Who is everyone using? Too many options for me to pick

May 7, 2019

  1. Advisor06
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    Advisor06 Guru

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    I have narrowed down my selection but I still feel I can't pick. Obviously I am looking to keep the price low but I am not sure. I have two things I would really like...mail merge and the ability to batch print labels.

    Agency Bloc
    Zoho
    Radius Bob
    Ebix Smart Office

    Any thoughts are appreciated.
     
  2. DHK
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    DHK "YOU CAN'T HANDLE THE TRUTH!"

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    If that's your only criteria, then any/all of them should work as long as you can export the selected data to a .csv file and then use Word to create your labels or print envelopes.

    With that criteria, you can stick with Outlook.
     
    DHK, May 7, 2019
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  3. UKTX
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    UKTX Expert

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    I've always found Insurance based CRMs to fall in to two categories:

    1) Too complex
    2) Too basic

    Agencybloc and Radiusbob were too complicated for me. Zoho was too basic.

    I went with an Excel spreadsheet in the end :) It does the mail merge, can calculate just about any peice of data you want, and almost free.
     
    UKTX, May 7, 2019
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  4. mickeyma
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    mickeyma Guru

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    I, too, use Excel. You can get a free version from the internet - Apache Open Office.
    I also use the Office Access database because it lets me build a list with a common trait such as T65 this month.
     
  5. Tahoe Ray
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    Tahoe Ray Guru

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    I'm shocked to hear you say that Zoho was too basic. You can do almost anything with it, including custom builds, conditional fields, etc.
     
  6. UKTX
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    By basic I meant it was basic in terms of insurance functionality.

    The customization required to make it "fit" was too much for me.
     
    UKTX, May 7, 2019
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  7. Life Hawk
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    Life Hawk Guru

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    I use CAM. So far so good.
     
  8. Advisor06
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    Advisor06 Guru

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    Really just looking for a reliable alternative to Google Contacts. I have used it for years but would like more of a all in one system.
     
  9. Tahoe Ray
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    Any CRM is going to be a good alternative to Google Contacts. You can test drive most for free. If you want something cheap and not specific to insurance (since you're using a system already not built for that) www.lessannoyingcrm.com is perfect.
     
  10. UKTX
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    I've often wondered why no one has built a simple, effective CRM tool purpose built for a L&H agent.

    I can't imagine it would be that difficult?

    Clients, product purchased, AP, Birthdate, and maybe commissions. That's really all the info needed I would think........
     
    UKTX, May 8, 2019
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