Search found 148 matches

by pageltd
Fri Nov 17, 2017 11:22 am
Forum: Opinions
Topic: Yodle for Marketing?
Replies: 6
Views: 9463

Re: Yodle for Marketing?

You need to ask Yodle for the name and contact info for some retail insurance agencies they've worked with. Then you need to call and ask all the right questions of the agency principal who contracted with Yodle. Believe me, if you've found a source for insurance leads that consistently gives you a...
by pageltd
Fri Nov 17, 2017 11:21 am
Forum: Opinions
Topic: Yodle for Marketing?
Replies: 6
Views: 9463

Re: Yodle for Marketing?

if you only believe 40% of what they are telling you, that's not good at all.

I would run away...fast!
by pageltd
Fri Nov 17, 2017 11:20 am
Forum: Opinions
Topic: Is the independent insurance agency channel healthy?
Replies: 24
Views: 60140

Re: Is the independent insurance agency channel healthy?

bvstewart wrote: Tue Nov 07, 2017 1:47 pm I was hoping someone would reply. This would be an interesting discussion.
I agree. I think people are scared to reply.
by pageltd
Fri Nov 17, 2017 11:19 am
Forum: Opinions
Topic: Agency Management System
Replies: 92
Views: 183828

Re: Agency Management System

Here's one worth looking at:

http://www.agencysoftware.com/products/
by pageltd
Fri Nov 17, 2017 11:16 am
Forum: Hard-to-Place Accounts
Topic: Binding Coverage Same Day as Quote
Replies: 6
Views: 29923

Re: Binding Coverage Same Day as Quote

Sure, I do it frequently. In some cases you can even back date coverage. Depends on the company.
by pageltd
Fri Sep 29, 2017 9:29 am
Forum: Opinions
Topic: Agency Management System
Replies: 92
Views: 183828

Re: Agency Management System

Yes, we looked at them, but they do the same thing all the other "application systems" do, simply fill in the forms and you don't have any real access to the data. The QwikSUBmit system generates automatic renewals for you, and while lots of systems say they "generate renewals" ...
by pageltd
Thu Sep 28, 2017 8:09 am
Forum: Opinions
Topic: Agency Management System
Replies: 92
Views: 183828

Re: Agency Management System

No I do not own that company but have worked with them to help design this. It's a great program and is addressing the issues of managing your application submissions and renewals which no one else is addressing. I can purchase an ACORD Advantage Membership for $300, have access to ALL 700+ forms a...
by pageltd
Thu Sep 28, 2017 8:06 am
Forum: Opinions
Topic: Agency Management System
Replies: 92
Views: 183828

Re: Agency Management System

Honestly, if you liked your previous system, you should have stayed with it. AMS has had customers stay on platforms 10+ years and just quit paying support. Not something they really talk about. They have customers on systems they haven't supported since 2000...you just don't get updates. that woul...
by pageltd
Tue Sep 26, 2017 1:47 pm
Forum: Opinions
Topic: Agency Management System
Replies: 92
Views: 183828

Re: Agency Management System

Do you own that company...QwikSUBmit?
by pageltd
Wed Aug 23, 2017 12:20 pm
Forum: Opinions
Topic: Agency Management System
Replies: 92
Views: 183828

Re: Agency Management System

No system is perfect in all aspects. However, take a look at Strategic Insurance Software Partner XE. We recently moved from AMS Prime and looked at multiple systems, including but not limited to, AM360, Applied Epic, EZLynx, Nexsure and a host of others. We found SIS Partner XE to do what we neede...
by pageltd
Tue Jul 18, 2017 11:04 am
Forum: Opinions
Topic: Agency Management System
Replies: 92
Views: 183828

Re: Agency Management System

I just hit the send button on an email to a sales rep from one of the lesser software vendors. Basically the problem with the AMS industry is a model where they sell you software, allow you to install on your server (consider me a renegade when I say it's the only way I would run any software), then...
by pageltd
Mon Jul 17, 2017 7:03 am
Forum: Opinions
Topic: Agency Management System
Replies: 92
Views: 183828

Re: Agency Management System

We've been with Applied Systems (TAM) for about 20 years. I'm reluctant to switch because we know the system so well. However, every time we complete an acquisition it is delayed, they never compensate with decreased fees, and, in general, Applied seems incompetent to translate even a very simple d...
by pageltd
Thu Jul 13, 2017 11:27 am
Forum: Opinions
Topic: Is your data safe in the cloud?
Replies: 0
Views: 24001

Is your data safe in the cloud?

Here's why your data (your client's data) may not be safe in the cloud: http://www.darkreading.com/cloud/verizon-suffers-cloud-data-leak-exposing-data-on-millions-of-customers/d/d-id/1329344 This will cost them lots and lots of money. Hackers are persistent, it happens with more and more frequently,...
by pageltd
Thu Jul 13, 2017 9:52 am
Forum: Opinions
Topic: Agency Management System
Replies: 92
Views: 183828

Re: Agency Management System

BIG I conducts a study each year and summarizes insights important to independent agents. Attached is link to report excerpt. This may help narrow down management system providers to consider. http://www.independentagent.com/Resources/AgencyManagement/ACT/Pages/efficient/Workflow/2016%20Agency%20Un...
by pageltd
Wed Jul 12, 2017 11:59 am
Forum: Opinions
Topic: Agency Management System
Replies: 92
Views: 183828

Re: Agency Management System

You can disregard those questions, as I realized the questions presume to oversimplify the process and/or concept. It's complicated, as they say. But with that in mind, I think Zero Knowledge might be worthwhile if it could function with a working database. Because, no one else should ever have acce...