Software

[aremick]

I have recently gotten in the health insurance game and have been doing great. But I need some software the will allow me to manage my leads a little better. I have looked in IDA, heard it was great, but not to sure if its the best bet for me.

This is what I'm looking for and maybe you guys can give me a little direction. Something that will automatically port my leads into the system. Be able to use it on a couple computers, have a calender, and be able to write notes within the leads. This way we can keep track of who called who and etc.

Any ideas?

 

[MrKropp]

I tried several different insurance CRM programs and chose IDA. I found it to have all the essential features for my one man shop: automatic lead importation, call tracking, calender, scheduling, automatic drip emails, etc. I also liked that the program is NOT web based, so I don't have to keep reentering my password all day long. Also no monthly subscription fee required.

I found it to be easier to use then I-Relay and Agency IQ.

 

[ABC]

I like ACT