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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 partnered with technology expert Steve Anderson to streamline the research and system review of the available products.  Steve built a virtual summit of Agency Management Systems, comprised of over 12 vendors for an online comparison.  By registering, you will have access to all recorded webinar demos that you can watch when your schedule allows.  


  • No time spent contacting vendors scheduling demos - although AMS vendors provide demos all the time, we make 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 maintains consistency between the vendors.  Steve serves 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 you with tools and checklists to use throughout the webinar series so you have the documentation needed to conduct further research and analysis.
  • Individuals vendor contacts for each system - Steve provides you with each vendor's direct contact information for follow-up.
  • Access to recorded versions of the webinars for nine months following completion of the live webinar series (July 2018)



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.



Upcoming Programs

P&C Licensing Course   
        Jan. 29-31 ~ Mechanicsburg, PA
CISR Personal Lines   
        Feb. 5 ~ Newtown Square, PA
CISR Pers. Residential   
        Feb. 6 ~ Mechanicsburg, PA
CISR Agency Operations   
        Feb. 7 ~ Pittsburgh, PA
P&C Licensing Course   
        Feb. 12-14 ~ Breinigsville, PA
L&H Licensing Course   
        Feb. 19-21 ~ Mechanicsburg, PA
CIC Agency Management   
        Feb. 20-22 ~ Harrisburg, PA
HOLD: Auto/Recreation   
        Feb. 26 ~ Frederick, MD
HOLD: Auto/Recreation   
        Feb. 27 ~ York, PAFull Schedule