Looking for a Good Contact Management Software Program

Discussion in 'General Insurance Agent Discussions' started by kevinwalsh, Sep 14, 2010.

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  1. kevinwalsh
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    kevinwalsh New Member

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    Do any of you know of good contact management software specifically designed for the insurance industry?
    Thanks for any ideas.
     
  2. GreenSky
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    GreenSky Well-Known Member

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  3. YouGotMyMoney
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    YouGotMyMoney Well-Known Member

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    Thanks for creating this post, I've been waiting eagerly for someone to ask this question :1laugh:
     
  4. kevinwalsh
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    kevinwalsh New Member

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    okay, I got it. Next time I'll look in the archives first. The popcorn comment really is funny. I usually get a laugh here.
     
  5. Larry Tew
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    Larry Tew Well-Known Member

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    I've been hearing good things about this new program called the One Card System.
     
  6. MisterRandyWatson
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    MisterRandyWatson Well-Known Member

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    I use sendoutcards. It's absolutely an MLM, so therefore a bit overpriced on the "start up" fee, but it's pretty useful for insurance agents. It has an easy contact manager, and it allows you to send actual, personalized cards to your clients about as easy as sending an email.

    I didn't sign up on the dealer plan, so I can't demo you or sign you up, but I'd be willing to bet eleventy billion internet dollars that there probably exists posters on this site who can get you hooked up with a demo and an account. :D
     
  7. thebeacon
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    thebeacon Well-Known Member

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    I have used ACT for year, then I though developers were getting behind with catching up with the market. I looked in to Sales Force but I thought it is just not worth the money.

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    Here is the link for the software SugarForge: Open Source CRM, CRM software, CRM Open Source, opensource CRM, SugarCRM

    It has to be installed on your web hosting server. If you have a website chances are you might already be able to install in. This way instead of running it of your computer it is always available to you any where in the world.

    If you do not have hosting space, these days it is dirt cheap $6 to $7 per month. The one I use is HostMonster.
    With hosting account you can install SugarCRM with once click.
    Here are the steps:
    1. Log in to your main hosting control panel called "cPanel". You going to see a lot of icons.
    2. Then scroll down and click on the Icon that says "Simple Scripts"
    3. Again you are going to see a lot different icons, look for SugarCRM.
    4. Click on it and walk through installation instructions
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    It is always expandable and since so many different companies use it they always create new add addons for what every business you are in. Good luck
     

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