TWENTY-five years ago, moving an insurance agency was mainly a matter of planning for sufficient physical labor. Technology rarely needed to be considered. When we moved our agency in 1980, the only technology issue we faced was unplugging our electric typewriters.
Today most agencies are highly automated, which makes moving an entirely different proposition–as we recently discovered. Last November, we purchased a new office building. We moved on June 25th. In between, we didn't have a single day of rest. If you are contemplating a move, some of what we learned could help you.
Planning for the move should begin at the time of the purchase offer, not sometime down the road. Transferring technology to a new location can be as simple as plug-and-play–if it is carefully planned. With sufficient forethought, workflow also can be enhanced.
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