Anything Like YourInsuranceOffice?

[iiinycboi]

I'm the guy who is working on the CRM for P&C w/ L&H

I've delayed working on it because i got really busy this end of the month. Will resume after i finish all these quotes and close the case lol.

It got invoice and quotation sheet printing. view your fax inside sugar, reports for virtually anything you want to track, commissions, which product sells the most, etc.... got accounts for multi product clients or stand alone products. It tracks virtually everything you do for a client and your company reports.

I've convert it to a B2C model instead of B2B.

Im working on auto fill acord forms from your info that you put in.
also working on maybe a quickbook or a very simple book keeping module
also working on auto creating task for each client depending on what stage its in.
etc...

or use radiusbob. thats a really good crm for p&c guys

 

[Joe7966]

Wanted to update you and make a recommendation...

I finally after prodding by Radiusbob went through an online demo and was blown away.. Man they've got their stuff together. I can't think of anything their system won't do right out of the gate. Very very affordable and just has all the things you'd want to do built in...

Take a test drive you won't be sorry.

What product are you talking about here?

 

[radiusbob]

Radius | Lead Management + CRM for Insurance Agents | Convert Leads. Manage Clients. Grow Revenue.

 

[The Gimp]

Radius | Lead Management + CRM for Insurance Agents | Convert Leads. Manage Clients. Grow Revenue.

Good stuff here,ladies and gentlemen. Used with our dialer and EZ Life application its great. I believe the ILIAA offers a discount for the CRM as well.