And yet another thread about a CRM

[insurebiz]

Ringy.com is Pretty good for Life Insurance

 

[Victor Crain]

In considering any CRM, there are some concerns with which you should be aware. Remember, a CRM is basically an SQL database with window dressing (user interface). Nothing magical.

• Who owns the data in the database once its entered? They back up the database to locations to which you have no access or visibility. If the relationship ends, and you export your data, what happens to all the copies of your data that they still have? Are they charging you to build a marketing resource for someone else?
  • "Cloud computer" means that your data is reposited in a server farm to which you have no visibility or direct access. How safe is this? What security commitments will they make in writing to you? While the Feds require HIPAA compliance, they don't issue a "seal of approval" to compliant computer facilities and services, so anyone can make this claim.
• Autodialers may be less than advertised. Cell companies can detect computer dialed calls and most label them as spam. Anyone who hasn't saved your number in their phone sees a caller unknown or spam label on your call, or the call may be blocked. I've seen that happen with FMOs calling me.
• How well does the CRM interface with your VPN? You don't want to have to disable a key defense to use it.
• How easy is it to recover your data if you decide a CRM isn't as good as advertised and want to use something else? Beware of features that might make migration difficult.
• Finally, if you are using a CRM with multiple agents, you are required to draft formal security and breach-reporting policies and procedures and train your staff and agents on the importance of adhering to these procedures. The people you bring on board will also be your major financial risk.

If you're not familiar with CRM, I'd start with one of the freeware options (hubspot, for example), get comfortable with it and get to know the features that you would like to have before investing a lot of money into a product. Personally, I started with ACT! back when there were much fewer options and have used Hubspot for years with no issues. However, I keep highly sensitive client data on an external drive in my office which is locked away when not needed. For security, that's the next best thing to paper.

 

[LindInsure]

MP does pretty much everything a medicare agent needs to do. Their new client portal is just as good as Retireflo, part B penalty calculator and even snail mail letters.

Some of the guys on here use S&S. Mainly for providers and such. I've got the provider search on my website. That with Sunfire, I'm pretty well covered.

Can you tell me about Sunfire? I am a newly independent agent and the agency I worked for before did use anything like it. Is it similar to LAPro?

 

[rmhaire]

Can you tell me about Sunfire? I am a newly independent agent and the agency I worked for before did use anything like it. Is it similar to LAPro?

I use Sunfire because it's linked to my crm. Whatever I put in there passes back to my crm and vice versa. I hate re-entering anything.

I can also do the same thing with Connecture.

I like the application process more with Sunfire. Seems easier.

A lot of agents say that Sunfire is weak on providers and scripts. I get around all that by having all my carriers linked to my crm as well as on my website.

For supps I use CSG and FexQuotes for FE.

Not that familiar with LAPro.

 

[Chazm]

I use Sunfire because it's linked to my crm. Whatever I put in there passes back to my crm and vice versa. I hate re-entering anything.

I can also do the same thing with Connecture.

I like the application process more with Sunfire. Seems easier.

A lot of agents say that Sunfire is weak on providers and scripts. I get around all that by having all my carriers linked to my crm as well as on my website.

For supps I use CSG and FexQuotes for FE.

Not that familiar with LAPro.

Sunfire is linked to MP? That's sweet.

I'm going to try out MP again after AEP. I'll just hate losing all of my client data because I know it won't transfer over seemlesly.

Can you send me your link that MP uses that is similar to retireflo? I want to see how friendly it is

Chaz.mulherin@FLmedicare101.org

 

[rmhaire]

Sunfire is linked to MP? That's sweet.

So is Connecture. It's new.

And I'll send the link.

 

[Chazm]

So is Connecture. It's new.

And I'll send the link.

Thanks. I don't like connecture. Sunfire application process is at least twice as fast IMO.

 

[Will305]

I use Sunfire because it's linked to my crm. Whatever I put in there passes back to my crm and vice versa. I hate re-entering anything.

I can also do the same thing with Connecture.

I like the application process more with Sunfire. Seems easier.

A lot of agents say that Sunfire is weak on providers and scripts. I get around all that by having all my carriers linked to my crm as well as on my website.

For supps I use CSG and FexQuotes for FE.

Not that familiar with LAPro.

You can integrate Sunfire? sweet! you should definitely get a kickback from them. ive been using AgentCRM but their dialer sucks imo. and its not Medicare ready, a lot of customization required. their developers are helpful but if you need something specific be ready to pay. it's a good CRM for workflows and automation, but it gets glitchy sometimes.

Does MP have dialer integration or any dialer you recommend for the basics, record calls, 3way, maybe texts.

 

[rmhaire]

You can integrate Sunfire? sweet! you should definitely get a kickback from them. ive been using AgentCRM but their dialer sucks imo. and its not Medicare ready, a lot of customization required. their developers are helpful but if you need something specific be ready to pay. it's a good CRM for workflows and automation, but it gets glitchy sometimes.

Does MP have dialer integration or any dialer you recommend for the basics, record calls, 3way, maybe texts.

Yep. It integrates with Sunfire. No re-entry needed.

Also, no customization needed. It's already there. Carriers, plans, the whole nine yards.

It has all the workflow capabilities but you have to build your own. If I could do it anyone can. They do charge extra for the automation though.

MP integrates with several VOIP carriers for calls, recordings and texts. Some are Phone.com, RingCentral and DialPad. Several others but I can't remember what they are.

But you're right. I do deserve a kickback. I think I'll send Andrew an email and tell him he owes me a hamburger.

 

[MedStar]

Take a look at this one... https://funnels.trkingim.com/home

On a side note, it is also HIPAA compliant. Not many out there are.

Does HIPAA require encryption for certification?

Without encryption for data storage & transfer a remote CRM (in the cloud via web browser for example) allows the service to do whatever they want with your clients email & phone number.

I would say end-to-end data encryption is the number one feature I would look for when thinking about managing a large block.