CRM Software for Producers

Oct 26, 2016

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  1. Martilyo
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    Martilyo New Member

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    Hello,

    I am curious how a commission based producer keeps track of their customers. Do most CRM allow the ability to "tag" a client record with the producers name? I want to be able to keep track of the clients I write. Any ideas or suggestions? Thanks.
     
    Martilyo, Oct 26, 2016
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  2. marindependent
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    marindependent Guru

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    Insurance Agents could write a book on this. There is SOOO much information available on the web concerning this.
     
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