Your Transition to Agency Systems
Agency Systems is committed to unparalleled training and support, including superior ongoing education. You can't realize the promise of quality agency automation without a caring, committed, long-term partner. As that partner, we continually invest in your success to help your agency grow.
Implementation Meeting
We know changing systems is hard, so we’ve made it easy. To keep your transition smooth, we first take the time to get to know you and your agency and learn what makes your operation unique. You’ll receive a road map with every critical step for a successful transition.
Installation and Data Conversion
First, we install our software on your local network or in a cloud environment. If you’re converting from a prior system, our Conversion Specialist works directly with you and your current provider to migrate your data seamlessly. What makes us unique: we run the conversion twice to ensure the utmost accuracy.
Training and Support
Once the initial conversion is complete, your personal trainer begins working with you to integrate our software into your office. We understand that the first weeks and months on a new system can feel overwhelming, which is why our support and training team is with you every step of the way.
“The Agency Systems training this morning was phenomenal. I appreciate the team coming together this morning utilizing all that knowledge she has to make our agency even better.”Sherrona – Columbia, SC
“The downloads are working great and are such a time saver. So glad that is up and working now. Thank you for all your help. You sure make my job easier with every meeting we have.”Christal – Gravois Mills, MO
“Our agency lost our bookkeeper this year, and without your help and knowledge of this system, I’m not sure what our agency would have done. Agency Systems was, and is, always there for me with any question or problem.”Deb – Gonzalez, TX
“Wonderful and very helpful support in learning the processing of Direct Bill Commission Statements! The support team is patient, explains well, quick to respond, and provides resource links, pages as attachments, screenshots, and such for referencing as reminders and visual help.”Kevin – League City, TX
“When we started the switch from our former management system to Agency Systems, I expressed many concerns. I just wanted to take a moment and say “thank you” and how impressed I have been during this transition with you and your team. Kudos to all of your team that helped us.”Ana – Doral, FL
“I have to tell you that I may put you guys in charge of our hiring. You have such a great support team! You all are just good folks.”Cory – Sterling, CO
“I just wanted to tell you how much I have enjoyed working with you to automate our agency. Because we are a small commercial agency we get frequent requests for certificates. Because the system is so simple it is usually faster to do myself than sending my CSR an email.”Ray – Conroe, TX
“When I started my own agency, we went with Agency Systems because the accounting was simpler and more accurate, workflows make better sense, and customer support is immediately available. They have also done a great job of keeping our automation costs low.”Claudia – Houston, TX
We Can Convert From Any Platform
We have extensive experience converting data from some of the biggest names in the industry. Below are just a few of the systems agencies have transitioned from, and we can walk you through exactly what your conversion will look like.
EZ Lynx
Hawksoft
AMS 360
TAM
QQ Catalyst
Doris
Agency Matrix
And More!
Schedule a Demo
Every customer has unique needs, and that requires an agency-specific approach for every new Agency System relationship. Drop us a line and let’s start yours today.