We are reviewing:
Insly
Bitrix24
RadiusBob
AgencyBloc
ONLINEDATABASESOLUTIONS.COM
allclients.com
pipedrive.com
We have over 100 group clients with Humana, Anthem, UHC, Aetna, PEO along with anciallary and supplemental coverage. We also have a handful of groups BOP/GL, WC and Cyber liability coverage
We would like to be able to track group coverage, renewal dates and prospects by grouping such as county or industry
Would like folks input on these systems. I have one employee and will most likely have a second so three on the system by the end of the year
Thanks!
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Insly
Bitrix24
RadiusBob
AgencyBloc
ONLINEDATABASESOLUTIONS.COM
allclients.com
pipedrive.com
We have over 100 group clients with Humana, Anthem, UHC, Aetna, PEO along with anciallary and supplemental coverage. We also have a handful of groups BOP/GL, WC and Cyber liability coverage
We would like to be able to track group coverage, renewal dates and prospects by grouping such as county or industry
Would like folks input on these systems. I have one employee and will most likely have a second so three on the system by the end of the year
Thanks!
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