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Table of Contents
The Anderson Report on
Agency System Selection
Section 1: Where Are You Going?
Section 2: Reasons Why Agencies Change Management Systems
Section 3: Is A Change of Systems Necessary?
Section 4: Determining System Requirements
- Methods for determining requirements
- Analyzing requirements
Section 5: Evaluating Alternatives
- Software
- The RFI
- Other steps in the software evaluation process
Section 6: Managing the Demonstration Process
- Two types of demonstrations
- Criteria for evaluating vendors
- Hardware
Section 7: Hosted System-Is It Right For You?
- Advantages
- Disadvantages
- Questions to ask
- The business case
- Making the final decision
- Implementation
Conclusion
How Vendors Were Selected & Profiled for this Report
System Selection Vendor Profile Form & Comparison Chart
- System Selection Vendor Profile Form
- System Selection Vendor Comparison Chart
System Selection Vendor Profiles
- The Agency Advantage | The Agency Advantage
- Agency Business Systems | ABS Agency Builder
- Agency Master | Agency Master Gold
- Agency Master | Agency Master Platinum
- Agency Matrix | Agency Matrix
- Agency Systems | Agency Systems
- Applied Systems | DORIS
- Applied Systems | EPIC
- Applied Systems | The Agency Manager (TAM)
- Applied Systems | The Vision Series
- Choices Software | Agency Management Anywhere
- Ebix, Inc. | EbixASP Version 4.0
- GBS, Inc. | Agency Expert
- Hawksoft | Client Management System
- Hoffman Computer Systems | Amsoft for Windows
- Impowersoft, Inc. | Aspire
- Insurance Technologies Corp | InsurancePro
- Jenesis | Jenesis
- North American Software Assoc. | Eclipse
- QuickFile | QuickFile
- Special Agent, Inc. | Special Agent
- StoneRiver (formerly FSC) | FSC Manager
- Strategic Insurance Software | Partner XE
- Terrace Software | Terrace Agent & Broker System
- United Software Developers | USD Agency Management System
- Vertafore | AMS 360
- Vertafore | InStar
- Vertafore | Prime
- Vertafore | Sagitta
- VRC Insurance Systems | Velocity
- Xanatek, Inc. | Insurance Management Solutions
- XDimensional Technologies, Inc. | Nexsure
Resources
- Download Resource Files
- Sample Request for Information
- Basic Vendor Evaluation Checklist
- Intermediate Vendor Evaluation Checklist
- Advanced Vendor Evaluation Checklist
- Agency Controlled Vendor Demonstration Evaluation
- Vendor Demo Script
- Very Simple Rating Sheet Sample
- Proposal Comparison
Bibliography
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