One Person Agency

Discussion in 'Insurance Technology Forum' started by sirk123, Mar 16, 2017.

  1. WinoBlues
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    WinoBlues Well-Known Member

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    FYI, You can get a discount on Radius Bob through a couple of the uplines here. I think I get mine from Todd King, I think. Lee
     
  2. NinjaNic
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    NinjaNic Well-Known Member

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    Google Drive is a good place to start, and free. You can create forms, sheets, documentation etc. You can tie it all together with your calendar and contacts. There are agents I know that 100% of their client is inside of Drive. You will need to upgrade to a paid service like RadiusBob at some point to take advantage of more traditional CRM features though.
     
  3. NWBenefitProvider
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    NWBenefitProvider Well-Known Member

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    I have used Radius BOB for a few years now and it is quite good for the cost. It started out at $24 per month and recently increased to $34. A lot of nice features like blast email, lots of data fields for tracking, easy to look up and tag clients with different fields. Certainly worth a look.

    Wino, I'd like to see if I can get a better deal through one of the folks gere. You say Todd King? Anyone else you know of?

    Thanks.
     
  4. WinoBlues
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    WinoBlues Well-Known Member

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    Honestly, I do not remember who I have it through. I have had them for years. I believe it is through Todd. But that may be the FEXQuotes discount.
     
  5. Newby
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    Newby Well-Known Member

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    For a one man agency (in my case husband and wife agency) it's still hard to beat the ACT database installed directly on your PC.
     

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