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