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Fit and Focus
Lines / Focus
Supported lines
Current: Not specified
Commercial P&C
Personal Lines
Benefits
Life
Health
Other
Primary focus
Current: Not specified
No change
Commercial P&C
Personal Lines
Benefits
Life
Health
Other
Commercial P&C strength
Current: 5
No change
None
Limited
Standard
Advanced
Elite
Personal lines strength
Current: 4
No change
None
Limited
Standard
Advanced
Elite
Benefits strength
Current: 2
No change
None
Limited
Standard
Advanced
Elite
Life/Health strength
Current: Not specified
No change
None
Limited
Standard
Advanced
Elite
Agency Fit
Target agency type
Current: Not specified
Independent
Brokerage
Captive
MGA/Wholesale
Cluster/Network
Other
Agency size fit
Current: Not specified
Solo
2-5
6-25
26-100
100+
Workflow orientation
Current: Not specified
No change
CSR/service-first
Producer/sales-first
Accounting-first
Balanced
Platform / Access
Platform
Current: Provider-Hosted Cloud/Web
No change
Mac Desktop
Windows Desktop
Self-Hosted Server/Web
Provider-Hosted Cloud/Web
Remote Terminal/RDP
Other
Supported platforms
Current: Provider-Hosted Cloud/Web
Mac Desktop
Windows Desktop
Self-Hosted Server/Web
Provider-Hosted Cloud/Web
Remote Terminal/RDP
Other
Mobile access
Current: Not specified
No change
None
Mobile web
iOS app
Android app
Both apps
Offline usage
Current: Not specified
No change
None
Read-only
Limited entry
Full
Maturity
Year launched
Current: Not specified
Age of software
Current: Not specified
Derived from related field.
Maturity tier
Current: Not specified
No change
New (<3y)
Established (3-10y)
Mature (10+y)
Legacy/Sunset
Maturity strength
Current: 4
No change
None
Limited
Standard
Advanced
Elite
Ease of use (UI/UX)
Current: Not specified
No change
1
2
3
4
5
Day-to-day responsiveness
Current: Not specified
No change
1
2
3
4
5
Strategic Strengths
Marketing strength
Current: 3
No change
None
Limited
Standard
Advanced
Elite
Automation / AI strength
Current: 4
No change
None
Limited
Standard
Advanced
Elite
Openness / data portability
Current: 4
No change
None
Limited
Standard
Advanced
Elite
Analytics strength
Current: 4
No change
None
Limited
Standard
Advanced
Elite
Capability Completeness
API completeness
Current: Advanced
No change
None
Developing
Limited
Standard
Advanced
Comparative rater completeness
Current: Standard
No change
None
Developing
Limited
Standard
Advanced
Email completeness
Current: Standard
No change
None
Developing
Limited
Standard
Advanced
Renewal management completeness
Current: Advanced
No change
None
Developing
Limited
Standard
Advanced
Integrations
VoIP integration
Current: Via API
No change
None
Via API
Built-in
SMS integration
Current: Via API
No change
None
Via API
Built-in
Self-service portal integration
Current: Via API
No change
None
Via API
Built-in
Web chat integration
Current: Not specified
No change
None
Via API
Built-in
Online payments integration
Current: Via API
No change
None
Via API
Built-in
Document signatures integration
Current: Via API
No change
None
Via API
Built-in
Email marketing integration
Current: Via API
No change
None
Via API
Built-in
Forms library integration
Current: Built-in
No change
None
Via API
Built-in
PDF editing integration
Current: Via API
No change
None
Via API
Built-in
Pricing
Setup cost (price tier)
Current: $$$
No change
$
$$
$$$
$$$$
$$$$$
Per user cost (price tier)
Current: $$$
No change
$
$$
$$$
$$$$
$$$$$
Core AMS Capability Coverage
Client/account management
Current: Not specified
No change
None
Limited
Standard
Advanced
Elite
Pricing
Migration cost (price tier)
Current: Not specified
No change
$
$$
$$$
$$$$
$$$$$
Setup note
Current: $5k
Core AMS Capability Coverage
Policy management
Current: Not specified
No change
None
Limited
Standard
Advanced
Elite
Renewal management
Current: Not specified
No change
None
Limited
Standard
Advanced
Elite
Pricing
Migration note
Current: Not specified
Operate note
Current: $180/u/m
Core AMS Capability Coverage
Endorsement management
Current: Not specified
No change
None
Limited
Standard
Advanced
Elite
Tasks/activities/reminders
Current: Not specified
No change
None
Limited
Standard
Advanced
Elite
Submission tracking
Current: Not specified
No change
None
Limited
Standard
Advanced
Elite
Claims tracking
Current: Not specified
No change
None
Limited
Standard
Advanced
Elite
Quoting tools
Current: Not specified
No change
None
Limited
Standard
Advanced
Elite
Carrier Connectivity & Downloads
Carrier downloads supported
Current: Not specified
No change
Yes
No
Policy download
Current: Not specified
No change
Yes
No
Claims download
Current: Not specified
No change
Yes
No
eDocs/messages download
Current: Not specified
No change
Yes
No
Commission statements (DBCS)
Current: Not specified
No change
Yes
No
Download breadth (carrier count)
