Your Insurance Office

[stormtracker]

When Frank comes out of the closet, he'll reveal his real name: Dee Snider...

 

[Guest]

You can get Agency IQ for $30 a month in the meantime so that you have a CRM. That's what my team uses, auto responders, etc. I don't know how it compares to YIO though but until you get cash flow, it may work for you.

I just downloaded a trial version of this program. It seems to be a great CRM tool. I especially like that it not only organizes clients but also prospects.
I will be purchasing this next time I am flush with cash and recommend the same for any new agent.
No, I am not Franks cousin and get nothing from this endorsement.
It really is a excellent tool for any agent and all I am saying is check it out. I didnt find myself saying once,"why doesnt it do this?"

This is a great program!!!
Nice job Frank.

* * * * * * * * * * * * * * * * * * * * * * * * * *

The one I mentioned does this, also will not send out a double auto responding email.

I really like YIO. I would like to see an option that would warn you upon entering duplicate contats.

 

[TXINSURANCE]

Is this software 100% web based or is it old school install on your PC?

We are big fans of Zoho and a few others. Cloud based (100% online) is essential , not optional in my opinion. Same with offsite daily backups, etc etc.

I installed this ages ago but haven't looked at it since. Is there a link to an online demo?

 

[vanquishV12]

Is this software 100% web based or is it old school install on your PC?

We are big fans of Zoho and a few others. Cloud based (100% online) is essential , not optional in my opinion. Same with offsite daily backups, etc etc.

I installed this ages ago but haven't looked at it since. Is there a link to an online demo?

looks good for $30/month

AgencyIQ, Insurance Lead Management; online insurance marketing system

 

[GAHEALTH]

looks good for $30/month

AgencyIQ, Insurance Lead Management; online insurance marketing system

Can it be used for Life/Health or is it primarily for P&C agency staff?

 

[vanquishV12]

Can it be used for Life/Health or is it primarily for P&C agency staff?

GAHEALTH,

Rob Liano would know about this. I never used it but as Rob said for someone thats low on $$ this should do it. yes?

 

[Guest]

We're using it for med supps, and yes, absolutely LAH.

Can it be used for Life/Health or is it primarily for P&C agency staff?

 

[Guest]

looks good for $30/month

AgencyIQ, Insurance Lead Management; online insurance marketing system

$30/mo. or $360 a year is a fair price when you compare its functionality to some quote engines out there that we all know about. I rather liked AgencyIQ and if I was going to use all the whistles and bells, I would subscribe to it. However, most new agents (and a lot of not-so-new agents like moi) simply need a plain old run-of-the-mill CRM system.

Thus, before you buy into Rob's analysis (praised mostly because it works for him as a GA... no so much that it will work so well for you as his/an agent) you might want to take a look at the free Free CRM: FreeCRM.com provider of free and secure, web based customer relationship management software which you run in "their" cloud... or the free SugarCRM - Commercial Open Source CRM which you run in YOUR cloud (once you figure out how to install it on your web host.) The SugarCRM demo is here.

Neither of the above are tailored for insurance, but it is not hard to figure out how to use it for such.

YIO is fine if all you want is a stand-alone desktop solution OR if like Robert Barney you don't trust the Internet with your data and applications. Me? I'm fine with the Internet... have been for years... but if you won't sleep at night knowing your data is on a server then YIO is what you probably want.

But my suggestion is to try either FreeCRM or SugarCRM if you are starting out and on a tight budget. If they don't won't for you, nothing lost.

Al

 

[Guest]

Good point Al, thanks, yes make sure it's applicable to what your needs are.

$30/mo. or $360 a year is a fair price when you compare its functionality to some quote engines out there that we all know about. I rather liked AgencyIQ and if I was going to use all the whistles and bells, I would subscribe to it. However, most new agents (and a lot of not-so-new agents like moi) simply need a plain old run-of-the-mill CRM system.

Thus, before you buy into Rob's analysis (praised mostly because it works for him has a GA... no so much that it will work so well for you as his/an agent) you might want to take a look at the free Free CRM: FreeCRM.com provider of free and secure, web based customer relationship management software which you run in "their" cloud... or the free SugarCRM - Commercial Open Source CRM which you run in YOUR cloud (once you figure out how to install it on your web host.) The SugarCRM demo is here.

Neither of the above are tailored for insurance, but it is not hard to figure out how to use it for such.

YIO is fine if all you want is a stand-alone desktop solution OR if like Robert Barney you don't trust the Internet with your data and applications. Me? I'm fine with the Internet... have been for years... but if you won't sleep at night knowing your data is on a server then YIO is what you probably want.

But my suggestion is to try either FreeCRM or SugarCRM if you are starting out and on a tight budget. If they don't won't for you, nothing lost.

Al

 

[stormtracker]

What works for us Alabama '58'ers???