I'm new to the forum and hope I'm posting in the right area.
I'm with a small primarily P&C agency in a rural area. Our total BOB is between $2.5-$3 million and we have NO AMS. I came on board to buy the principal out in 4 years.
My background is with a direct commercial P&C insurer that had a great management system that spoiled me. I'm having a hard time managing xdates, appointment reminders, etc. and am looking for advice. I have tried the free version of Your Insurance Office and although it is great, I'm looking for something geared more toward P&C.
Does anyone have any suggestions or advice? Thanks in advance for anyone that replys.
I'm with a small primarily P&C agency in a rural area. Our total BOB is between $2.5-$3 million and we have NO AMS. I came on board to buy the principal out in 4 years.
My background is with a direct commercial P&C insurer that had a great management system that spoiled me. I'm having a hard time managing xdates, appointment reminders, etc. and am looking for advice. I have tried the free version of Your Insurance Office and although it is great, I'm looking for something geared more toward P&C.
Does anyone have any suggestions or advice? Thanks in advance for anyone that replys.