We've already started down the path using TechCanary sitting on Salesforce to create our DI/Life side. That's the easy part. Just wondering if something already exists to combine the Commercial side.
The other easy alternative is just to white label for Commercial and split with an established player. No need to reinvent that wheel.
Yes, capital intensive. But that's not an issue for this project. Expertise is.
Originally Posted by todd02
Ours doesn't do that yet but eventually will. Yes it can be done but those product lines are more complex. Probably would cost between 4-5 million to build your own system that was smart.
You could use zoho and have them customize an ams for you. Basic system.