Squeed is correct that OCS is old school and that there is better CRM systems out there but you ask me what I would do. However, the other systems are not designed specifically to succeed in selling insurance. The last thing someone starting out needs to be doing is spend a lot of time in front of a computer and reinventing the wheel. They need to spend it in front of suspects, prospects, and clients. Many people fail because they spend their time doing all of the other stuff and not prospecting and selling. Having read Building a Financial Services Clientele I am absolutely convinced that anyone who would follow this system to the letter will succeed.
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Number 1 problem, other than lack of capital, why folks do not succeed.
You need face time to succeed.
We live in a more impersonal world than in the past. It is refreshing when you can have interaction with a live person F2F.
This assumes the agent actually has something of value to offer and a "winning" way about them.
OCS is old school, absolutely. It works better than a lot of other systems, simply because it is old school.
I find few agents have a defined system to work leads/prospects. OCS helps define this, from there, you can tweak it if you want.
I'm probably one of the biggest techno-geeks on the board (and yes, I have credentials to prove this, hence the reason I live in Silicon Valley). For an agent working by himself, a system like OCS works extremely well. It took me a long time to understand that there are some things technology can make worse, not better.
The single biggest problem with using a technical solution is the amount of time, as someone else pointed out, you spend trying to make the technology actually do what you bought it for. Paper and a pen work out of the box.
Dan
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Just to clarify, OCS (or paper and a pen) work for prospect tracking. Databases work better for client tracking.
I find few agents have a defined system to work leads/prospects. OCS helps define this, from there, you can tweak it if you want.
I'm probably one of the biggest techno-geeks on the board (and yes, I have credentials to prove this, hence the reason I live in Silicon Valley). For an agent working by himself, a system like OCS works extremely well. It took me a long time to understand that there are some things technology can make worse, not better.
The single biggest problem with using a technical solution is the amount of time, as someone else pointed out, you spend trying to make the technology actually do what you bought it for. Paper and a pen work out of the box.
Dan
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Just to clarify, OCS (or paper and a pen) work for prospect tracking. Databases work better for client tracking.
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Good point about staring at the computer screen. The same kind of agent used to waste time shuffling prospect cards as well.
This CRM is specifically designed to succeed in selling insurance:
Your Insurance Office - Insurance Agency Software - Home
I just wanted to say that I recognized that is is the wrong verb tense. It should be "there are better CRM systems" not "there is better CRM systems". Unfortunately it has been more than 10 minutes and I cannot edit my incorrect grammar.
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I agree that this is a very good software package for selling insurance. Frank has done a good job. It is just that I think that OCS gives more detailed direction oo prospecting and succeeding for a newby. As far as I am concern I would probably use Frank's software but if someone is new and will follow OCS I think they will succeed.
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