krossblake
New Member
- 5
I am looking for suggestions for a database software or method for managing my clients information.
Looking for a Database Recommendation
- Thread starter krossblake
- Start date
We have our agents use an online CRM system that is pretty low cost for an agent
www.radiusbob.com
.
I like ARM which is a custom designed program that can be adjusted for your needs.
Below is the link and the guy who wrote it
www.arelationshipmanager.com
Jeff Johnson[email protected](623) 582-0323
Below is the link and the guy who wrote it
www.arelationshipmanager.com
Jeff Johnson[email protected](623) 582-0323
- Thread starter
- #4
krossblake
New Member
- 5
Thanks everybody. I will look into your suggestions.
I use a blend of these. Right now in a transition from Agency IQ to RadiusBOB, but still not sold on Radius. AIQ has many things Radius does not do (yet). This is generally for leads/prospects.
I also use ACT to manage my clients. I still like ACT because it is so customizable.
I also use ACT to manage my clients. I still like ACT because it is so customizable.
- 17,077
I also still use ACT and haven't found anything that I would replace it with.
Check out InsurPro by
www.startercrm.com/insurance-pro.aspx
ROI of marketing, commissions by company, etc 14.95 a month
www.startercrm.com/insurance-pro.aspx
ROI of marketing, commissions by company, etc 14.95 a month
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davisgroup
Expert
- 65
I could not find one, believe its on the order form for a different product.
What did you think about the program? Takes a little digging to do the commissions and company information, have not found anything else that is life insurance specific and 15.00 a month. I think it has something to do with being connected to Fran Tarkentons organization.
What did you think about the program? Takes a little digging to do the commissions and company information, have not found anything else that is life insurance specific and 15.00 a month. I think it has something to do with being connected to Fran Tarkentons organization.
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davisgroup
Expert
- 65
I am going to download the trial portion and see how it feels. I might try posting in another section of the Forum besides FE to see if anyone else has some experience with it. It doesn't appear to have many users amoung FE agents.