Current: Not specified
As-of date
Download quality (overall)
Current: Not specified
No change
None
Limited
Standard
Advanced
Elite
Download troubleshooting pain
Current: Not specified
No change
1
2
3
4
5
Certificates and Forms
Certificates/COIs supported
Current: Not specified
No change
Yes
No
Certificate workflow quality
Current: Not specified
No change
None
Limited
Standard
Advanced
Elite
Holder management tools
Current: Not specified
No change
None
Limited
Standard
Advanced
Elite
Description of operations tools
Current: Not specified
No change
None
Limited
Standard
Advanced
Elite
Holder-specific attachments
Current: Not specified
No change
Yes
No
ACORD forms included
Current: Not specified
No change
Yes
No
ACORD library completeness
Current: Not specified
No change
None
Limited
Standard
Advanced
Elite
ACORD autofill quality
Current: Not specified
No change
None
Limited
Standard
Advanced
Elite
Custom/proposal forms
Current: Not specified
No change
None
Limited
Standard
Advanced
Elite
Email and Communications
Email integration present
Current: Not specified
No change
Yes
No
Outlook integration level
Current: Not specified
No change
No
Manual
Semi-auto
Automatic
Email templates
Current: Not specified
No change
None
Limited
Standard
Advanced
Elite
Email signatures
Current: Not specified
No change
None
Limited
Standard
Advanced
Elite
Email scheduling/reminders
Current: Not specified
No change
None
Limited
Standard
Advanced
Elite
SMS/texting
Current: Not specified
No change
None
Outbound only
Two-way
Two-way + automation
VoIP/call logging
Current: Not specified
No change
None
Click-to-call
Call log sync
Full
Communication automation
Current: Not specified
No change
None
Limited
Standard
Advanced
Elite
Documents and Attachments
Document storage included
Current: Not specified
No change
Yes
No
Organization/categorization
Current: Not specified
No change
None
Limited
Standard
Advanced
Elite
Search & retrieval usability
Current: Not specified
No change
1
2
3
4
5
Bulk download/export
Current: Not specified
No change
None
Limited
Standard
Advanced
Elite
PDF handling
Current: Not specified
No change
View only
Annotate
Edit forms
Full
Document generation/templates
Current: Not specified
No change
None
Limited
Standard
Advanced
Elite
Word integration
Current: Not specified
No change
None
Export-only
Merge/templates
Deep integration
Accounting, Billing, Commissions
Accounting depth
Current: Advanced
No change
None
Developing
Limited
Standard
Advanced
Agency bill support
Current: Not specified
No change
None
Limited
Standard
Advanced
Elite
Direct bill support
Current: Not specified
No change
None
Limited
Standard
Advanced
Elite
Commission tracking
Current: Not specified
No change
None
Limited
Standard
Advanced
Elite
Max commission split rules
Current: Not specified
Fees tracking
Current: Not specified
No change
None
Limited
Standard
Advanced
Elite
Receipts
Current: Not specified
No change
None
Limited
Standard
Advanced
Elite
Reconciliation/reports
Current: Not specified
No change
None
Limited
Standard
Advanced
Elite
Reporting and Insight
Standard reports library
Current: Not specified
No change
None
Limited
Standard
Advanced
Elite
Custom reporting
Current: Not specified
No change
None
Filters only
Report builder
Full analytics
Pipeline/production reporting
Current: Not specified
No change
None
Limited
Standard
Advanced
Elite
Cross-sell / gap reporting
Current: Not specified
No change
None
Limited
Standard
Advanced
Elite
Export formats
Current: Not specified
CSV
Excel
PDF
Other
Migration and Implementation
Data conversion offered
Current: Not specified
No change
Yes
No
Years in implementation services
Current: Not specified
Convertible entities
Current: Not specified
Accounts
Policies
Claims
Activities
Emails
Attachments
Accounting
Commissions
Other
What is NOT convertible
Current: Not specified
Migration transparency
Current: Not specified
No change
1
2
3
4
5
Training included
Current: Not specified
No change
Yes
No
Training quality
Current: Not specified
No change
1
2
3
4
5
Time-to-productivity
Current: Not specified
No change
<2 weeks
2-6 weeks
2-3 months
3+ months
Vendor Quality
Support responsiveness
Current: Not specified
No change
1
2
3
4
5
Support competence
Current: Not specified
No change
1
2
3
4
5
Roadmap credibility
Current: Not specified
No change
1
2
3
4
5
Third-party ecosystem friendliness
Current: 4
No change
None
Limited
Standard
Advanced
Elite
Freeform
Strengths
Current: Not specified
Weaknesses
Current: Not specified
Unique features
Current: Not specified
Practical notes
Current: Pricing: Orig sheet: monthly $875.0; add'l user $179.0/mo; setup $5000.0. | Notes: 239-209-4363 -
Gotchas / real-world considerations
Current: Not specified
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