I lead a team of 10 agents and we're contracted with 8 carriers. I'm looking for software that can aggregate sales data from all carriers onto one screen for analysis and sharing with the team. Ideally, it would be a CRM that syncs seamlessly with life insurance companies. This would greatly facilitate our team's review of numbers.
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Software to collect sales data from multiple carriers
- Thread starter moedely
- Start date
- 29,607
Radius Bob?
