Search found 148 matches
- Wed Jul 12, 2017 11:40 am
- Forum: Opinions
- Topic: Agency Management System
- Replies: 92
- Views: 320995
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...
- Wed Jul 12, 2017 10:08 am
- Forum: Opinions
- Topic: Agency Management System
- Replies: 92
- Views: 320995
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...
- Wed Jul 12, 2017 5:39 am
- Forum: Opinions
- Topic: Agency Management System
- Replies: 92
- Views: 320995
Re: Agency Management System
Not really agency management...
https://www.nowcerts.com/
http://www.acords.com/pricing.html
http://www.echosage.com/
https://www.nowcerts.com/
http://www.acords.com/pricing.html
http://www.echosage.com/
- Wed Jul 12, 2017 5:34 am
- Forum: Opinions
- Topic: Agency Management System
- Replies: 92
- Views: 320995
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...
- Tue Jul 11, 2017 5:56 pm
- Forum: Opinions
- Topic: Agency Management System
- Replies: 92
- Views: 320995
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...
- Mon Jul 10, 2017 4:50 am
- Forum: Opinions
- Topic: Agency Management System
- Replies: 92
- Views: 320995
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...
- Fri Jul 07, 2017 12:45 pm
- Forum: Opinions
- Topic: Agency Management System
- Replies: 92
- Views: 320995
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...
- Fri Jul 07, 2017 7:04 am
- Forum: Opinions
- Topic: Agency Management System
- Replies: 92
- Views: 320995
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.
- Fri Jul 07, 2017 6:12 am
- Forum: Opinions
- Topic: Agency Management System
- Replies: 92
- Views: 320995
Re: Agency Management System
We need a secure open source solution with useful API's.
- Thu Jul 06, 2017 2:09 pm
- Forum: Opinions
- Topic: Agency Management System
- Replies: 92
- Views: 320995
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...
- Thu Jul 06, 2017 2:05 pm
- Forum: Opinions
- Topic: Agency Management System
- Replies: 92
- Views: 320995
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...
- Wed Jul 05, 2017 11:57 am
- Forum: Opinions
- Topic: Agency Management System
- Replies: 92
- Views: 320995
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.
- Thu Jun 29, 2017 4:39 am
- Forum: Opinions
- Topic: Certificate of Insurance Tracking - Access or Excel Database
- Replies: 22
- Views: 230190
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.
- Thu Jun 29, 2017 4:35 am
- Forum: Opinions
- Topic: E-Signature
- Replies: 4
- Views: 9435
Re: E-Signature
DocuSign or RSign
- Thu Jun 29, 2017 4:34 am
- Forum: Opinions
- Topic: Agency Management System
- Replies: 92
- Views: 320995
Re: Agency Management System
PM me. Let's talk.