You're Gonna Have to Sharpen Your Pencil and Do Some More Research! Um, Ma'am, No, I'm Not.

[sman]

What is the best tool to use to research PDP's? Medicare.gov?

What are a few CRM's that an agent can use to store data on clients?

Are you willing to overpay for it?

 

[myinsurebiz]

Are you willing to overpay for it?

Ha - no . . . I like free . . .

I checked out SoHo CRM - it will work for now. there seems to be dozens of free or < $20 per month platforms out there . . .