Yet another CRM thread

[Christensen]

Yet another Agent CRM post by you and yet you have posted about nothing else

I'm new lol

 

[Christensen]

Why should we believe anything you say? You broke the rules your 1st day here. Can't trust you.

What makes your CRM worth $13 more than RadiusBob?

Your choice. My first post because I just opened my account. Are people allowed to be new here? I prefer Agent CRM because it has so much more to offer especially marketing-wise

 

[jadynshay]

I can totally relate to your frustrations with CRM limitations—especially when it comes to manual input and not being able to set default premiums. It seems like it's always those little things that can turn into big time sinks, especially during AEP when you need to be efficient. I've been using an all-in-one field service management software for my work, and it's honestly been a game-changer in terms of automating tedious tasks like that.

 

[Linda123]

What is the name of that software?

 

[Winters Ins Agcy]

I can totally relate to your frustrations with CRM limitations—especially when it comes to manual input and not being able to set default premiums. It seems like it's always those little things that can turn into big time sinks, especially during AEP when you need to be efficient. I've been using an all-in-one field service management software for my work, and it's honestly been a game-changer in terms of automating tedious tasks like that.

What is the name of that software?

What Linda said.