CRM Software for Producers

[Martilyo]

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.

 

[marindependent]

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