I am an agent in waiting, my license is being placed and I am waiting for the State Insurance commission to return my license.
I am a second career professional. I am looking for suggestions on data base management tools. I brain stormed what I am seeking in a software program and am looking for suggestions. I do not wish to reinvent the wheel and would welcome suggestions on tools currently available that offer interconnectivety. I have subscribed to the Insurance Journal and await my first issue.
When I here that I should develope a card file system I realize that someone missed the turn onto the information highway.
I would like to input all pertinent information applicable to a prospect or client, including birthdays and anniversaries. I would like files for specific accounts that can be accessed and notes recorded.
I would like to have the data available or sorted in different options, such as a calendar displaying birthdays for the month, or anniversaries. Additionally, I would like to generate mailing labels.
Are there Insurance industry specific Management information tools available that readers would recommend?
Thanks from a future Agent
Management Information Systems
Moderators: Josh, independent guy
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There are a number of "agency management" softwares available. <a href='http://www.ams.com' target='_blank'>AMS</a> and <a href='http://www.appliedsystems.com' target='_blank'>Applied Systems</a> are the market leaders. We have a recent interview with Applied Systems that would probably answer some of your questions.
<a href='http://www.insurancejournal.com/interviews/applied/' target='_blank'>Agency Management Systems Interview</a>
If you have a chance to go to an agent convention you'll probably find several agency management software vendors exhibiting. That'd be a good chance to check them out.
You'd probably also do well with a "contact manager" software. As the previous post said, you'll be able to do everything you've mentioned. Goldmine looks like a good program though I've never used. We use ACT! in the office but I'm not a big fan. This link might help you here.
<a href='http://www.cnet.com/software/search/1,1 ... n=&ca=8888' target='_blank'>Contact Manager Reviews</a>
This one is worth a look too - request a demo if you're a try before you buy person
Surado Solutions
<a href='http://www.smartcontactmanager.com/' target='_blank'>http://www.smartcontactmanager.com/</a>
<a href='http://www.insurancejournal.com/interviews/applied/' target='_blank'>Agency Management Systems Interview</a>
If you have a chance to go to an agent convention you'll probably find several agency management software vendors exhibiting. That'd be a good chance to check them out.
You'd probably also do well with a "contact manager" software. As the previous post said, you'll be able to do everything you've mentioned. Goldmine looks like a good program though I've never used. We use ACT! in the office but I'm not a big fan. This link might help you here.
<a href='http://www.cnet.com/software/search/1,1 ... n=&ca=8888' target='_blank'>Contact Manager Reviews</a>
This one is worth a look too - request a demo if you're a try before you buy person
Surado Solutions
<a href='http://www.smartcontactmanager.com/' target='_blank'>http://www.smartcontactmanager.com/</a>
Josh Carlson
Insurance Journal
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Hello
We are a new agency but found a nice management system for only $600.00.
<a href='http://www.qqonline.com/update/default.asp?prog=qf' target='_blank'>http://www.qqonline.com/update/default.asp?prog=qf</a>
Quickfile systems
We are a new agency but found a nice management system for only $600.00.
<a href='http://www.qqonline.com/update/default.asp?prog=qf' target='_blank'>http://www.qqonline.com/update/default.asp?prog=qf</a>
Quickfile systems
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You could also try Hawksoft, we have been using it for about 2 years and it meets all our needs.
http://www.hawksoftinc.com
http://www.hawksoftinc.com