Erie Agents Best Agency Management System?

Discussion in 'General Insurance Agent Discussions' started by ericinsures, Jul 16, 2016.

  1. ericinsures
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    ericinsures Expert

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    I'm hoping somebody will be able to give me some feedback I offer erie insurance as well as Safeco & Allied my main concern is for erie customers & accord forms and other information if there's anybody out there thats using something other than xanatek and applied for crm? I would appreciate your feedback I would like to find a bus system that allows you to use accord forms, Monitor leads as well as daily activities your info is much appreciated thank you
     
  2. biaomaha
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    biaomaha Expert

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    I use EzLynx and their management system. I like it quite a bit and it helps with daily tasks, reminders text, client files diary and more. They are always improving the system and where I thought they were lacking was reports but they just updated those too
     
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