Hello everyone! I have used AgencyBloc and Ebix in the past, AgencyBloc is definitely my first choice. However, I have branched out on my own and I am still working on building my book of business up. AgencyBloc is more than I want to spend right now, but I am definitely torn. I am doing a trial of Radius Bob and I like it okay, but its no AgencyBloc. I am hoping to keep my costs around $70 a month or under. This is what I am looking for:
- Input method for carriers, their products and any notes I want to make
- Commissions tracking in the future (AgencyBloc would kill me on that side of things financially)
- Ability to create tasks and and notes in clients files
- Ability to customize client "type" and "status"
- Mass emailing and reporting functions
- Sync with outlook
- Texting would be awesome
- Ability to sync with Lead Advantage Pro
Open to suggestions!
Edited to add: I am trying out Agency Smart right now. I am kind of liking it, but haven't figured out how to add client products yet. Let me know if anyone has any feedback on the system.
- Input method for carriers, their products and any notes I want to make
- Commissions tracking in the future (AgencyBloc would kill me on that side of things financially)
- Ability to create tasks and and notes in clients files
- Ability to customize client "type" and "status"
- Mass emailing and reporting functions
- Sync with outlook
- Texting would be awesome
- Ability to sync with Lead Advantage Pro
Open to suggestions!
Edited to add: I am trying out Agency Smart right now. I am kind of liking it, but haven't figured out how to add client products yet. Let me know if anyone has any feedback on the system.
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