CRM OUTLOOK EMAIL & SMS MARKETING PLEASE HELP!!

[rousemark]

I am an independent Medicare and small group broker looking for technology tools that wont break the bank, make me more efficient, profitable, while being CMS ompliant.

My FMO offers a.CRM but that also gives them access to my client list. Many senior brokers have warned me to have my own systems in case for whatever reason I decixe to switch or they get sold.

Any and all thoughts are welcomed!!!!

If you write the business with companies that you have through an FMO, they have access to your client list whether you use their CRM or not.

 

[somarco]

Never been a fan of google zheets, but this makes quite a compelling argument in their favor!!

Thank you about all th e info.!!!! Appreciate ya, Obpa

You can customize them almost any way you want and they are free. If you are on a low budget it's a good way to start until you are ready for something more robust.

I imagine you can export your data to someone else when you are ready to upgrade

 

[ONE BRAIN PER ARM]

SOMARCO MUCH APPRECIATED!!