Join Us On Wednesday, March 11, 2020
Four Points by Sheraton
333 S Service Rd, Plainview, NY 11803
12:00 pm - Registration & Buffet Lunch
12:30 pm - Program Begins
Members: $45.00 * Non-Members: $52.00
Sponsorship: $425
Insurance agency management systems help insurance agencies handle their business. These systems provide software to help agents enhance relationships with customers, clients, and prospects. In addition, these tools include back-office features such as automated workflows and commission processing to facilitate agency efforts.
Insurance agency management systems are an integral tool. These systems help agencies of all sizes track and maintain relationships with clients, improve marketing and sales efforts, and monitor the sales performance of their agency.
When the time comes to change your system, the choice can be difficult. To learn more about what other agents are using, please join us at this meeting.
Our moderator will be Lisa Lounsbury, CAE, AAI, AIS - President & CEO Big I New York. The panel will include local independent insurance agents, who will discuss such management systems as AMS 360, Applied TAM, Hawksoft and others. One of our panel members will be discussing their agency's switch this past year and the pros and cons of their experience.
