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AMS Selection Summit

Webinar Series: Compare and contrast the top Agency Management Systems to find the right fit for your organization.​​​

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KAIA is proud to partner with Steve Anderson, an acknowledged expert on agency management systems, to offer our members a significant discount to participate in this important webinar series. The Agency Management System Selection Summit kicks off Monday, July 16, 2018, with an introductory webinar hosted by Steve on how to select an agency management system. Two vendor demonstrations will be held per day, ending on Friday afternoon, July 27, 2018.

KAIA members can register for the AMS Selection Summit for a discounted price of $249 at https://anderson.isrefer.com/go/ams249/kaia/

Each vendor demonstration will be recorded. Access to the recording will be available online for approximately nine months following the last live webinar. The time limit on access exists because vendors are constantly updating their systems and we do not want agencies to view demos that are out of date.

The Summit consists of about twenty 90-minute webinars, each featuring a different management system platform handpicked by Steve to be involved.

You'll receive access to Steve's Agency System Selection Digital Course, which includes:

  • Details on the 5-Step process Steve has used to help hundreds of agents and brokers select the best system for their organization.
  • A comprehensive list of agency management system vendors and their platforms (there are more than 40).
  • A simple comparison grid of various platform functionality.
  • What to consider when choosing a hosted platform.
  • Samples of all the forms Steve uses when consulting with clients, including a sample request for information, vendor demo script, AMS vendor demo scoring sheet and comparison, and an annual AMS System Cost Calculation spreadsheet.​