You may be trying to access this site from a secured browser on the server. Please enable scripts and reload this page.
Turn on more accessible mode
Turn off more accessible mode
Skip Ribbon Commands
Skip to main content
Turn off Animations
Turn on Animations
Hidden Anchor
Follow
Special Menu
About
Big "I" Celebrates 125 Years
Contact Us
Find an Agent
Member Directory
Find State Association
International Members
Your State
Media
Find an Agent
Sign In
search
main menu
panel menu
It looks like your browser does not have JavaScript enabled. Please turn on JavaScript and try again.
default
Services
Programs
ACT
Ask an Expert
Best Practices
Big "I" Hires
Company Partners
Trusted Choice Relief Fund
Diversity
E&O Risk Management
Government Affairs
IA Magazine
InsurPac
InVEST
Legal Advocacy & Governance
Marketing and Branding
TechCompare
Trusted Choice
Virtual University
Young Agents
Products
Big "I" Markets
Big "I" Flood
Crump Life Insurance Services
Big "I" Alliance
Employee Benefits
Home Business
InsurBanc
Professional Liability
Retirement
Umbrella
Business Resources
Resources
Big "I" News
IA Magazine
Virtual University
Ask an Expert
Agency Universe Study
How To Start An Independent Agency
Agency Perpetuation
Market Share Report
Technology
Marketing
Diversity & Inclusion
Right Start Series
Cyber Resources
Talent Recruitment
E&O Risk Management
Disaster Relief Fund
Contract Review
Young Agents
Events Calendar
Webinars
Branding and Marketing
Market Access
Market Access Newsletter
Events
ACT Meeting
Big "I" Fall Leadership Conference
Events Calendar
Big "I" Winter Meeting
Webinars
Government Affairs
Issues
InsurPac
Legislative Conference
Press Releases
Belong
Technology Solutions for Your Business
Be Efficient
Technology Solutions for Your Business
ACT Members
ACT Work Groups
Be Efficient
Download
E-Signature
Going Paperless
Real Time & eServicing
System Purchases
Currently selected
Agency Workflow
Internet Marketing
Websites and Social Media
Sales and Marketing
Customer Experience
Agency Cyber Guide
Planning and Security
Security and Privacy
Changing Nature of Risk
Carriers, E & S Markets
Agency/Carrier Technology - Agreements, Transactions
Ease of Doing Business
ACT E&S Page
Interface and Communications
Webinars
IMPACT Partner Videos
Podcasts
ACT Meetings
ACT Newsletter
default
None
System Purchases
false,false,1
Managing the System Upgrade Process
Agencies are constantly reminded that they must keep their software updated to the latest version. Agency management systems vendors tout the latest features and benefits of their new releases. Software users groups remind you that these features will improve agency efficiency. IIABA promotes staying current with technology. And your agency technical support staff/consultant can’t imagine the agency will survive without the latest ‘hot’ operating system and/or software.
[more]
Evaluating ASPs: Issues Agents Should Consider
This agency checklist is designed to assist independent agencies in evaluating ASP opportunities by recommending a series of questions for agents to ask and then providing perspective on those questions. The checklist is divided into four major sections:
[more]
Top 10 Reasons to Use an Agency Management System
Today’s agency management system is the central hub for an independent agency’s information and helps to standardize the agency’s workflows. This article discusses the top ten ways in which agencies benefit from using such a system. It also provides a great checklist for current users to make sure they are taking full advantage of their system’s major capabilities.
[more]