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Benefits to Participants

  • No time spent contacting vendors scheduling demos – although AMS vendors provide demos all the time, we are making it easier from the members perspective by doing the leg-work to schedule all the demos.
  • Consistency in reviewing multiple systems – the structured format of the one-hour demos will maintain consistency between the vendors. Steve will serve to keep demos on track and be sure that the vendors cover all of the same features, so they have a legitimate comparison.
  • Tools for reviewing and analyzing each system – we will provide the members with tools and checklists to use throughout the webinar series, so they have the documentation needed to conduct further research and analysis.
  • Individual vendor contacts for each system – Steve will work with each vendor to provide direct contact with each vendor for follow-up.
  • Access to recorded versions of the webinars for nine months following completion of the live webinar series.
AMS Selection Summit

Agency Management System Options for Agencies 

Agency technology expert Steve Anderson serves as a virtual matchmaker between independent agencies and the leading agency management system vendors. The Agency Management System Selection Summit will help agencies who think they might need to update or replace their existing agency management system. The Summit provides an easy way for agency owners to compare and contrast the top Agency Management Systems and vendors to start the process of deciding which platform might be the best fit for their organization.  The virtual Summit consists of twenty 90-minute webinars, each featuring a different system management system platform handpicked by Steve to be involved. 

 You'll receive access to Steve's Agency System Selection Digital Course, which includes:

  • Details on the 5-Step process Steve has used to help hundreds of agents and brokers select the best system for their organization.
  • A comprehensive list of agency management system vendors and their platforms (there are over 40).
  • A simple comparison grid of various platform functionality.
  • What to consider when choosing a hosted platform.
  • Samples of all the forms Steve uses when consulting with clients including a sample request for information, vendor demo script, AMS vendor demo scoring sheet and comparison, and an annual AMS System Cost Calculation spreadsheet.

Recordings of all of the Summit vendor demo videos will be available so you can review what was presented. A direct contact for each vendor for any follow-up information.

Click here to view additional details.