If you go that route there are package you can get for help and extra things,
I got the highest, you get free months equal to the amount you spent, and if you do it through Bob he will also give you phone credits for text and such, so it pays for it self
and you can use their techs to set up you workflows
I've had good luck using requirements management jira to keep track of what each client needs, especially when working with a team. It's not your traditional CRM, but if you're juggling a lot of info and need to be sure nothing slips through the cracks, it works well. You can set up custom fields and workflows that fit insurance work without too much hassle.
