Start with the Problem, Not Technology
Before choosing software or digitizing a process, ask yourself: what problem are we trying to solve? Most of the time, the answer is simple: reduce time spent on administrative tasks to free up time for client advisory.
This question changes everything. You are not looking for "broker management software" -- you are looking for a tool that eliminates 2 hours/day of non-billable administrative work.
The 3 Priority Steps
1. Centralize Client Data
If your client data is in 5 different tools (Excel, Outlook, Docs, etc.), the first step is consolidation. No need to migrate everything right away -- start with a tool that can absorb your existing files in 1 click.
2. Automate Follow-Ups
How much time does your team spend chasing clients for missing documents? An automated system that sends email/SMS reminders can save 1 hour/day per manager.
3. Digitize Signature
Electronic signature is no longer a luxury. It cuts the validation cycle from several days to a few hours. This is the fastest and most visible gain.
What Not to Do
Don't try to digitize everything at once. Choose 1 process to digitize, measure the gain, then move to the next. Projects that try to do everything consistently fail.