New CRM for 2024 AEP

[thomcon90]

Hey there! I get the struggle with finding a good CRM. If you haven't already, maybe take a peek at ACT! Platinum. It's user-friendly and could possibly meet your needs without being too complex. Just a thought! Here's their site if you want to look into it: ACT! Platinum. Hope you find the right fit!

 

[Jim Wright]

Ditto on the Integrity part. I use Medicare Pro. They use Sunfire.

The others you mentioned are box crms. Not built for insurance.

Medicare pro has started integration with Connecture as well

 

[YouGotMyMoney]

The BEST crms for Health-Life-Medicare are generally a GoHighLevel white label + AgencyBloc, it's not an either/OR question, both are needed for most agents that are considering these CRMs.

 

[Speechman]

MedicareCenter.com

If you want to trust Integrity with your BoB info. It's "free" if you have a contract with an Integrity FMO.

I think S & S is the best bargain out there.

Will Integrity pilfer customers that are input in that system?

 

[goillini52]

Will Integrity pilfer customers that are input in that system?

I don't know..........but they have access to your info, so they can.