Reasons why you should consider Agency Management Software for your Business
No agency would want to invest with a technology vendor but rather work alongside a technology partner.
When you are ready to introduce new software to the organisation, the selected technology partner needs to provide a proven track record of the solution you need. Check their team on how well and experienced they are with the software implementation. This can assure you they can understand the industry and are fluent in agency best practices.
Why should you implement agency management software?
Even for human beings, implementing large-scale changes can be challenging. And if the staff has never implemented a financial platform, the magnitude of the problem increase. Most common problems:
People don’t know where to start
Staff often fail to develop an implementation plan
There can be issues with exporting and importing data
Developing accurate timelines can be hard
Changing financial platforms can be challenging. We have seen time and time again the benefits of partnering with us over choosing a vendor or online solution. Whilst online guides can be great, there is no substitute for a partner who has a track record, has a proven implementation plan, and knows how to extract the right information and utilise it correctly to get the new system up and running.
Asking for customer references is a great way to improve the qualification process. It helps to picture an idea of the “behind-the-scenes” look at how a prospective partner has dealt with the whole process and if they have a support team to back up the aftersales.
After all, you would want a partner who is there as your agency grows. A company is there for the long haul, not just to sell the product.
How can we help?
If you are looking for a new partner for your agency, give us a call and we can start planning a future together.