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Reply to Help!!!  I Need a CRM     
Old 01-11-2016, 11:56 PM   #1
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Help!!!  I Need a CRM Help!!! I Need a CRM
Hello all. I am in my second year of insurance and have come to the realization that i need a crm. There are so many to choose from and it is overwhelming. Is Salesforce a good option? I am a life and health agent. I downloaded the trial version and noticed it focuses more on p & c and not so much life and health.

Any recommendations?

I like a lot of features that radiusbob offers but it looks and feels a bit clunky.
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Old 01-12-2016, 07:33 AM   #2
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Newby on Help!!!  I Need a CRM
 
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Help!!!  I Need a CRM
Did you look at YIO and ACT?

Green sky on the forum has YIO available.
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Old 01-12-2016, 07:56 AM   #3
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sshafran on Help!!!  I Need a CRM
 
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Help!!!  I Need a CRM
Originally Posted by m_kayon View Post
Hello all. I am in my second year of insurance and have come to the realization that i need a crm. There are so many to choose from and it is overwhelming. Is Salesforce a good option? I am a life and health agent. I downloaded the trial version and noticed it focuses more on p & c and not so much life and health.

Any recommendations?

I like a lot of features that radiusbob offers but it looks and feels a bit clunky.
While it depends on what features you really want... I like Zoho a lot. My phone system integrates with it... client or lead calls, their "page" opens with all my notes...

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Old 01-12-2016, 10:41 AM   #4
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saintstigers on Help!!!  I Need a CRM
 
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Help!!!  I Need a CRM Re: Help!!! I Need a CRM
Anybody use AgencyBloc for CRM? Considering using them for small 3 person agency. Pros/Cons?
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Old 01-12-2016, 11:14 AM   #5
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WinoBlues on Help!!!  I Need a CRM
 
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Help!!!  I Need a CRM Re: Help!!! I Need a CRM
There is a new one coming out from some online selling agents I believe. I am waiting to see what it does.
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Old 01-12-2016, 11:19 AM   #6
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insuranceconceptscindy on Help!!!  I Need a CRM
 
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Help!!!  I Need a CRM Re: Help!!! I Need a CRM
I use Advisors Assistant. I LOVE it! It's similar to ACT, but on steroids. So much you can do with it. . .
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Old 01-12-2016, 11:25 AM   #7
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saintstigers on Help!!!  I Need a CRM
 
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Help!!!  I Need a CRM Re: Help!!! I Need a CRM
Originally Posted by insuranceconceptscindy View Post
I use Advisors Assistant. I LOVE it! It's similar to ACT, but on steroids. So much you can do with it. . .
Is is software or online? And how much does it cost?
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Old 01-12-2016, 01:10 PM   #8
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DHK on Help!!!  I Need a CRM
 
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Help!!!  I Need a CRM Re: Help!!! I Need a CRM
Advisors Assistant can be both software as well as cloud-based.

Their pricing is here:

Desktop: Financial Advisors CRM Pricing | Advisors Assistant

Web-based: Advisors Assistant Web Based CRM for Financial Advisors
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Old 01-12-2016, 01:23 PM   #9
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Help!!!  I Need a CRM Re: Help!!! I Need a CRM
Originally Posted by Newby View Post
Did you look at YIO and ACT?

Green sky on the forum has YIO available.
I was not aware YIO was available for purchase.
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Old 01-12-2016, 10:10 PM   #10
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Newby on Help!!!  I Need a CRM
 
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Help!!!  I Need a CRM
Originally Posted by agentjhc View Post
I was not aware YIO was available for purchase.
I'm not 100% sure that it is. But there are old versions floating around that can be activated. You might have to barter with a goat. But enough about Rick.

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