An effectively managed agency management system (AMS) means that an agency can be confident in its ability to service customers and run meaningful reports. Converting or consolidating agency management systems is an opportunity for an agency to rethink its data structure and review procedures to ensure effective, reliable data. For many years Patra has been providing migration services for agencies. Below is an overview of one such engagement.
A mid-sized agency in California came to Patra with a considerable challenge. Some of their account managers were so busy that they didn’t have the time or resources to check policies and therefore developed a year-long backlog of policies to be checked. This exposed the agency to huge E&O concerns.