A Shoulder

Okay sometimes you just need to talk to someone else about something on your mind...

Maybe you want to know how to take your agency to paperless...

Maybe you want to start Downloading Policies or Commission Statements...

That's all systems stuff and I know that...

Want some ideas and food for thought???

Contact me before you are at 'that" point

Agency Aquisition or Mergers

Are you in acquisition mode?

Are you adding another Department to your agency that will be a separate Corporations, LLC, etc that you want to share all the customer information with.. or not...

Merging agencies and adding Customers from one system to another can be a bit complicated... I have done over 15 agency merges, including  procedures for both parties.

Again the possibilities are endless with getting a bigger Customer count and Prospects.

If any of this sounds of interest to you you are on the right page.

Forms, Letters, Communications, Communication with Customers...

Many agencies have many ways to connect with their Clients and Prospects... it is time to revisit what and how we communicate with all these people?

Do you have the correct Forms and Communication Formats available to communicate efficiently?

What are your Marketing options in AMS360? How about:

Lists of Customers with Homes and Autos without an Umbrella?  Auto's without Homes, or Tennant Homes?  Target certain Customers within a designated zip code...

Ask and you shall receive

 

Next Step... Contact Me

If any of these thoughts, ideas or possibilities trip your trigger click the next trigger here