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System Analysis and Assessment

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. A thorough system analysis and assessment can help you decide if you should invest more money in your current systems or look for new solutions.

Success Story

“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 we’ll be able to move into very quickly. I especially appreciated Wes’s candor about our processes as well as the systems we were looking at. He was a great resource to have in a period of high anxiety for our organization. I would highly recommend Wes for any similar project.”

Jack Chiasson, CMP Executive Director
National Association of Life Brokerage Agencies

Wes Trochlil

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