A legacy AMS isn't enough for succession planning at your commercial insurance agency.
Broker Buddha CEO Jason Keck recently shared some thoughts in Leader's Edge about succession and digitization.
If you're starting to think about perpetuation, make sure the right software platforms are part of your planning. After all, not only will the next generation of leadership have little patience for tedious administrative work, customers will demand the kind of efficiency and speed that technology produces. Fact is, they'll want more than most Agency Management Software can deliver.
After spending a lifetime building a business, it's only human to care about its health after you leave. If you're selling it to family members or loyal employees, you're even more invested in its future success.
Bottom line: an agency that is fully digital now is built to last. Make sure your agency is prepared for the road ahead.
Tuesday, September 15, 2020