System
Replies: 92
Views: 184102

Re: Agency Management System

We need a secure open source solution with useful API's.
by pageltd
Thu Jul 06, 2017 2:09 pm
Forum: Opinions
Topic: Agency Management System
Replies: 92
Views: 184102

Re: Agency Management System

I totally agree that you should have multiple tools to do business. For example, we use Docusign to obtain e-signatures. We also use RPost to send encrypted emails, with the Gmail plugin (we use GSuite which is business grade email). RPost offers a digital signature component but at this point we're...
by pageltd
Thu Jul 06, 2017 2:05 pm
Forum: Opinions
Topic: Agency Management System
Replies: 92
Views: 184102

Re: Agency Management System

3-6 months to do what? You don't know anything about a software system unless you've had a chance to run it through it's paces in a real world scenario. Most software vendors will not let you access a working demo, and if they do the time period will not be adequate (and there will not be enough dat...
by pageltd
Wed Jul 05, 2017 11:57 am
Forum: Opinions
Topic: Agency Management System
Replies: 92
Views: 184102

Re: Agency Management System

So basically we're back to the idea that there is a need for a new system that will do things well, but not try to do everything.
by pageltd
Thu Jun 29, 2017 4:39 am
Forum: Opinions
Topic: Certificate of Insurance Tracking - Access or Excel Database
Replies: 22
Views: 123919

Re: Certificate of Insurance Tracking - Access or Excel Database

Have someone build you a simple access database with entry screens, report / query functionality. A competent programmer could do this for this for very little money.
by pageltd
Thu Jun 29, 2017 4:35 am
Forum: Opinions
Topic: E-Signature
Replies: 4
Views: 5557

Re: E-Signature

DocuSign or RSign
by pageltd
Thu Jun 29, 2017 4:34 am
Forum: Opinions
Topic: Agency Management System
Replies: 92
Views: 184102

Re: Agency Management System

PM me. Let's talk.