Can You Depend On Your CRM?

I have seen various threads over the last few years discussing CRM's...it appears that many agents and agencies are struggling with CRMs that do little for them or they are too complex to manage and unfortunately are not tailored to what an agency needs it to do.

Being an agent for years I have had great success using AgencyIntel. The organization was able to custom tailor my CRM to perform the functions that were most important to me therefore eliminating hours of busy work on my end. The best part about this software it's web based and handles everything from my clients to my leads and m

Content of insurance-forums.net

Comments