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New Health Insurance CRM created by Agents for Agents

Posted on 13 February 2010 by admin (0)

Today is an exciting day in the health insurance world.  Imagine throwing away all your pens and those stacks of leads sitting on your desk.  We have created a CRM already set up to help manage the day to day tasks of health insurance to stay organized and keep accurate reporting of your book of business.

We have integration with quote engines and lead providers.  We can import your current business into the CRM and old leads.  Keeping track of your clients and prospects is crucial whether you are just getting started or if you have been in business for 20 years.

Our CRM is easy to use.  There is no customization or hard work involved to use our tools.  Currently we are adding template emails proven to bring people back into your pipeline.  Some of the add-ons we are working on are auto-responder emails, dialer technology, and sales cycle management.

There is not a part of the business we have not thought about.  Please call us today at 1-888-803-5917 to learn more.

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