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Updates and Changes.

Agencies often do not keep up with system updates, while vendors create enhancements and fix bugs in their systems. The changes often include workflow improvements that are not implemented; staff continues to use “the old way.” Agencies should ask what the changes make possible and adjust workflow to improve efficiency. — Steve Anderson

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Real-Time Quoting and Inquiry. Functionality

exists for both personal lines and commercial lines that helps employees work consistently with numerous carriers, directly from their agency management system. Real-time automates carrier password entry and relays information directly from the agency system to the carriers’ — eliminating re-keying. Real-time lets agencies realize their vision of SEMCI (Single-Entry, Multiple-Company Interface). — Jeff Yates

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No Standards. Agencies

don’t define user system standards (i.e., the lack of well-defined activity codes). The agency should define each activity description. This enhances the system search functions, and the ability to quickly retrieve what the user is looking for.

— Patricia Alexander

www.insurancejournal.com

No Audits. Not auditing processes and workflows to ensure consistency, time-saving techniques, and documentation. Too many procedure manuals sit on the shelf gathering dust because they were not written in a way to make auditing them a natural consistent process. — Angela Adams

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Top to Bottom Planning. Often, there is a

disconnect between managers who decide what needs to be measured; tools and technologies used to present the measurements; and the procedures and staff that drive data processing that those measurements will be built upon. You can still find people in charge of overall agency operations who believe it is OK not to understand agency procedures or what their automation systems are capable of.

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Report on Too Little.

System functionality can be more robust to track employee performance, plus offer financial, activity, performance, expiration and book of business reports to help managers understand workload, productivity and revenue per employee.

— Maureen Boeing

— Todd Arnold

6 Engage With Peers.

Real benefits come from participating in agency management system user group conferences, local meetings and online communities. Agents can learn from fellow agents how to maximize their systems. — Jeff Yates

10 Not Using Full System.

Some agencies leave agency management system features and functionality on the table, using much less than the system’s full capabilities. Perhaps they think they don’t need to use the features, they don’t know how, or they don’t know their systems include certain capabilities. — Maureen Boeing

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Not Consistent With Data Entry.

There is a definite “cause and effect” between good, consistent data entry and sales. A robust database can have a huge impact on cross selling and account rounding opportunities and bolsters the value of management reports. Remember, attaching a copy of a declarations page isn’t the same as entering policy data into the system. You cannot pull reports from an attachment! — Kitty Ambers

Not Consistent With Data Entry.

There is a definite “cause and effect” between good, consistent data entry and sales. A robust database can have a huge impact on cross selling and account rounding opportunities and bolsters the value of management reports. Remember, attaching a copy of a declarations page isn’t the same as entering policy data into the system. You cannot pull reports from an attachment! — Kitty Ambers

July 2, 2012 INSURANCE JOURNAL-NATIONAL REGION | N9

Agency Management Systems / Insurance Exchanges; Commercial Auto; Digital Product Guide  
Agency Management Systems / Insurance Exchanges; Commercial Auto; Digital Product Guide  

Agency Management Systems / Insurance Exchanges; Commercial Auto; Digital Product Guide