The agent I work for is looking for a CRM that will quote small groups for health insurance. He wants the employer to be able to fill out the census online and have quotes from multiple carriers, with links to necessary enrollment paperwork for employer and employees.
I've looked at a lot of the CRM's listed/mentioned here, but cannot determine which, if any, of them may have this particular capability.
He wants to also be able to capture ALL employee information for the possibility of cross-selling his P&C business.
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I've looked at a lot of the CRM's listed/mentioned here, but cannot determine which, if any, of them may have this particular capability.
He wants to also be able to capture ALL employee information for the possibility of cross-selling his P&C business.
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