We have considerable experience helping Insurance Agents with custom CRMs specifically designed to fulfill their particular business needs.
A CRM (Customer Management System) helps our customers keep track of all the information pertaining to their clients, leads, their policies, endorsements, vehicle information, boat information, calendar, meetings, calls, assign tasks, among others. It also allows them to manage email campaigns and see their ROI all in one place.
Our CRMs come with a wide variety of reports that enables insurance agents to make wiser and quicker decisions because the data is available 24/7 from anywhere.