HeavenNotSent
New Member
So, I've read through a lot of the comments here, and have gone to many different websites and am still unsure of what would be the best fit for the agency I work for.
Right now, he is mainly P&C and already has a system (DORIS) in place for that. Now, he is breaking in to the group health business. He does not want to use his existing CRM for the group health; wants to keep them separated.
What he is looking for is a system that will generate group health quotes from multiple carriers with just one census and links to all necessary forms and paperwork for each carrier. He also wants it to record employer and employee information as they fill out their paperwork, so that we can go back and maybe cross-sell on an individual basis for home and auto.
I still have a few videos to watch and more research to do, but if anyone could point me in a possible direction, I would greatly appreciate it.
Right now, he is mainly P&C and already has a system (DORIS) in place for that. Now, he is breaking in to the group health business. He does not want to use his existing CRM for the group health; wants to keep them separated.
What he is looking for is a system that will generate group health quotes from multiple carriers with just one census and links to all necessary forms and paperwork for each carrier. He also wants it to record employer and employee information as they fill out their paperwork, so that we can go back and maybe cross-sell on an individual basis for home and auto.
I still have a few videos to watch and more research to do, but if anyone could point me in a possible direction, I would greatly appreciate it.