NAILBA Perspectives - October 2016 - 40

XXX nailba's agency successor networking group Agency Management Systems: Where We Are, Where We Have Been,and Where We Are Going N Have you been identified as the next sitting principal of your agency? The ASNG Planning Committee works diligently to reach out to others in the industry who have transition experience and are willing to share what they learned in the process. Contact Annette Suriani, CMP, NAILBA's Manager of Meetings and Education, at 703.383.3069 or asuriani@nailba.org for more information on the Agency Successor Networking Group. 40 perspectives OCTOBER 2016 o matter what size your agency is, finding an Agency Management System (AMS) that fits your needs can be an arduous task. When you're a new principal or an independent, family-owned operation, it can present additional challenges. So how do you go about finding which platform will work for you? Our featured speaker for the July meeting of the Agency Successor Networking Group (ASNG) was Mike Abrahamson, Senior Business Analyst at SuranceBay, a software and solutions provider in the financial services market. He acts as a liaison between SuranceBay's clients and software engineers as both a project manager and subject matter expert. He also provides advanced user support, develops and designs reports, and manages two user group advisory boards. Prior to joining SuranceBay, Mike was Vice President, Director of Information Technology at NAILBA member agency Brokers' Service Marketing Group (BSMG), where he oversaw the IT Infrastructure, help desk, and software development environments at BSMG. When researching an AMS, Mike suggests becoming a member of a user group. When he was, he felt that part of the value was working with a company that was interested in his feedback. Because agencies are often forced to fit a square peg into a round hole, the user group experience offered an opportunity to learn from others' experience because part of the challenge is that there aren't a lot of technology solutions for agencies. Technology is constantly changing and as a result, you have to be forward thinking. There is often a lack of communication between software companies and end users. Software companies definitely ben- efit from the user community. The problem is there are a lot of people who don't know what they want. At SuranceBay, they sometimes use the phrase "You can't read the label from inside the jar." So from a solution provider perspective, they have to ask if what an agency or even an industry is asking for is really necessary. The provider needs to look at it from the agency's perspective. In other words, it is important that the solution provider understands the need rather than the want. They can work collaboratively with you and understand how the software will impact useability and how it solves a problem. So what solutions are being used? The members of ASNG used their monthly call to discuss two of the AMS they are familiar with. A number of agencies use Smart Office and some agencies have hung on to the now defunct GA platform. http://www.ebix.com/smart_office #Agents Agency Integrator-http://www. ipipeline.com/insurance-software/ insurance-application-software/ agency-integrator What we liked about it was that it helped track day-to-day operations. However, we learned the limitations, such as having all those capabilities required a lot of time to maintain it all. For instance, the commission module was very robust but we had to build in all the commission schedules. It was very laborious. We contracted this func- tion out to a third party. Consequently it wasn't as effective as we wanted it to be. Advances in the Near Future Companies are now looking at automating much of the mundane work in processing new business applications. Increasingly important to remember is that data aids in your daily workflow rather than hinders. You need a system that allows you to maximize your agency's potential by increasing your ability to retain current customers while acquiring new business. You need to find all of your customer's quotes, policies, and documents in one organized place, easily synced with your daily policy downloads. Before you begin, you must prioritize what it is you want. Sometimes you may have to compromise. You may have to develop expertise within your organization. New Players: Data Raftor Technologies-recently rebranded as Insureio Technologies, Inc. http://insureio.com/company/ about/ AgencyBloc-https://www.agency bloc.com/ For more information on AMS systems, attend the NAILBA Annual Meeting, November 17-19, 2016 in Dallas, Texas and visit the exhibit hall for demonstrations, discussions and the ability to see many of these systems under one roof. http://www.ebix.com/smart_office#Agents http://www.ebix.com/smart_office#Agents http://www.ipipeline.com/insurance-software/insurance-application-software/ http://www.ipipeline.com/insurance-software/insurance-application-software/ http://www.ipipeline.com/insurance-software/insurance-application-software/ http://www.insureio.com/company/about http://www.insureio.com/company/about http://www.agencybloc.com/ http://www.agencybloc.com/

Table of Contents for the Digital Edition of NAILBA Perspectives - October 2016

NAILBA Perspectives - October 2016
Contents
Chairman’s Corner
CEO Insights
The Most Creative Sales and Marketing Techniques: Get Help from the Experts
NAILBA 35 Program Preview
NAILBA Charitable Foundation
Life Happens
Member Profile
Agency Successor Networking Group
Calendar of Events
Brokerage in Motion
Index of Advertisers
NAILBA Perspectives - October 2016 - NAILBA Perspectives - October 2016
NAILBA Perspectives - October 2016 - Cover2
NAILBA Perspectives - October 2016 - 3
NAILBA Perspectives - October 2016 - 4
NAILBA Perspectives - October 2016 - 5
NAILBA Perspectives - October 2016 - 6
NAILBA Perspectives - October 2016 - Contents
NAILBA Perspectives - October 2016 - 8
NAILBA Perspectives - October 2016 - Chairman’s Corner
NAILBA Perspectives - October 2016 - 10
NAILBA Perspectives - October 2016 - CEO Insights
NAILBA Perspectives - October 2016 - The Most Creative Sales and Marketing Techniques: Get Help from the Experts
NAILBA Perspectives - October 2016 - 13
NAILBA Perspectives - October 2016 - 14
NAILBA Perspectives - October 2016 - 15
NAILBA Perspectives - October 2016 - 16
NAILBA Perspectives - October 2016 - 17
NAILBA Perspectives - October 2016 - NAILBA 35 Program Preview
NAILBA Perspectives - October 2016 - 19
NAILBA Perspectives - October 2016 - 20
NAILBA Perspectives - October 2016 - 21
NAILBA Perspectives - October 2016 - 22
NAILBA Perspectives - October 2016 - 23
NAILBA Perspectives - October 2016 - 24
NAILBA Perspectives - October 2016 - 25
NAILBA Perspectives - October 2016 - 26
NAILBA Perspectives - October 2016 - 27
NAILBA Perspectives - October 2016 - NAILBA Charitable Foundation
NAILBA Perspectives - October 2016 - 29
NAILBA Perspectives - October 2016 - 30
NAILBA Perspectives - October 2016 - 31
NAILBA Perspectives - October 2016 - Life Happens
NAILBA Perspectives - October 2016 - 33
NAILBA Perspectives - October 2016 - 34
NAILBA Perspectives - October 2016 - 35
NAILBA Perspectives - October 2016 - Member Profile
NAILBA Perspectives - October 2016 - 37
NAILBA Perspectives - October 2016 - 38
NAILBA Perspectives - October 2016 - 39
NAILBA Perspectives - October 2016 - Agency Successor Networking Group
NAILBA Perspectives - October 2016 - 41
NAILBA Perspectives - October 2016 - Index of Advertisers
NAILBA Perspectives - October 2016 - Cover3
NAILBA Perspectives - October 2016 - Cover4
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