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I use BusinessETouch, seems reliable and it can be customized
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Don't use one, never have. Over 1000 clients, file cabinets and folders. Keep notes and copies of letters, apps, etc in each folder. This works just as well as CRM. Besides, the CRM is only as good as the notes you put in it. Folders work the exact same way. Go through the folders once a year to to review.
I agree - you definitely don't HAVE to use a CRM when you are first getting started - I didn't use one right away.
But if you are planning on using one in the near future, why not start with one anyways?
I just checked RadiusBob, its $34 per month for an individual agent and you can cancel anytime ...
Radius | Lead Management + CRM for Insurance Agents | Convert Leads. Manage Clients. Grow Revenue.
Don't use one, never have. Over 1000 clients, file cabinets and folders. Keep notes and copies of letters, apps, etc in each folder. This works just as well as CRM. Besides, the CRM is only as good as the notes you put in it. Folders work the exact same way. Go through the folders once a year to to review.
I'm looking for something simple that doesn't rely on emails. I work Medicare Advantage, Sups, final expense and some hospital indemnity. Need something that makes it easy to send things by mail as half my clients don't use a PC. Something to send birthday wishes, holiday and maybe a quarterly news letter and to remind them it's time for a review. Been using excel but know there has to be something better and more automated as I am just a one man agency.
Thanks!