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Yeah...you're right.I don't know what line or what type of leads or If doing in the home or over the phone sales.
However, you can use the search bar to read on dif CRM threads and other software threads and get a good education on function to find what might be a right fit for you
Yeah...you're right.
This question is only answerable if we know lines/lead acquisition/etc.
CRM is still a must though.
I personally use Zoho as well for client management. There are CRMs build specifically for insurance but it's hard to beat Zoho for its customization.I'm just tire kicking. I am pretty sure I want to sell Medigap, at this point.
Is there a special CRM that agents use? I have used Zoho (for my web business) for the last few years and I am pretty happy with it.
I'm just tire kicking. I am pretty sure I want to sell Medigap, at this point.
Is there a special CRM that agents use? I have used Zoho (for my web business) for the last few years and I am pretty happy with it.