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You feel like it’s just one of those days and everything seems to be going wrong with your systems.
You can’t log onto your computer because you’ve got the dreaded ‘blue screen of death’, and now you are worried that you have lost everything.
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In many cases, you will have lost everything: your emails, your client data and your working files... And why? Because you chose the wrong type of system to run your business.
Today’s brokers have several choices of system that they can use. Your first choice needs to be whether you put your business – the same business that you have toiled long and hard to build – at the mercy of your aggregator’s own in-house system, one built for the aggregator by the aggregator themself.
While you’ve chosen your aggregator because of the benefits they offer you, the development of software platforms is not their core business. Any in-house software is built to suit the masses of brokers under the aggregator’s banner, not necessarily your unique business.
This is where it pays to look around and to consider other independent software platforms and solutions. For example, you choose to run your business on the iMac yet your aggregator’s systems are built on Lotus Notes. Guess who gets left in the lurch... You do! Likewise, if you are keen on taking advantage of the most recent developments in point of sale tools using your iPad or tablet PC, but your aggregator lags behind in adopting technology, obviously Cloud-based systems are the way to go to keep your data safe.
But whose Cloud are you using – yours or your aggregator’s?
The list of problems associated with selecting the wrong type of IT platform to run your business is a long one, so do your homework and pick the solution that best suits your needs. And pick the solution that best meets your primary business goal: closing the deal with your customer.
The best way to do that is to select a system that specifically facilitates this purpose, uses the latest technologies (iPad and tablet integration into your CRM system) and eliminates the need to do multiple runs of data entry (single point of data collection at the initial point of sale), while ensuring you’re NCCP- and legislation-compliant in your customer dealings.
