What Are Your Goals? What is your market? Examples: High risk exposures / Large agencies with many CSRs What are your competitive advantages? Examples: Lowest rates / Least Hassle What are your competitive weaknesses? Examples: Confusion over manuals / Lack of integration Where are you heading? Examples: Growth / Improve Ratios
Is Your Team Prepared? Does your staff embrace new ideas? Resistance to change results from fear of the unknown. Do you have the support of your board? Flexibility is always required in a large implementation. Are your employees computer literate? Computers are only as capable as their users. Do all stakeholders have high-speed internet access? Services are increasingly moving to the web.
Who Do You Trust? Things will go wrong. Good communication is invaluable. Contracts do not define good work. Be realistic about the work required to implement a new system. Referrals are priceless. The most reliable consultants are free. Trust your gut. Find good people to work with.