CRM vs AMS and Why You Need Them For Your Insurance Agency

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In this video I will go in depth into the difference between CRM and AMS. I also talk about the importance of each of them in your agency. Be sure to check out our social media pages linked below.
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[@jessrobertsalas6983]

Very good information thank you Chris

[@brandon32114]

Ams... I have and it's so outdated but gets the job done. (Commented before your video started)

[@christheinsuranceguy]

Yeah it’s not ideal. Which one do you use?

[@brandon32114]

@@christheinsuranceguy AMS 360.

[@CherStonestreet]

OMG! I just came from Real Estate into Insurance and I can't believe how far behind in tech this industry is! How anyone retains clients and keeps on top of "touches" is beyond me. Literally, I am having to create my own templates and programs from scratch. Wondering if AI can help with this?

[@diannerepollet9489]

Hi! Is Dianne again. Good video I have to get the AMS. I was hoping the get your opinion on smart choice to start. Have a good day!

[@christheinsuranceguy]

I’ve heard good stuff about Smart Choice but I honestly don’t know enough. I wish I could give you better feedback

[@ghettofollies2988]

Interested in free consulting call. Thanks in advance

[@christheinsuranceguy]

I unfortunately don’t do free calls anymore but happy to answer any questions you have if you DM me on Instagram

[@angelamonique9694]

I agree - the insurance industry is behind in technology! “Dinosaur platforms”, lol. I’m currently using a Google spreadsheet that I created, for now. Great video on 👍🏼😉

[@christheinsuranceguy]

I honestly love excel. Definitely not ideal but I believe the systems are getting better. I currently use both in tandem. I appreciate the support Angela!

[@jaydang9855]

Seeing someone as young as you and already got your own agency is amazing. Thank you for all the videos because you are motivating me to accomplish my goals as well. 🙏

[@christheinsuranceguy]

Thank you so much Jay. Seriously means a lot and keeps me motivated to make more 💪🏼

[@chrisakins410]

What AMS & CRM are you using?

[@christheinsuranceguy]

I’m currently using Ezlynx for AMS and rocket referrals for CRM

[@ryanmatthewanderson]

I like ams but not excited about learning epic

[@hsanchez2481]

Chris, I love your videos man you inspire me to stay in this difficult business.

[@christheinsuranceguy]

So glad you like them! Keep your head high man, you got this!

[@mmorgan4359]

I really like your videos. They are very helpful. Thank you!

[@christheinsuranceguy]

Thank you, I appreciate the support!

[@BetterAgency]

Good stuff Chris!
The lines are definitely becoming more blurred on AMS and CRM...and that's a good thing for agents!
Keep putting out good stuff!

[@arinachernikova4378]

Hey there, any examples of one platform that is AMS with CRM capabilities? 🙏🏻

[@BetterAgency]

@arinachernikova4378 yes. Better Agency

[@sappermade6012]

I think if someone comes up w a simple effective system it’s going to be a home run

[@christheinsuranceguy]

100% agree. I’d invest

[@amandeepaulakh3874]

cris how to quote golf and country clubs please

[@christheinsuranceguy]

I’ve personally never sold a policy for a golf or country club but I’m assuming they just need a large general liability policy. I’d put it through a non standard carrier most likely

[@itzshawnz10]

Which crm do you use for your business ?

[@shaka1866]

Love this & your other videos & book. Any suggestions for AMS or CRM? Which one are you currently using?

[@brooksa60688]

Do you have any AMS companies that you recommend? I know that Ayers is a part of BetterAgency, do you see them really trying to converge the two into one platform?

[@christheinsuranceguy]

I’m pretty sure they’re pushing to have an all in one system. I hope they do it. Right now I use Ezlynx and it works well for me. For CRM I use rocket referrals

[@brooksa60688]

@@christheinsuranceguy Have you heard much on Vertafore?

[@christheinsuranceguy]

@@brooksa60688 tbh not really. What are your thoughts on it?

[@jacobkutchmanich8178]

Bro AMS is absolutely clutch for customer service. Makes everything real convenient

[@eduardomacabacyaojr.6843]

Thank you so much for this informative video im confused of this terms and now i know :)

[@oscarlifenyc]

What’s the AMS company that you use?

[@christheinsuranceguy]

I currently use Ezlynx

[@pastorjohnyremy6670]

I like your video. Very good info.

[@christheinsuranceguy]

Thank you!!

[@blakenorwood]

Thanks for the info! Love all your videos and insight!

[@adihagos5237]

Good content as always !

[@christheinsuranceguy]

Thanks Adi!!

[@ahmedmetwally4961]

Good job man.

[@christheinsuranceguy]

Thanks bro!

[@kennethoneal7332]

Awesome video!

[@christheinsuranceguy]

Thanks Kenneth!

[@deserethomestead1889]

Great overview

[@taylormadson7839]

Love it