Help!!! I Need a CRM

Jan 12, 2016

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  1. m_kayon
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    m_kayon New Member

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    Hello all. I am in my second year of insurance and have come to the realization that i need a crm. There are so many to choose from and it is overwhelming. Is Salesforce a good option? I am a life and health agent. I downloaded the trial version and noticed it focuses more on p & c and not so much life and health.

    Any recommendations?

    I like a lot of features that radiusbob offers but it looks and feels a bit clunky.
     
    m_kayon, Jan 12, 2016
    #1
  2. Newby
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    Newby Guru

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    Did you look at YIO and ACT?

    Green sky on the forum has YIO available.
     
    Newby, Jan 12, 2016
    #2
  3. sshafran
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    sshafran Guru

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    While it depends on what features you really want... I like Zoho a lot. My phone system integrates with it... client or lead calls, their "page" opens with all my notes...
     
    sshafran, Jan 12, 2016
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  4. saintstigers
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    saintstigers Guru

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    Anybody use AgencyBloc for CRM? Considering using them for small 3 person agency. Pros/Cons?
     
  5. WinoBlues
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    WinoBlues Guru

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    There is a new one coming out from some online selling agents I believe. I am waiting to see what it does.
     
  6. insuranceconceptscindy
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    insuranceconceptscindy Guru

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    I use Advisors Assistant. I LOVE it! It's similar to ACT, but on steroids. So much you can do with it. . .
     
  7. saintstigers
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    saintstigers Guru

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    Is is software or online? And how much does it cost?
     
  8. DHK
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    DHK "YOU CAN'T HANDLE THE TRUTH!"

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    DHK, Jan 12, 2016
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  9. agentjhc
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    agentjhc Guru

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    I was not aware YIO was available for purchase.
     
    agentjhc, Jan 12, 2016
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  10. Newby
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    Newby Guru

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    I'm not 100% sure that it is. But there are old versions floating around that can be activated. You might have to barter with a goat. But enough about Rick.
     
    Newby, Jan 12, 2016
    #10
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