Help!!! I Need a CRM

[m_kayon]

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.

 

[Newby]

Did you look at YIO and ACT?

Green sky on the forum has YIO available.

 

[sshafran]

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...

 

[saintstigers]

Anybody use AgencyBloc for CRM? Considering using them for small 3 person agency. Pros/Cons?

 

[WinoBlues]

There is a new one coming out from some online selling agents I believe. I am waiting to see what it does.

 

[insuranceconceptscindy]

I use Advisors Assistant. I LOVE it! It's similar to ACT, but on steroids. So much you can do with it. . .

 

[saintstigers]

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?

 

[DHK]

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

 

[agentjhc]

Did you look at YIO and ACT?

Green sky on the forum has YIO available.

I was not aware YIO was available for purchase.

 

[Newby]

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.