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Reply to Good CRM for Final Expense     
Old 04-05-2017, 07:35 PM   #21
Bod
Expert
 
Join Date: Mar 2017
Posts:38
State: Bod is an Insurance Agent from Undisclosed Location
Good CRM for Final Expense Re: Good CRM for Final Expense
What insurance-related custom fields do y'all have in your CRM or (what headers do you use in your) spreadsheet?
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Old 04-05-2017, 09:24 PM   #22
Guru
Broker4Ever on Good CRM for Final Expense
 
Join Date: Nov 2015
Posts:507
State: Broker4Ever is an Insurance Agent from California
Good CRM for Final Expense Re: Good CRM for Final Expense
Pipedrive is by far the best CRM for a lead driven business like Final Expense. It has all the integrations and bells and whistles too. For $12 a month it's a steal. Highly recommended.
Best CRM for Final Expense Agents - YouTube
Get two months for free with no credit card required by clicking this link: https://www.pipedrive.com/tafe/kruzichinsurance

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Michael Kruzich
Organizer of Random Thoughts and Erratic Activity at EFES
Instagram: @michaelkruzich
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  Reply With Quote to Good CRM for Final Expense
Old 08-09-2017, 09:10 AM   #23
New Member
 
Join Date: Jan 2014
Posts:4
State: scottlyscott is an Insurance Agent from
Good CRM for Final Expense Re: Good CRM for Final Expense
If you haven't went with anything yet you should look into Cloudia Assistant because it brings business to you. Even if you are using another CRM, get Cloudia too because Cloudia will bring you business.
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Old 08-11-2017, 09:09 AM   #24
New Member
 
Join Date: Mar 2011
Posts:17
State: InsBroker1 is an Insurance Agent from Texas
Good CRM for Final Expense Re: Good CRM for Final Expense
I have access to Cloudia through one broker I use. Can you explain how it brings you more business?

Thanks

Originally Posted by scottlyscott View Post
If you haven't went with anything yet you should look into Cloudia Assistant because it brings business to you. Even if you are using another CRM, get Cloudia too because Cloudia will bring you business.

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