First-hand Experience Around Getting Buy-in, Making the Switch, and Moving Forward

Insurance agencies and brokerages should consider moving to the cloud to provide 24/7 access to data and ensure that their information is backed up and secured. At Clockwork Insurance Services, Inc., where I serve as director of IT and claims administrator, we moved to the Applied Cloud in December 2014. Our in-house servers were in need of replacement, and it was the perfect time to make the transition.

To achieve buy-in from the owners, it was important to explain why the move to the cloud was ideal. As the director of IT, I had to provide proof to the owners that:

• Agency data would be secure and protected/backed up
• Only our staff could access the data
• Month-end reports would be saved electronically
• There would be no restrictions on the time of day to logging in
• We would have the ability to create form letters and use mail merge on our own
• We could continue to use two monitors

Enjoy a fast, seamless cloud transition

The move to the cloud was a smooth one, with the software support team helping us make a copy of our data several weeks prior to the scheduled migration, including moving our email. Additionally, we performed two cleanups of the data before the initial move to the cloud was made over a weekend. Moving the data to the cloud took just one day.

Read the full article on RoughNotes.com.