In this episode Steve addresses the question of how to choose the best agency management system for an agency with a niche market focus.
Show notes
- Niche agencies have a harder time finding the right agency management system.
- Most traditional agency management systems are based on ACORD forms and data standards.
- Best features for a niche marketing agency:
- Ability to create custom fields: custom fields should be accessible by any part of the system including reporting, data merge, etc.
- Ability to create custom application forms.
- Ability to accept data input from external sources – websites and/or landing pages, custom on-line forms
Resources
How to Choose the Best Agency Management System free email course
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