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Reply to What's the Best Agency Management System for Startup Brokerage?     
Old 06-19-2017, 04:18 PM   #11
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Join Date: Feb 2013
Posts:82
State: jtmgolf00 is an Insurance Agent from Massachusetts
What's the Best Agency Management System for Startup Brokerage? Re: What's the Best Agency Management System for Startup Brokerage?
Originally Posted by lrixford View Post
Be wary of anyone who charges for YOUR data. They should provide you the data at no charge in a format that is easy to understand (aka a well typed database schema) and provide ready access to your scans.

You should be asking these questions up front and get it in writing.
Laird - could not agree with you more - It is a crime what some vendors charge to get THEIR DATA - and the timing - unbelievable. I helped an agency move from WinTam (16 user) to QuikFuzion - they wanted over 3K in just data costs (never mind conversion costs) just to get THEIR data out of Their system and wait 30 days.

Remarkable

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But the good side was they saved over $25K a year
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  Reply With Quote to What's the Best Agency Management System for Startup Brokerage?
Old 06-20-2017, 12:22 AM   #12
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Join Date: Mar 2017
Posts:12
State: CrainGroup is an Insurance Agent from Tennessee
What's the Best Agency Management System for Startup Brokerage? Re: What's the Best Agency Management System for Startup Brokerage?
I'm not an agency consultant and wasn't trying to imply I am...just an agent who recently went through the same process.
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Reply to What's the Best Agency Management System for Startup Brokerage? 

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