jrandall19
New Member
- 11
At the risk of sounding naive I would like some input regarding management systems. As someone who started an independent agency 4 yrs ago and came from a captive; i have never used a management system. We are about $1mi in premium, 1 ft, 1pt agent, 2 standard carriers, 2 non standard. We've been able to manage by utilizing the carriers own reporting to access our book performance reports, audits etc. We scan everything to a client virtual file and track all communication with Microsoft Business Contact manager which tracks all email communication, allows journal entries and provides options for bulk communications to our clientele.
I have been researching several mgmt system options and do not "see" the ROI of purchasing a system. I realize our patchwork system is a little more labor intensive, but cannot see where we'd get any lift in production, retention, or anything else to profitably grow the agency beyond our current efforts. Again, I need to see the ROI.
Am I missing something???? Any words of wisdom are much appreciated.
I have been researching several mgmt system options and do not "see" the ROI of purchasing a system. I realize our patchwork system is a little more labor intensive, but cannot see where we'd get any lift in production, retention, or anything else to profitably grow the agency beyond our current efforts. Again, I need to see the ROI.
Am I missing something???? Any words of wisdom are much appreciated.