Software to collect sales data from multiple carriers

[Newbie1652]

I lead a team of 10 agents and we're contracted with 8 carriers. I'm looking for software that can aggregate sales data from all carriers onto one screen for analysis and sharing with the team. Ideally, it would be a CRM that syncs seamlessly with life insurance companies. This would greatly facilitate our team's review of numbers.

 

[goillini52]

I lead a team of 10 agents and we're contracted with 8 carriers. I'm looking for software that can aggregate sales data from all carriers onto one screen for analysis and sharing with the team. Ideally, it would be a CRM that syncs seamlessly with life insurance companies. This would greatly facilitate our team's review of numbers.

Radius Bob?