![]() How do your employees and original clients respond to the changes you made? Overall, the changes we have implemented here have made us three to four times more efficient. We got rid of the old Special Agent System and went to Agency AMS360. We got rid of the old file cabinets, Safety was able to do a download of about 15 hours, to transfer all the files to our system. We One of the biggest ways to improve your office’s efficiency is to have double monitors. ![]() We now work in a paperless office environment. Overall, the biggest change I have implemented in my agency is on the technology side. I use multiple monitors and try to be available to my clients 24/7. After weighing our options, we decided to make an investment and go with DocStar, which was an extremely expensive move at that time.Īnd then you decided to become paperless. I attended the Big Event and talked to multiple vendors. What were the main steps you had to take to modernize your office? After growing up with computers, I figured it was time to give the office a makeover. At that the office was equipped with two typewriters. When and how did you decide to modernize your agency technology-wise? We do about $1.5 million in premium from Plymouth, but we have about a $2 million book in Dorchester so I would say about $3.5 million in premium total. Last July, the agency made its first acquisition and has been dealing with aspects of this transition and with the growth in its business. Two years ago, Michael, now in charge, made the decision to move Yankee’s headquarters to his hometown of Plymouth. Along with his sister Dina, who also works at the agency, the two began to take over the day-to-day operations of the business. In 2000, Michael decided to join the family business and began working full-time at the agency. The agency began as an exclusive representative producer based in Dorchester. It was Michael Butts’ father who started Yankee Insurance in 1978. We immediately knew that other agents would be interested in (and perhaps even inspired by) hearing how this agency believes technology can revolutionize the small independent insurance agency by cutting costs and leveling the playing field. Butts for a bit, however, we discovered an agent who is openly embracing technology in order to make his business as efficient and competitive as possible. When Agency Checklists first contacted insurance agent Michael Butts, owner of Yankee Insurance Agency, it was to discuss the details surrounding Yankee Insurance’s experience in acquiring its first agency.
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