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Reply to Looking for CRM Software for an Insurance Agent     
Old 08-20-2015, 09:40 AM   #1
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State: markgoldberg is an Insurance Agent from
Looking for CRM Software for an Insurance Agent Looking for CRM Software for an Insurance Agent
Can anyone recommend a CRM system to be used by insurance agents & not a large agency? I need the standard features of a CRM, plus a drip marketing campaign if possible. I don't need a dialer in the system, as I already have one
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Old 08-20-2015, 10:53 AM   #2
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Josh on Looking for CRM Software for an Insurance Agent
 
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Looking for CRM Software for an Insurance Agent Re: Looking for CRM Software for an Insurance Agent
What would you consider "the standard features of a CRM"?
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Old 08-20-2015, 02:03 PM   #3
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Looking for CRM Software for an Insurance Agent Re: Looking for CRM Software for an Insurance Agent
In that case I would recommend bpmonline sales - a process-driven solution that allows users to easily design processes or employ out-of-the-box best process processes developed to take care of the sales operations in 24 verticals including insurance industry. From lead management to sales forecasting, pipeline monitoring, multichannel communications, analytics, case management, knowledge database among the features and mobile apps, the system is robust and scalable to help you grow your business and grow with you.
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Old 08-20-2015, 03:35 PM   #4
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WinoBlues on Looking for CRM Software for an Insurance Agent
 
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Looking for CRM Software for an Insurance Agent Re: Looking for CRM Software for an Insurance Agent
Originally Posted by Anna_walker View Post
In that case I would recommend bpmonline sales - a process-driven solution that allows users to easily design processes or employ out-of-the-box best process processes developed to take care of the sales operations in 24 verticals including insurance industry. From lead management to sales forecasting, pipeline monitoring, multichannel communications, analytics, case management, knowledge database among the features and mobile apps, the system is robust and scalable to help you grow your business and grow with you.
What?

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  Reply With Quote to Looking for CRM Software for an Insurance Agent
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