Looking for some insight here from some forum members who have gone through this scenario. I am an established P+C Producer leaving an existing (local) cluster and have 3 alternate opportunities available to me. My questions are this;
1. What is the best way to "present" my business via generated reports from Applied TAM system. The existing office I'm in has no problem generating what I want (amicable split between us)
2. Most (if not all) of the potential new firms want to see all production broken out by direct bill and agency bill, carrier, and commission. All obvious requirements.
3. They also want to see my 10 biggest accounts in detail, which I had planned to do on a spreadsheet.
If I go to another Applied system office, Applied can do a "data extraction" out of my existing office, into the new one, Expensive, ($3500) but will capture all files/emails/billing etc.
Bottom Line, trying to find the best way to present my business to the prospective new agencies via the Applied/Spreadsheet format. Noted, I not terribly computer savvy. If anybody has done a "package" like this recently, I would love to hear how you did it. Thanks in advance for the help.
1. What is the best way to "present" my business via generated reports from Applied TAM system. The existing office I'm in has no problem generating what I want (amicable split between us)
2. Most (if not all) of the potential new firms want to see all production broken out by direct bill and agency bill, carrier, and commission. All obvious requirements.
3. They also want to see my 10 biggest accounts in detail, which I had planned to do on a spreadsheet.
If I go to another Applied system office, Applied can do a "data extraction" out of my existing office, into the new one, Expensive, ($3500) but will capture all files/emails/billing etc.
Bottom Line, trying to find the best way to present my business to the prospective new agencies via the Applied/Spreadsheet format. Noted, I not terribly computer savvy. If anybody has done a "package" like this recently, I would love to hear how you did it. Thanks in advance for the help.