Agency Management Systems (AMS)

Without clear, documented standard operating procedures (SOPs), discrepancies can hold an agency back in an era where nimbleness and scalability matter more than ever.

Who really owns that data once it’s stored in a vendor’s system? What happens if an agency decides to switch platforms? And can agents freely connect their data across tools to build the client experience they want, or are they locked into whatever their vendor dictates?

While there’s no way to guarantee your agency will never be susceptible to an attack on your systems or data, there are steps you can take to understand and increase the security of your client data.

When Michelle O’Connor and her husband started their insurance agency 25 years ago, they knew from the very beginning that joining the Independent Insurance Agents of North Carolina was a must.