Hey guys,
For people who run P&C and L&H, do you use 1 management system for all clients or do you use 2 systems that are specialized for each?
My agency is expanding to about 4-6 people for primarily P&C but we are ramping up the L&H side as well. We don't do a lot of online marketing or drip contacts at this time. We basically need a few things:
-Ability to leave timestamped notes on conversations with people for policy changes
-Leave notes about the client and what carriers that they use
-Sort the clients by different criteria such as the policies they have with us, dates of birth, companies they have with us, commercial or personal leads, x-dates, and things like that.
-The ability for all the agents to access all of our clients, or 1-2 key people like the owner and a CSR when we get one.
-A section for our pipeline and contact information for people we input ourselves for leads, if possible. This would be great to also include x-dates and any notes we get from the people such as expecting a baby, someone is currently unemployed, health conditions, and things like that.
-The ability to store documents somewhere to access when necessary. This would include endorsement requests, applications, acknowledgement of payment changes, and things like that.
--IF possible, the ability to have changes to carriers come directly to our system such as changes in coverages they do in the call center, or cancellation bills or renewal bills, things of that nature. That isn't a deal breaker though because I handle all of those e-mails and copies of these notices are given to me as well.
We don't need anything fancy. One system would be awesome but because P&C is so different from L&H, I'm willing to try two at this time. I'm extremely technically inclined, not to brag or anything, but no one else in my agency really is. I have to train some people on how to use quoting systems because they don't know how to do it, if you know what I mean. These people have issues with doing things in spreadsheets. If I can configure things and have them roll out to everyone else, I'm cool with that. If there are some customizations that have to be done at times based on changing demands, and I can do it for all of the systems, I am okay with that, too. I just need a finished product with or without sweat equity that could be easy for people to use. It can be web-based or hardware server based, though I think web based would be more preferable. We are in a building where things can be remotely backed up on a server and is protected with bars on the windows and a lot of locks due to security in the area.
I know we have talked about this a lot but I haven't seen anyone's opinion on having 2 separate systems. I think that this might be better because it allows for full customization towards P&C or L&H rather than have to be a jack-of-all-trades system for everything. We aren't like that as agents, so why would we want a system to do that as well?
For people who run P&C and L&H, do you use 1 management system for all clients or do you use 2 systems that are specialized for each?
My agency is expanding to about 4-6 people for primarily P&C but we are ramping up the L&H side as well. We don't do a lot of online marketing or drip contacts at this time. We basically need a few things:
-Ability to leave timestamped notes on conversations with people for policy changes
-Leave notes about the client and what carriers that they use
-Sort the clients by different criteria such as the policies they have with us, dates of birth, companies they have with us, commercial or personal leads, x-dates, and things like that.
-The ability for all the agents to access all of our clients, or 1-2 key people like the owner and a CSR when we get one.
-A section for our pipeline and contact information for people we input ourselves for leads, if possible. This would be great to also include x-dates and any notes we get from the people such as expecting a baby, someone is currently unemployed, health conditions, and things like that.
-The ability to store documents somewhere to access when necessary. This would include endorsement requests, applications, acknowledgement of payment changes, and things like that.
--IF possible, the ability to have changes to carriers come directly to our system such as changes in coverages they do in the call center, or cancellation bills or renewal bills, things of that nature. That isn't a deal breaker though because I handle all of those e-mails and copies of these notices are given to me as well.
We don't need anything fancy. One system would be awesome but because P&C is so different from L&H, I'm willing to try two at this time. I'm extremely technically inclined, not to brag or anything, but no one else in my agency really is. I have to train some people on how to use quoting systems because they don't know how to do it, if you know what I mean. These people have issues with doing things in spreadsheets. If I can configure things and have them roll out to everyone else, I'm cool with that. If there are some customizations that have to be done at times based on changing demands, and I can do it for all of the systems, I am okay with that, too. I just need a finished product with or without sweat equity that could be easy for people to use. It can be web-based or hardware server based, though I think web based would be more preferable. We are in a building where things can be remotely backed up on a server and is protected with bars on the windows and a lot of locks due to security in the area.
I know we have talked about this a lot but I haven't seen anyone's opinion on having 2 separate systems. I think that this might be better because it allows for full customization towards P&C or L&H rather than have to be a jack-of-all-trades system for everything. We aren't like that as agents, so why would we want a system to do that as well?
