MOVING YOUR AGENCY

MANAGEMENT SYSTEM TO THE

CLOUD

William Buchanan

Overview The Opportunity Benefits and Risks Recommendation

Introduction More businesses are

moving critical applications to the cloud.

What is the ‘cloud’ and Why move?

Many Benefits = Attractive New Option

The Opportunity The “cloud” = SaaS SaaS vs Traditional Time = $$$

Current Situation Software on PCs Risk of hardware failure Limited availability High licensing cost

Key Success Factors Lower cost of ownership Increase usability Business Continuity Better Customer Service

Analysis of AlternativesComparison of Agency Management Systems

  Cloud Based Traditional

Features & Capabilities AMS360 QQ Catalyst Agency One

View all lines of business on a single screen ü ü û

Rich reporting across all business lines ü ü û

Automated renewal workflows ü ü û

Data-driven ACORD forms ü ü ü

Consolidated, real-time access to all participating carriers ü ü û

Insurance-specific accounting tools ü ü ü

Automated cross-selling and prospecting tools ü ü û

Automated letters & proposals ü ü ü

Paperless management and document storage ü ü û

Microsoft® Outlook and Office integration ü ü ü

Integrated online certificate distribution ü ü û

Real-time claims download direct from carriers ü ü û

Access for mobile devices ü ü û

Built-in training û ü û

Social Media Integration û ü û

Export to QuickBooks® û ü û

Automated Data Backups ü ü û

Analysis of Alternatives

Comparison of Costs

Solution Up-front Cost Per User Cost

AMS360 $500 set up fee $150/mo

QQ Catalyst No set up fee $100/mo

AMS Prime $1500 upgrade fee $100/mo

Strategic Option Move to the Cloud QQ Catalyst Service Industry Leader Best In Class Software Excellent Pricing

Benefits Flexible & Scalable Disaster Recovery Always Up to Date Low Startup Cost Anywhere, Any Device Competitive Edge

Risks Vendor Lock-in Service Interruption Data Breach

Recommendation Get Employees Involved Cleanse Data Discuss Data Conversion

Options Create Transition Timeline Create Back Out Plan Train Employees Post Deployment Meeting