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Yes but with one of LD's caveats. I never put my clients in Radius. I used RB strictly for marketing. Once they became a prospect or client I put them in MP. So I didn't have as much to move as you.
Before MP I kept my clients in Advisors Assistant. Still do with my long time life business.
I used a crm way back in the dinosaur days called GBS. They were bought out by AgencyBloc. Within a year or so GBS was gone and everything was AB or the highway. That's going to happen to RB. Sooner or later.
But to answer your question, it really depends on how much you built RB out. But I'm sure Andrew can get your info over.
Also, you mentioned a spouse turning 65. MP does that for you. MP has an aging-in feature on it's dashboard. Every day it will tell you who's aging in and at what stage of the process.
MP doesn't include phone. What it does is link to you voip plan and you do the actual calling through your voip service. I use Phone.com with MP and everything works just fine.The cost does that include phone is is that an extra cost?
if so how much?
No problem. Just send your info to Andrew and he puts it in.How hard is it to move data and Docs
MP doesn't include phone. What it does is link to you voip plan and you do the actual calling through your voip service. I use Phone.com with MP and everything works just fine.
I also have 8x8. They're not listed on MP's integration list but also works just fine.
No problem. Just send your info to Andrew and he puts it in.
As for your assistant, MP let's you add one under your profile. I don't have one so I've never used that feature. I don't think they charge for that.
Curious how often you send your book of business to Andrew for him to download ?I do it about every 4 months . I like him but I'm worried as more and more people flock to Medicare pro he'll be overwhelmed . I've been with them 3 1/2 yrs and it seems he's the only one in customer service . But i really like Medicare pro .MP doesn't include phone. What it does is link to you voip plan and you do the actual calling through your voip service. I use Phone.com with MP and everything works just fine.
I also have 8x8. They're not listed on MP's integration list but also works just fine.
No problem. Just send your info to Andrew and he puts it in.
As for your assistant, MP lets you add one under your profile. I don't have one so I've never used that feature. I don't think they charge for that.
Not sure about TwilloDo they work with Twillo? I have that now might be easer for porting numbers
What about call recording does it auto attach to files?
I always email him.Curious how often you send your book of business to Andrew for him to download ?I do it about every 4 months . I like him but I'm worried as more and more people flock to Medicare pro he'll be overwhelmed . I've been with them 3 1/2 yrs and it seems he's the only one in customer service . But i really like Medicare pro .
CRMs can be hit or miss depending on what you need, but for anyone managing HVAC service operations, is worth checking out. It integrates well with other tools, and it helps track service calls, contracts, and tech schedules in one place. The automation features also cut down on manual data entry, which saves a ton of time.