I'm putting this here instead of the technology thread because a large part of my business is Medicare.
First a little background. I purchased Agency Expert over 20 years ago. It has served me well for what I need. This is software installed on the computer and not cloud based. They sold to Agency Bloc and I didn’t make the transition. Given that there is no longer support for Agency Expert, it really is in my best interest to transition to a new CRM.
Seems to me that most CRM’s today are geared toward lead management. This is not what I need. My desire is a CRM where I can store client info, policy info for said client and all communications with the client (i.e. – emails, letters, etc.). I’d also like to be able to attach files (pdf’s of applications and possibly audio files of phone conversations). My phone system records phone calls and stores the recording for 90 days. I can download these files. I’d like to be able to attach them to the client file. Not all of them, but ones I feel are important.
Being able to create reports is important too. Generating birthday lists, production reports, lists of policies by carrier, etc. While commission reporting is nice in theory, I’m not really sure that’s important to me. I periodically review my commissions to make sure nothing is missing. I guess if a CRM can make that task easier, great. But again, that feature isn’t extremely important to me.
I haven’t reviewed Agency Bloc yet, but I do know the cost starts at $70 per month. While I can certainly afford that, it seems excessive for my needs. I know many of you use or have used Radius Bob. I’ve read posts from those who really like it and posts from some who don’t care for it. I’ve reviewed their website. I guess one of my questions is, how turnkey is it? Am I going to have to do a ton of customization to make it work for what I need?
I’ve also reviewed the website of Agile CRM. I haven’t seen much on the forum about them. Anyone use Agile CRM? Same question as above, how turnkey is it? Am I going to have to do a lot of customization to make it work for what I need?
Oh, I’d love the ability to import much of my data from my current CRM. If you are familiar with either of these CRM’s capabilities in that regard, I’d love to hear your thoughts.
Lastly, any other CRM’s that I should consider? And remember, I don’t need it for lead management, recruiting or a dialer. My needs/wants are fairly basic here.
I appreciate input from anyone/everyone.
First a little background. I purchased Agency Expert over 20 years ago. It has served me well for what I need. This is software installed on the computer and not cloud based. They sold to Agency Bloc and I didn’t make the transition. Given that there is no longer support for Agency Expert, it really is in my best interest to transition to a new CRM.
Seems to me that most CRM’s today are geared toward lead management. This is not what I need. My desire is a CRM where I can store client info, policy info for said client and all communications with the client (i.e. – emails, letters, etc.). I’d also like to be able to attach files (pdf’s of applications and possibly audio files of phone conversations). My phone system records phone calls and stores the recording for 90 days. I can download these files. I’d like to be able to attach them to the client file. Not all of them, but ones I feel are important.
Being able to create reports is important too. Generating birthday lists, production reports, lists of policies by carrier, etc. While commission reporting is nice in theory, I’m not really sure that’s important to me. I periodically review my commissions to make sure nothing is missing. I guess if a CRM can make that task easier, great. But again, that feature isn’t extremely important to me.
I haven’t reviewed Agency Bloc yet, but I do know the cost starts at $70 per month. While I can certainly afford that, it seems excessive for my needs. I know many of you use or have used Radius Bob. I’ve read posts from those who really like it and posts from some who don’t care for it. I’ve reviewed their website. I guess one of my questions is, how turnkey is it? Am I going to have to do a ton of customization to make it work for what I need?
I’ve also reviewed the website of Agile CRM. I haven’t seen much on the forum about them. Anyone use Agile CRM? Same question as above, how turnkey is it? Am I going to have to do a lot of customization to make it work for what I need?
Oh, I’d love the ability to import much of my data from my current CRM. If you are familiar with either of these CRM’s capabilities in that regard, I’d love to hear your thoughts.
Lastly, any other CRM’s that I should consider? And remember, I don’t need it for lead management, recruiting or a dialer. My needs/wants are fairly basic here.
I appreciate input from anyone/everyone.
