Page 17 - INA Program Book 2021

Technology
In this section, we are looking to understand the technology used by your network and its members.

Network Technology Currently in Use

Agency management system(s) (AMS) used by network (select all that apply):
□ Vertafore AMS
□ Applied AMS
□ Hawksoft AMS
□ EZLynx
□ Zywave Agency Management System
□ Other (please specify)

Agency management system(s) (AMS) used by members (select all that apply):
□ Vertafore
□ Applied
□ Hawksoft
□ EZLynx
□ Zywave Agency Management System
□ Other (please specify)

Customer relationship management (CRM) system(s) used by network (select all that apply):
□ Salesforce
□ Microsoft Dynamics
□ Other (please specify)

Customer relationship management (CRM) system(s) used by members (select all that apply):
□ Salesforce
□ Microsoft Dynamics
□ Other (please specify)

Other Management Systems employed by Network:
Submission Systems: __________________________
Data Analytics: _______________________________
Lead Management: ____________________________

List of Other Preferred Technology Vendors
Vendor Use

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