Zoho CRM Configuration

[pcmatt]

Hello Everyone,

I'm interested to know how those who use ZOHO as their CRM have configured it to meet their insurance needs. Specifically for those using it for P&C.

Thanks!

 

[djs]

For any medium size agency, it won't work very well. Most non-insurance specific CRM's don't support P&C requirements.

In general, you will need to download data from carriers, making CRM's not designed to do this a tough place to grow into.

Yes, it will work to start. Well, this and a good way to track actual policies and carriers for your clients. I think you'll quickly find its worth the few bucks a month to make your life easier!!!

Dan

 

[InsBroker1]

Hello Everyone,

I'm interested to know how those who use ZOHO as their CRM have configured it to meet their insurance needs. Specifically for those using it for P&C.

Thanks!

I know this post is old, just curious to hear what you ended up using?

 

[goillini52]

I know this post is old, just curious to hear what you ended up using?

He won't be answering you. It's been over 4 years since he's logged in.

 

[InsBroker1]

He won't be answering you. It's been over 4 years since he's logged in.

Ha! Probably so busy writing business that he doesn't get on anymore.

 

[goillini52]

Ha! Probably so busy writing business that he doesn't get on anymore.

Yeah, that's probably why.