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Agency Management System Selection E-Summit

Agency Management System Options for Agencies

Has it crossed your mind that you should be looking for a new Agency Management System (AMS)?  Does it overwhelm you just thinking about that process?  You are not alone.  

We have partnered with technology expert, Steve Anderson, to streamline the research and system review of the available products.  Steve has built a virtual summit of Agency Management Systems bringing together nearly 20 vendors for an online comparison.  You will have access to all the live webinars as well as recordings that you can watch when your schedule allows.  


  • No time spent contacting vendors scheduling demos - although AMS vendors provide demos all the time, we are making it easier from your perspective by doing the leg-work to schedule all the demos.
  • Consistency in reviewing multiple systems - the structured format of the one-hour demos will maintain consistency between the vendors.  Steve will serve to keep demos on track and be sure that the vendors cover all of the same features, so you have a legitimate comparison.
  • Tools for reviewing and analyzing each system - Steve will provide the members with tools and checklists to use throughout the webinar series so they have the documentation needed to conduct further research and analysis.
  • Individuals vendor contacts for each system - Steve will work with each vendor to provide direct contact information for follow-up.
  • Access to recorded versions of the webinars for nine months following completion of the live webinar series



The AMS Selection E-Summit is being offered across the country.  IA&B members have access for $249 (discounted from $349).

Click on the "More Information & Registration" button below for more details from Steve Anderson regarding the virtual summit and to register.




Registration form

Required only if paying by check.

Download the Form

Upcoming Programs

CISR Risk Management   
        July 17 ~ Lancaster, PA
CISR Risk Management   
        July 18 ~ Frazer, PA
Good & Nasty Stuff    
        July 24 ~ Macungie, PA
CIC Personal Lines   
        July 25-28 ~ Cranberry Twp., PA
Good & Nasty Stuff    
        July 25 ~ Ellicott City, MD
HOLD: Personal Lines   
        July 25 ~ Erie, PA
HOLD: Contracts/Leases   
        July 26 ~Pittsburgh, PA
Good & Nasty Stuff    
        July 26 ~ Newark, DE
CISR Pers. Residential   
        August 1 ~ Allentown, PAFull Schedule