I've heard the term CRM and AMS thrown around a lot, infact i've worked with sugarcrm in the past. I set it up for one of my clients, and messed around with it a little. Never looked into an AMS though.
[B]Backstory:[/B]
My parents run a mom and pop independent insurance agency out of their house. Been doing it for about 10 years now and they have everything on paper. I'm trying to help them streamline their office. I work in IT and i'm life and health licensed in our state, and sell those products on the side. Mom and Pop sell life/health/Indemnity/annuities/P&C. The 3 of us combined
[B]Backstory:[/B]
My parents run a mom and pop independent insurance agency out of their house. Been doing it for about 10 years now and they have everything on paper. I'm trying to help them streamline their office. I work in IT and i'm life and health licensed in our state, and sell those products on the side. Mom and Pop sell life/health/Indemnity/annuities/P&C. The 3 of us combined
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