Erie Agents Best Agency Management System?

[ericinsures]

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

 

[biaomaha]

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