Best MGA and CRM?

[Agent001]

Hi,

Can you please recommend a good MGA and CRM for someone who isn't going to buy leads? This is for term and UL, not final expense. The more automated the better; drop ticket, good back office support-followup, etc. Also, who do you recommend for E&O? Thanks in advance

 

[marindependent]

Is this a serious question from a first time user?

 

[Agent001]

Yes. Maybe I didn't word it the best way.

 

[marindependent]

Its three major questions rolled up into one:
What is the best CRM?
What is the best MGA?
Who do you recommend for E&O?

 

[myinsurebiz]

E&O = E&O Insurance for LiveSmart365, LLC

 

[JRoot]

Can you please recommend a good MGA and CRM for someone who isn't going to buy leads? This is for term and UL, not final expense. The more automated the better; drop ticket, good back office support-followup, etc.

Did someone say MGA for term/ul and CRM?

DigitalBGA.com has best in class for both.

We give you a powerful, free CRM that integrates with our drop ticket platform for Term/UL. Simply click a link from your record and it transfers all data you already have on the lead into the drop ticket application and you fill out the rest - all within our platform (not linking to other sites). Then our team schedules the exams and proactively gets your policy through underwriting on your behalf.

We also have consistent live calls talking sales, lead gen and overall business strategy.

You can post your own leads into the platform from your own marketing. On our term/ul side, that's what most agents do even though we give you access to our own high quality leads.

 

[Tahoe Ray]

Did someone say MGA for term/ul and CRM?

DigitalBGA.com has best in class for both.

We give you a powerful, free CRM that integrates with our drop ticket platform for Term/UL. Simply click a link from your record and it transfers all data you already have on the lead into the drop ticket application and you fill out the rest - all within our platform (not linking to other sites). Then our team schedules the exams and proactively gets your policy through underwriting on your behalf.

We also have consistent live calls talking sales, lead gen and overall business strategy.

You can post your own leads into the platform from your own marketing. On our term/ul side, that's what most agents do even though we give you access to our own high quality leads.

Whatever @Agent001...

Kidding.

Jeff and his group are the best based on what are looking for. Definitely check them out.

 

[Doug Morton]

As a CRM (or CMS), msicrm.com has the basics an agent needs to stay organized. Designed to easily track leads, clients and applications as well as the communication (email, text, phone) between the agent and the client/lead. Has standard and custom reports. Integration with Google calendar for appointments. Document storage (apps, notifications, etc). Electronic lead integration with vendors via API. Hard to beat the functionality at $18 a month.

 

[scagnt83]

@Doug Morton spamming all over the forum with your product is not the way to go about building your brand.

 

[Doug Morton]

While I appreciate your feedback, targeted posts on specific asks for CRM doesn’t seem spammy to me. However, as mentioned, I do appreciate the feedback about the Offers forum and will look at it.
Thanks.
Doug