Need an Agency Managment System

Discussion in 'General Insurance Agent Discussions' started by hermesalmaguer, Sep 1, 2017.

  1. hermesalmaguer
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    hermesalmaguer New Member

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    hi I'm looking for an agencymanagmen sustem for my small agency without paying an arm and a leg! or any software to organize my clients and the files.
     
  2. billyb
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    billyb Guru

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    I have used Inscomm for 20+ years.
     
  3. Deeksha
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    Deeksha New Member

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    Hi, Looking for an agency management system for your small agency 3i Infotech offers an array of powerful solution software that enables efficient end to end management of insurance business processes.
     
  4. Matthew King
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    Matthew King Guru

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    We really like AgencyBloc, you can use our link: agencybloc.com/trkinginsurance
     
  5. Deeksha
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    Deeksha New Member

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  6. richreeves
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    richreeves Expert

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    A simple CRM can do the trick. You can check Zoho or SugarCRM or even Salesforce. If you would want to do call outreach, it is also better if you integrate your phone with the CRM of your choice. There are a lot of CTIs out in the market but we currently use Tenfold. So far, so good.
     
  7. CLPLDrew
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    CLPLDrew New Member

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    I use AMS right now but I prefer Hawksoft. It’s also more affordable than AMS..
     
  8. DigitalAgency
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    DigitalAgency New Member

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    We used EZLynx in the past and switched to QQCatalyst due to the better support and reporting capabilities. Strongly recommend it for a less complex agency setup.
     
  9. OKCinsurance
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    OKCinsurance New Member

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