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Anyone have any advice on a contact management system for life insurance? I am considering using ALISS at the moment.
Thank you!
Thank you for all the suggestions. Unfortunately ALISS and Your Insurance Office do not automatically assign the leads to the sales people, so if you are planning on buying any volume of leads, I don't see how they would work for you.
Leads360, much like ACT and Salesforce, seems to be a viable option, but is just a CRM and does not link to any insurance companies or Compulife.
If you have the budget you can get ACT and find someone that specializes in that Database and they can customize it for any business model. The only thing is you have to be very hands on on what you want it to do. The benefit is that you usually can get it to do exactly what you want, the drawback is that you have to put some serious time and effort to get it to do that.