Glad You Asked, Episode #3: Niche Focused Agency Management Systems

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

  1. Niche agencies have a harder time finding the right agency management system.
  2. Most traditional agency management systems are based on ACORD forms and data standards.
  3. 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

Speak Your Mind

*