I can't stand having multiple systems for prospect and client data. In my preparation for going indy (next year), I am ideally looking for a system that can function in both capacities - both CRM and AMS (Agency Management System). This may be a pipe dream, but here are the things that I am looking for:
1. CRM - ability to accept internet leads from the major vendors. (I don't do much in terms of internet leads anymore, but just in case I decide to)
2. CRM - ability to enter custom statuses (milestones, other attributes)
3. CRM - Tagging of multiple attributes would be awesome
4. CRM - Ability to send/receive email, and keep history under the prospect's record
5. CRM - Ability to quote multiple companies
6. AMS - Policy data, for P&C AND L&H
7. AMS - Track commissions paid to agencyfrom companies.
8. AMS - Commissions to staff (would be nice)
9. AMS - Create Acord forms on the fly.
10. AMS - Notes, tasks, follow-ups, etc...
11. AMS - Ability to send/receive email, and keep history under the client's record
All of the other fancy features are nice, such as SMS, quotes from website, etc. but not as important. A hosted solution would probably be best, but I could certainly pay for locally installed software. That would at least eliminate monthly never-ending fees.
The only 2 possible contenders that I have found are EZ Lynx and QQ Catalyst. QQ does not appear to support its webrater in many states, so that option is most likely out.
Does anyone use either of these systems? What about any other systems that can do all of the above?
Thanks
1. CRM - ability to accept internet leads from the major vendors. (I don't do much in terms of internet leads anymore, but just in case I decide to)
2. CRM - ability to enter custom statuses (milestones, other attributes)
3. CRM - Tagging of multiple attributes would be awesome
4. CRM - Ability to send/receive email, and keep history under the prospect's record
5. CRM - Ability to quote multiple companies
6. AMS - Policy data, for P&C AND L&H
7. AMS - Track commissions paid to agencyfrom companies.
8. AMS - Commissions to staff (would be nice)
9. AMS - Create Acord forms on the fly.
10. AMS - Notes, tasks, follow-ups, etc...
11. AMS - Ability to send/receive email, and keep history under the client's record
All of the other fancy features are nice, such as SMS, quotes from website, etc. but not as important. A hosted solution would probably be best, but I could certainly pay for locally installed software. That would at least eliminate monthly never-ending fees.
The only 2 possible contenders that I have found are EZ Lynx and QQ Catalyst. QQ does not appear to support its webrater in many states, so that option is most likely out.
Does anyone use either of these systems? What about any other systems that can do all of the above?
Thanks