Study Offers Interface Best Practices For Agencies

This year, our agency management system user group spearheaded a review of what agencies can do to get the most out of their systems by interfacing with carriers.

We sought to help agents who don't understand interface and what it can offer, as well as those that already use interface and want greater efficiencies. Most of the study findings could be described as a healthy dose of common sense applied to increasingly advanced technological capabilities from the vendor and carrier community.

I believe this commonsense approach makes the “Interface Best Practices Guide” an exceedingly practical tool for agency principals and technology leaders both on the agency side and on carrier staff to use when mapping out successful agency-company interface strategies.