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Agency Management System Selection Summit webinar series

Tech guru Steve Anderson compares AMS platforms to help your agency find their best option

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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.

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Developed by Steve Anderson, an acknowledged expert on agency management systems, the Summit consists of about 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.

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WHAT's INCLUDED:

  • A “Should I Shop?” online Assessment to help agents decide if they should be looking at a new platform either from their existing vendor or if a new vendor might be appropriate.

  • ​​Details on the 5 Step Process I have 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 I use when consulting with clients including 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.​

  • LEARN MORE at STEVEANDERSON.COM



Series runs:
July 16 - 27
Webinars broadcast live at 9:00 am and 2:00 pm EDT, recordings available until April 2019.

Cost is $249 



HOW IT WORKS:
The Agenc​y Management System Selection Summit kicks off Monday, July 16, 2018, with an introductory webinar hosted by Steve on how to select an agency management system. Two (2) vendor demonstrations will be held per day ending on Friday afternoon, July 27, 2018.

Each vendor demonstration will be recorded. Access to the recording will be available online for approximately nine months following the last live webinar. We are putting a time limit on access because vendors are constantly updating their systems and we do not want agencies to view demos that are out of date.​