The switch to an agency management system (AMS) is an exciting change for any agency, but it’s not a decision to be made lightly. Not all software is created equal after all. Today we’ll be taking a look at three key questions that should come to mind when considering your choice of a management system for your agency.
These questions will help you establish your needs and provide a peace of mind for both you and your fellow agents knowing that their client’s information is safe and secure, and that they have a reliable and constantly updated system always within reach.
3 Questions to Ask When Considering a Management System for Your Agency
The time has come to change your agency’s focus from paper-based solutions, to digital ones. A management system is the future for all insurance agencies, but the choice of which one to adopt can be a daunting one. Prior to making your decision, we here at QQSolutions want you to ask yourself three questions about our system, QQCatalyst, so you can have a full picture of what our software offers.
1. What Features or Tools Does the AMS Have?
If you’re switching over to an AMS, you need to know that it can perform all of the tasks you need both quickly and efficiently. With QQCatalyst, we built our software from the ground up to be a full suite of options for modern insurance agents.
With support for industry standards like ACORD and IVANS forms, along with an intuitive interface, and the ability to download additional apps via our marketplace, QQCatalyst offers all of the features you could want or need in a management system.
We are also regularly updating the software with new features and tweaks that are based on customer feedback. It is truly a program made for the modern insurance agency and constantly adapts to the changing industry.
2. What Costs are there around Hardware, Software, and Training?
The beauty of QQCatalyst is the simplicity of its implementation. Our software doesn’t require to you to purchase physical discs for installation, nor does it require you to upgrade the hardware for your entire agency. Instead, all of the software is cloud-based, meaning it runs on remote servers. For you, as an agent, you need only possess a device with an internet connection.
By accessing the software via the cloud, you don’t have to worry about spending time or money physically upgrading and installing the software. We handle all of the upgrades and modifications on our end, and you enjoy a seamless transition.
In terms of training, we provide a fast and quick transition to the new software, in addition to ongoing support over the phone during business hours. Various how-to-videos, online webinars, and other resources are also available on our website at any time.
3. How Secure is the Software?
Our customers enjoy the peace of mind that a cloud-based solution offers. The software itself, QQCatalyst, is hosted on the Microsoft Azure cloud which is based in a Tier-IV data center monitored both physically and virtually at every hour of the day for 365 days per year.
This rock-solid infrastructure is combined with a second-tier of security. The client information that insurance agencies store in our program is contained in a separate server provided by Amazon Web Services. These encrypted and constantly monitored servers ensure that your client’s information is always secured and safe from data breach.
With this knowledge in hand, you are prepared to make an educated decision regarding your agency management system. Choose QQCatalyst for a secure, functional, and constantly evolving solution to all of your agency’s needs.
