Hello,
I am looking for a system to put our 900 plus client files online and be able to share working on them between 3 people. The owner/broker of this life insurance agency is open to any ideas that help with automation and making organization easier for us 3 and also, of course to better correspond with our clients. We are always looking for these paper files, and sometimes it is confusing knowing where someone left off where. I believe we would also need to integrate a CRM system with Efile system? Any help would be appreciated I have a request out to our IMO also but I just wanted to see if anyone else had any ideas in the meantime.
Thank you,
Jz
I am looking for a system to put our 900 plus client files online and be able to share working on them between 3 people. The owner/broker of this life insurance agency is open to any ideas that help with automation and making organization easier for us 3 and also, of course to better correspond with our clients. We are always looking for these paper files, and sometimes it is confusing knowing where someone left off where. I believe we would also need to integrate a CRM system with Efile system? Any help would be appreciated I have a request out to our IMO also but I just wanted to see if anyone else had any ideas in the meantime.
Thank you,
Jz