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Home / Insurance / Webinar Recap: Agency Management System or CRM? – InsuredMin

Webinar Recap: Agency Management System or CRM? – InsuredMin

Agency Management System (AMS) vs. Customer Relationship Management (CRM)

Your Agency Management System (AMS) is a crucial component in any well-functioning insurance company. It enables a direct pipeline between your customer data and your insurance company, and it provides a single place where this information can be easily accessed to better serve your customers. Dawn Standage says it best, "An AMS works like an electronic filing cabinet" that organizes all your agency's important information such as binding, quotes and court forms. The larger the agency, the greater the amount of data collected that needs to be accessed by many employees at potentially multiple companies and locations. An AMS gives your employees access to this information bank in a streamlined format and efficiently, which leads back to greater customer satisfaction.

Customer Relationship Management (CRM)

Your CRM is integrated into your AMS, which takes your insurance efficiency one step further. It enables more specified and accurate measures including customer communication and revenue tracking. While your AMS is designed for a more comprehensive overview and strategy for your insurance agency, your CRM is designed for daily tactical functions from sales to accounting to team and task management. These tactical features of your CRM are all about putting your customer first. The idea of ​​a CRM is to engage, nurture and retain clients, turning them into lifelong clients who will eventually become advocates for your agency.

Harmony Between Your AMS and CRM

Your AMS is built to benefit both the employee and your insurance agency while your CRM is focused on the customer's needs and has the ability to adapt and grow with the customer as their needs change. Your CRM is a system for managing customer relationships that is not only focused on sales but will continuously communicate with your customers even after delivery.

It makes sense to integrate both an AMS and a CRM platform into your agency. One to manage internal customer data across all systems, and the latter to communicate with the customer directly. Incorporating both an AMS and a CRM into your business creates an overall efficiency that will keep customers coming back for a long time.


Pre-CRM days at insurance agencies meant that certain aspects of the customer's needs fell through the cracks. To only use one AMS without a CRM is to go back to those pre-CRM days because your AMS can only do so much for you. An AMS is good for internal data but does not allow you to have an overall picture of what your current customer needs are. Your AMS only allows you to see a snapshot of what is going on and does not show customer trends and continuity in the way your CRM does, which gives your agency the opportunity to access customer needs and trends in real time at the micro level.

Why InsuredMine is Smart Play CRM

In the insurance software world, InsuredMine stands out among the crowd. Not only is it the most integrated and efficient CRM in this space, but InsuredMine actively helps you transform and grow your customer base. The ability to use InsuredMine as a supplement to your existing AMS or as a standalone product is what makes this software so versatile.

InsuredMine lets you increase your profits by increasing your chances of gaining new customers and by making your current customers happy. It's a simple idea ̵

1; make your customers happy and they will continue to do business with you time and time again. InsuredMine takes you there through automated communication that is unparalleled in the insurance software industry.

Sign up for a free demo today and see for yourself why InsuredMine is truly the best way to grow your insurance business.

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