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Old 07-15-2015, 07:28 AM   #1
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State: cgreene is an Insurance Agent from
Agency Management System Agency Management System
What's a good agency management system for a new agency? And what is the monthly cost for one of these?
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Old 07-15-2015, 01:51 PM   #2
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Join Date: Oct 2009
Posts:223
State: pdoyle is an Insurance Agent from Alabama
Agency Management System Re: Agency Management System
we use smart office... we pay $30 for each seat.

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P Doyle
Crisis Management / CPS Gulf States Brokerage
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Old 07-15-2015, 02:39 PM   #3
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Join Date: Nov 2014
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State: indienoise is an Insurance Agent from South Carolina
Agency Management System Re: Agency Management System
I'm with Xanatek. It's agency-specific software, believe it was designed by a former Erie agent. One of the most affordable options out there for a small agency. They are also pretty much the only provider I considered who simply would not budge on their pricing. You can view that as negative or positive, I suppose.
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Old 02-24-2016, 10:05 AM   #4
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jdelix on Agency Management System
 
Join Date: Jan 2016
Posts:17
State: jdelix is an Insurance Agent from
Agency Management System Re: Agency Management System
Has anyone used SalesNow CRM? If so, what do you think? Is it worth the $19.95 per month fee?
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Old 02-24-2016, 10:58 AM   #5
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Join Date: Feb 2013
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State: jtmgolf00 is an Insurance Agent from Massachusetts
Agency Management System Re: Agency Management System
Originally Posted by jdelix View Post
Has anyone used SalesNow CRM? If so, what do you think? Is it worth the $19.95 per month fee?
What are you looking for? Do you need Acords, downloads, email, texting, activity tracking, Insurance accounting etc.? When you determine that then you can start to evaluate various systems.
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Old 02-24-2016, 11:42 AM   #6
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jdelix on Agency Management System
 
Join Date: Jan 2016
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State: jdelix is an Insurance Agent from
Agency Management System Re: Agency Management System
I simply need a basic system to keep track of my clients, leads, appointments, phone calls, emails, and any issues that I maybe having to a clients account.
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Old 02-25-2016, 10:35 PM   #7
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Join Date: Feb 2016
Posts:6
State: jason21 is an Insurance Agent from Undisclosed Location
Agency Management System Re: Agency Management System
We also use smart office and I think it's the best choice!
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Old 02-26-2016, 09:02 AM   #8
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State: jtmgolf00 is an Insurance Agent from Massachusetts
Agency Management System Re: Agency Management System
Originally Posted by indienoise View Post
I'm with Xanatek. It's agency-specific software, believe it was designed by a former Erie agent. One of the most affordable options out there for a small agency. They are also pretty much the only provider I considered who simply would not budge on their pricing. You can view that as negative or positive, I suppose.
you mentioned pricing - I don't see pricing on their website - do you have any idea? Only interested in Cloud based. Thanks
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Old 02-26-2016, 09:35 AM   #9
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Derrick on Agency Management System
 
Join Date: Aug 2015
Posts:172
State: Derrick is an Insurance Agent from Michigan
Agency Management System Re: Agency Management System
Originally Posted by jdelix View Post
I simply need a basic system to keep track of my clients, leads, appointments, phone calls, emails, and any issues that I maybe having to a clients account.
If you're okay with separating your lead and management system, Salesforce might be worth looking at.
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Old 03-08-2016, 03:17 PM   #10
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Join Date: Mar 2016
Posts:23
State: samhhead is an Insurance Agent from
Agency Management System Re: Agency Management System
Hey cgreene,

I work for a company that is partner of salesforce called TechCanary and we offer a full service Agency Management system. We are 100 dollars per user per month depending on how many users you have. the more users the less it is..

We can really help on the backend of your agency on top of the CRM and other basic features of any agency management system. Sales/ Marketing Automation.

email me at [email protected]

Thanks,
Sam
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