Most Recommend Crm from the Medicare Gurus?

Aug 29, 2017

  1. vic120
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    vic120 Guru

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  2. 20th Maine
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    20th Maine Super Genius

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    I use Microsoft Word---$0 per month
     
  3. somarco
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    somarco GA Medicare Expert

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    I think the correct term is a "Zero premium CRM"

    You are welcome.
     
    somarco, May 10, 2018
    #43
  4. James Cushing
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    James Cushing New Member

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    Having gone through a lot of CRMs when we started our agency (AgencyBloc, Sales Force, Pipe Drive, Zoho), we began using ARC, which is a fairly new one. It starts at free for the basics, and has dozens of other options on the subscription side. Having a database of millions of people to contact, built-in, is a nice money saver on leads and marketing data, too. It's specific for life, health, and medicare agents, as well.

    Full disclosure, I know the founder of the company, who is a very successful life and health agency owner herself and got hooked on her vision, as well as the great stuff in the platform she's building.
     
  5. mcd
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    mcd Expert

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    Your name is on the front page of their website. Sounds like you might have more to do with the company than just knowing the founder.

    upload_2019-1-2_22-7-45.png

    I hope the website is not a reflection of the CRM itself.
     
    Last edited: Jan 3, 2019
    mcd, Jan 2, 2019
    #45
  6. James Cushing
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    James Cushing New Member

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    Yes. I recently helped them do a site redesign, since it's something I do on the side. I used screens from a mock account in setting it up. And I'm happy to help another agent promote a project that's intended to help every agent in the field. If you'd like to discuss my site design skills, I'm happy to do so by message, so we keep the thread on topic.
     
  7. mcd
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    mcd Expert

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    You brought a dead thread back to promote your dated CRM and are now trying to keep it on topic when somebody calls you out. I'm sure the OP who asked a simple question in August 2017 has solved his problem by now.
     
    mcd, Jan 3, 2019
    #47
  8. sshafran
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    sshafran Guru

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    If a crm doesn't have telephony functionality, it's worthless (to me). From the ARC site, it doesn't look like it has that feature - unless I just missed it during a quick browse.
     
  9. Abrasax
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    Abrasax Guru

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    The site takes way too long to load each section. I can't imagine how slow the CRM must be.
     
    Abrasax, Mar 4, 2019
    #49
  10. germanwine1
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    germanwine1 Super Genius

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    Recently started using Less Annoying CRM. I have to say I wish I would have started using a CRM earlier. Like having my client files available electronically has improved my productivity. Enjoy being free from paper.
     
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