CRM for just one....?

[rmhaire]

im leaning towards MedicarePro as well. Do you have any dialer recommendations? I was thinking about Dialpad but their Pro version req 3 min seats.

Both Phone.com and RingCentral are better. DialPad would probably come in at 3 or 4.

 

[AgentGeneral]

Depending on your FMO, you can have both Sunfire and Connecture.

I don't have connecture, but I do know some people have both.

Looking forward to more organization.

I just have Sunfire. Sunfire is the only thing I was offered by FMO that I can remember anyway.

 

[Chazm]

I was going to try MP for the new year, but no call recording? If not, that kills it for me.

 

[axeman462]

Search and Save also has a CRM built into as well

 

[Chazm]

Search and Save also has a CRM built into as well

The less I have to deal with S&S the better. They're good for doctor lookup but I'd rather stab myself in the eye than to use their 1990's dial-up modem program as a CRM.

 

[Packerland]

I'm still a big believer in radius Bob love that CRM

 

[Special Agent]

I've gone broker with my FMO, and while I still have access to MedicareFinder, it's not terribly useful as a CRM. I have all my clients in there, and can do comparisons and have drs/meds, etc listed, which is nice year to year. Unfortunately, 2 of my contracted companies are not through the FMO and so they aren't listed when I'm doing quotes unless I take an extra step, and I cannot do any enrollments with those two companies through this system. I cannot do bulk emails, I don't have integration with my google calendar, etc etc etc.

I am a little fish, no plans on setting up an agency, no downlines, etc, etc. Just me doing insurance ftf (Medicare, Med Supp, PDP, ACA, LI, DVH and some ancillary products)

So I'm looking for a decent CRM that isn't too complicated, geared toward us independent one man operations, and is as inexpensive as possible. Another agent friend of mine told me he uses "less annoying CRM" and likes it. It seems like it'd be a great option for me and the price is certainly right. Are there any users of LACRM on here? What do you like and dislike about it?

Or are there other options similar? CRMs dedicated to very small operations?

Health Sherpa Medicare is free which is nice.

 

[DonP]

Both Phone.com and RingCentral are better. DialPad would probably come in at 3 or 4.

Let me ask you . For the last many yrs with Medicare pro I have to send them my BOB ON excel and they format it and download it . They were saying a yr ago we'd soon be able to download directly from the carriers or from our excel . Can we do that yet or we still have to send to them ?

 

[rmhaire]

Let me ask you . For the last many yrs with Medicare pro I have to send them my BOB ON excel and they format it and download it . They were saying a yr ago we'd soon be able to download directly from the carriers or from our excel . Can we do that yet or we still have to send to them ?

Haven't seen it yet. Still Excel.

 

[DonP]

Haven't seen it yet. Still Excel.

So you still have to send Andrew the excel spreadsheet with your book of business ? Crm's like go guru and other crm's you can download yourself