Looking for CRM Software for an Insurance Agent

Discussion in 'Health Insurance Exchange Forum' started by markgoldberg, Aug 20, 2015.

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  1. markgoldberg
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    markgoldberg New Member

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    Can anyone recommend a CRM system to be used by insurance agents & not a large agency? I need the standard features of a CRM, plus a drip marketing campaign if possible. I don't need a dialer in the system, as I already have one
     
  2. Josh
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    Josh Well-Known Member

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    What would you consider "the standard features of a CRM"?
     
  3. Anna_walker
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    Anna_walker Member

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    In that case I would recommend bpm’online sales - a process-driven solution that allows users to easily design processes or employ out-of-the-box best process processes developed to take care of the sales operations in 24 verticals including insurance industry. From lead management to sales forecasting, pipeline monitoring, multichannel communications, analytics, case management, knowledge database among the features and mobile apps, the system is robust and scalable to help you grow your business and grow with you.
     
  4. WinoBlues
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    WinoBlues Well-Known Member

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    What?

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