starproducer
Expert
- 53
Been trying to get someone on the line or call me back from Health Sherpa for 2 days . definitely not going with this outfit if they cant handle customer support now i can just imagine during AEP. glad i found out now. Wheew
Health Sherpa terrible service not taking a chance they are newbies
Norvax great lead system but they have no client management system after a lead becomes a client they dont have a CRM client policy management system so that could be time consuming to export to a CRM to mange your policys.
I did a Norvax demo today and it is great lead system . Great tools for prospecting, enrolling people on and off the exchange but they have no client management system after a lead becomes a client. So that's where it ends.
It could be time consuming and costly to export to a CRM to mange your policys.
Norvax wins hands down as far as lead prospecting enrolling on and off the exchange. Quotit wins hands down as far as Client management policy management . quotit tracks and has history of emails attachments proposals where norvax does not have client communication history . only on proposals, not on emailing communication where is important for liability purposes. You can easily email from the client from their policy record with Quotit with norvax you cant.
Norvax is a great quote engine for prospecting and enrolling that's it. you need a Crm . i dont know if there is a CRM company that integrates with norvax
Health Sherpa terrible service not taking a chance they are newbies
Norvax great lead system but they have no client management system after a lead becomes a client they dont have a CRM client policy management system so that could be time consuming to export to a CRM to mange your policys.
I did a Norvax demo today and it is great lead system . Great tools for prospecting, enrolling people on and off the exchange but they have no client management system after a lead becomes a client. So that's where it ends.
It could be time consuming and costly to export to a CRM to mange your policys.
Norvax wins hands down as far as lead prospecting enrolling on and off the exchange. Quotit wins hands down as far as Client management policy management . quotit tracks and has history of emails attachments proposals where norvax does not have client communication history . only on proposals, not on emailing communication where is important for liability purposes. You can easily email from the client from their policy record with Quotit with norvax you cant.
Norvax is a great quote engine for prospecting and enrolling that's it. you need a Crm . i dont know if there is a CRM company that integrates with norvax
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