19JUNE 2021CXO INSIGHTSInsurance Agency Management systems (AMS) traditionally have been designed to help agencies and their branches manage local markets effectively and efficiently. In today's world, these capabilities may not be enough to develop, grow and strengthen new and existing client connections while satisfying increasingly demanding customer expectations.Search comparative websites for AMS solutions and you'll find ratings on accounting, agent tracking, commission processing, productivity tools, contact and task management, sales tools and analytics...just to name a few. The focus ­ to sell and service with a dash of administration.Search instead for customer relationship management sites and another theme emerges. You see ratings on contact management, lead management, sales analytics, mobile, analytics, workflow, and social management. The focus -- to find and engage new and current customers. MATCH GAME 2.0By Clint Roszelle, Director ­ Enterprise Process Excellence, Citizens Property Insurance Corporation
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