CRM...mine isn’t cutting it anymore.

[Advisor06]

Any recommendations for a CRM for a one man shop for Life, Annuities and P&C?

 

[cee bee]

Looking for one too... I currently use an agency CRM but lots of my producers are inquiring which platform would work for them as an individual agent level... any recommendations?

 

[Glen Shelton]

Any recommendations for a CRM for a one man shop for Life, Annuities and P&C?

The difficult part of picking out a CRM is that even the BEST options aren't a '1 size fits all'

I like Radius BOB alot but other agents prefer different platforms, here is my comparison article from last year if you want to look around more before committing!

Top 10 CRMs for Insurance Agents!

 

[MoneyNirvana]

OP, is specific to one or two person agency with 100-250 clients working from or at home with majority of business in Auto/Home/Health/Life/BizIns that do not buy leads or is only working into ethnic markets that are approached via referrals.

Definitely like a suggestions that would intergrate both life & P/c for a one two man organization.