CRM/Agent Management System Life/Benefits/P&C

[tylerb37]

Hello everyone, appreciate any feedback that you can provide.

So I am an independent agent in NJ and have grown over the last 3 years to a point where I truly need some type of agent management system. I do life/ltd/group benefits/health in addition to property and casualty. I have always used good old excel to keep everything organized but I just think having a system in place would be the easier route. Is there a system out there that I could use that I could have everything under one roof?

Would pref to go this route to keep everything streamlined.

Thank you

 

[MBell2001]

Hi Tyler,

My company (Captasoft) is working on a web based CRM that could possibly accommodate your insurance records. We were looking to open it up for free beta testers in the beginning of 2020 but we could accommodate you early if you are OK with it being a little rough around the edges. We are looking for beta testers and input from the insurance community so we would offer this to you for free as an early adopter.

If you are interested post a reply here or message me and I can give you a demo of the system or even a test login to see if it is a good fit. Thanks,

Mark

 

[tylerb37]

hey I would be interested

 

[MBell2001]

Sounds good, PM with test log in info sent!

 

[Pemster]

I would be interested. I'm new and my book of business isn't that large, but I can see how it could get out of hand quickly if I'm not organized.

 

[MBell2001]

Sounds great Pemster, I will send you a PM with more info. What type of insurance do you sell?

 

[vic120]

I would be interested. I'm new and my book of business isn't that large, but I can see how it could get out of hand quickly if I'm not organized.

Radius Bob is a good inexpensive CRM to start with

Its what I started with and still have it as back up I have been using another for the last 2 years not 100% happy with and I have used a couple of others

But for the money, RB is a good solid choice to start with as you figure things out