We Can Help.
We Can Help.
EDM can help guide you through the potholes and pitfalls of selecting a new AMS. Use EDM’s experience and knowledge of the available software packages to help you select, implement, and use the data management system that is most appropriate for your organization’s needs.
For those situations when a full-scale consulting engagement is not appropriate or not desired, remote consulting can provide you with “quick hit” information to get your project moving.
Not sure if the systems you have in place are appropriate for your needs? EDM can help you evaluate what you are currently working with, what you should expect from your data management system, and what options are available to you.
EDM can help you optimize the value of your AMS by working with staff to identify what is working, what is not working, and how your organization can address these issues effectively.
Wes helped us in our search for a new data management system. With his broad understanding and deep knowledge of the market, he was able to identify systems we didn’t even know existed! The result is that we’ve spent our money very wisely, thanks to Wes’s guidance.Ellen K. Hobby CAE, CPA, CFO, COO / National Academy for State Health Policy
We came to Wes because we were very frustrated with our existing AMS and we wanted to improve our capabilities as soon as practicable. Wes very quickly helped us through a process of identifying our needs, identifying potential vendors, and selecting a new system that well be able to move into very quickly.Jack Chiasson, CMP Executive Director, / National Association of Life Brokerage Agencies