We're looking to take the next step from our basic server based agency management system to something web-based that'll give us more features (CRM, Docusign / Rating Software Integration, Phone Integration, Mobile Apps, etc). We're a five person agency doing P&C insurance.
As of now, I've narrowed it down to Applied Epic, Nexsure, Veruna and Tech Canary.
Does anyone have first hand knowledge with any of the systems? What are your thoughts?
For those of you that use Epic, do you find it sufficient to track leads or are you also using a separate CRM?
Do you think it's worth going wi
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As of now, I've narrowed it down to Applied Epic, Nexsure, Veruna and Tech Canary.
Does anyone have first hand knowledge with any of the systems? What are your thoughts?
For those of you that use Epic, do you find it sufficient to track leads or are you also using a separate CRM?
Do you think it's worth going wi
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