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Changing Agency Management Systems- What to Consider

By July 7, 2020January 22nd, 2021Agency Management Moments

Do you stay with what you know or entertain new options? Susan Sellberg, president of a six-location insurance agency, describes their company’s experience changing to a new agency management system, a move she describes as “jumping into the unknown.”  On this episode of the Trusted Advisor Podcast, we hear how she navigates the challenges involved in taking this big step. Listen in if you are looking for advice as you head “into the unknown”!

Changing your Agency Management System? Consider these things.